CRM
MatrixMaxx 16.1 went live on March 15, 2016! Upgraded CRM for All!
The Leprechauns have left a pot of gold with us all this week as MatrixMaxx 16.1 rolls out Upgraded CRM functionality for Everyone! For a guided walk-through of the release, grab your favorite green-tinted beverage and watch the recording of our free Overview Session which took place on Thursday, March 17, 11am Eastern time on…
Getting Started Guide: CRM
If you are just getting started using the CRM module in MatrixMaxx, here are some things to know:
MatrixMaxx 14.4 now live!
On December 9, 2014, MatrixMaxx implementations on the live production servers were upgraded to version 14.4. New features in this release include: Upgrades to the new CRM/Task module have impacted almost all of the pages. When searching for tasks you may now display tasks on a calendar view in addition to a list result or…
MatrixMaxx 14.3.4 patch went live on November 5, 2014
Generic enhancements and updates included … CRM: Created new Lead fields based on user feedback … [1] Staff Owner [2] a text field to document ‘Helpers’. For example, a board member who has a connection, a staffer’s family member who knows someone, etc. [3] Event Source text field to document the key event or campaign…
MatrixMaxx 14.3 now live!
On September 9, 2014, MatrixMaxx implementations on the live production servers were upgraded to version: 14.3. New features in this release include: TaskMaxx has been upgraded to CRMMaxx, including the ability to create ‘Leads’ for an organization. From an organization’s view page, staff of associations using the TaskMaxx component will see a new ‘CRM’ option…