Once notifications are enabled, any user can start creating their own notifications. So what kind of notifications might you want to set up? In this blog, we will show you how to build simple custom notifications in Maximizer CRM, focusing on the Address Book. For example, you might want to welcome your new customers with an on-boarding process or, within the Opportunity module, ensure “won” opportunities are added to a nurturing campaign.
Build Simple Custom Notifications
Here are some ideas on how you could set up notifications across the main modules:
Address Book
- New Address Book entry created – prompting your Administrator/Power Users to validate the data entered.
- New Customer – your Sales Administrators can ensure the required information is populated for Finance to open the account and prepare the billing.
- New Prospect and Account Manager set to me – ensures your leads are followed up immediately.
Customer Service
- New Case Created – your Helpdesk Manager can ensure it is assigned appropriately.
- Case Status changed to Resolved – the Marketing team can add the contact to a post-case survey.
- Case Status changed to Escalated and Assigned To set to me – ensure you engage with the customer immediately, to optimise their customer experience.
Opportunity
- New Opportunity (Enquiry) created – your Sales Manager can discuss the approach of this opportunity with the Account Manager at the outset.
- Won Opportunity – your Delivery team can add this project to their schedule to work through the project onboarding process.
- Lost Opportunity – your Sales Manager can coach the Account Manager on how to overcome the scenario next time.
- New Opportunity (Enquiry) created and Opportunity Leader set to me – the Account Manager can start researching and working on the opportunity immediately.
In this example, we will walk you through setting up a New Customer notification, based on when someone changes the Category field to “Customer”.
- From within Maximizer, click Administration > Notification Manager.
- Select the module you want to create a custom notification for, in this case Address Book.
- Adjust the Number of notifications visible in the panel as required.
- Click Add Notification.
- Notifications are triggered by something happening. There are two types of triggers available:
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- Whenever Something Changes – Create a rule that will send a notification whenever it matches the criteria you specify, for example “someone changes the status to a specific value”.
- When a NEW Address Book Entry gets created – this trigger fires whenever an address book entry gets created.
There is an additional option to Notify even if I made the change, to ensure you don’t forget to follow any process related to the notification.
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- In this example, we choose Whenever Something Changes and click NEXT: CONDITIONS.
- In order to set the Trigger for the notification, you need to select the Field to Watch (in this example “Category”) from the drop down list – you can choose from both Basic (System) fields and User-Defined Fields (UDFs).
- Next select the appropriate operator (in this example “Contains”).
- Finally, select the value (in this example “Customer”) that triggers the notification. You can add further conditions as required to make the trigger more specific. When you have completed the Trigger conditions, select NEXT: NOTIFICATION APPEARANCE.
- You can set the Type (Concern, Informational, Success or Caution) & Colour of the Toaster notification, as well as the wording. You can also set it to display until I close it, play a sound and/or send an email.
Note: Remember that you will get a new notification each time the trigger conditions are met so make sure you only set urgent/time critical notifications and use a Dashboard for any other information you want to keep an eye on.
- Click FINISH to complete setting up your notification.
- You can disable previously set up notifications as well as delete, copy and rename them as appropriate.
Note: At present, Notifications are personal and unique to each user. They cannot be shared or created on behalf of another user unless logged in as that account.
Watch our video, which shows you how to build simple custom notifications:
Next week, we will walk you through a more complex notification using Opportunity Notifications.
In case you missed our previous blogs about notifications, check them out here:
We hope you find these tutorials useful, but do contact us if you need any help with using Maximizer CRM:
- Tel: +44 (0)1992 661244
- Email: enquiries@avrion.co.uk
- Web form here
- Subscribe to our YouTube channel
