Telephone rings, first question……………. Who is it speaking?
Another element for this telephone answering scenario is the ability to include conditional processing and conditional routing from one screen to another. This is included in current versions. This means that if the record found in Maximizer is of, say, a trade account, the button will automatically take you to the “Trade” form. If it is a retail account, the button will take you to the “Retail” form instead. This is what we cal Intelligent Navigation!