Maximizer – Creating Notes and Documents

Welcome to Avrion Products Hints and Tips

  • Type: Product Hints and Tips

    Product: Maximizer CRM

    Benefit: Productivity

  • Date: 6th September 2017

    Area: Notes and Documents

    Series: Series 6, Issue 2 (of 4)

  • Creating Notes and Documents

    • Adding Notes
    • Note Types/categories
    • Adding Documents
    • Document Types/categories
    • Drag and Drop multiple Documents
    • History Window
    • Notes and Document Filters
    • Reports

    Click below to view the video tutorial.