Setting up and Configuring Advanced Notifications

Setting up and Configuring Advanced Notifications

Using Task & Appointment Alarm Notifications to help you remember appointments, tasks and other important events can really come in handy. As well as notifications for Tasks & Meetings, you can also set up and configure advanced notifications for the following: Address Book Opportunities Customer Service As before, your Maximizer Administrator will need to enable

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Where are you on your CRM journey

Where are you on your CRM journey?

CRM solutions are as diverse in their size, purpose and complexity as the organisations who need them and the industries they are in. All CRM solutions can be tailored to the customer’s requirements, so how do you make yours a success? The answer will depend on where you are on your CRM journey. The role

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Setting up and Configuring Advanced Notifications

Using Task & Appointment Alarm Notifications

No-one wants to miss a meeting or forget to do an important task. Using task and appointment alarm notifications, therefore, is a great way to ensure you stay on top of your agenda. But what do we mean by Notifications in Maximizer CRM? Types of Notifications When using the Hotlist and Calendar features, you can:

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Setting up and Configuring Advanced Notifications

Password Complexity

In the technology age, we need to do as much as we can to defeat the hackers out there. As well as making sure your operational systems sit on a secure platform, you can do your part by keeping your passwords complex (i.e. strong). Password complexity in Maximizer CRM Recognising the importance of password complexity,

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Setting up and Configuring Advanced Notifications

How to Search a Particular Record’s Notes

One of the core parts of Maximizer CRM is the Notes tab, where a wealth of information is built up through your day to day interactions with your prospects, customers and other third parties. Imagine a longstanding customer of 1, 5, 10 or 20 years and how their notes can accumulate. Then, imagine trying to

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Setting up and Configuring Advanced Notifications

How to Dictate Notes to Text Using the Mobile App

When you are out on the road, every minute counts. Whatever CRM system your organisation uses, you need a way to keep on top of your tasks, appointments and follow-ups while you are in-between meetings. You don’t want to have to wait until you are back at your desk or have to find a coffee

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Setting up and Configuring Advanced Notifications

How to Search for a UDF

As a Maximizer CRM user, you should be very familiar with user-defined fields (UDFs). These are custom fields used to record additional information about Maximizer CRM records. But do you know how to search for a UDF? Managing UDFs Because UDFs are so quick and easy to set up, over time you may end up

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Maximizer CRM 2020 Mobile App Enhancements

Maximizer CRM Version Comparison Guide – Updated for Maximizer CRM 2020

As you’d expect from any software program, Maximizer CRM is continually enhanced and improved. So if you’re on an older version of Maximizer CRM, you may wonder what exactly these enhancements are. That’s why we’ve reviewed the Maximizer CRM version comparison guide in this blog. Hopefully this will give you an idea of some of

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Avrion technical news

Microsoft to phase out Internet Explorer 11 and legacy Edge in 2021

Microsoft has confirmed end of support for legacy Edge and Internet Explorer 11. Microsoft will stop supporting Internet Explorer 11 (IE11) as early as 30 November 2020, while the remaining Microsoft 365 apps and services will no longer support the browser starting 17 August 2021. According to Forbes, “Microsoft’s new Edge browser has surged in

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Integrate financial systems with CRM

Integrate financial systems with CRM

Do you currently use a financial system and wonder how you can use it to enhance your understanding of your customers? Are you wondering if it is even possible to integrate financial systems, such as Sage 50 or Sage 200, with CRM? Perhaps you are looking for CRM software with existing integrations to Sage so

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