Blog : Ask Avrion
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
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
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
Password Complexity in Maximizer CRM
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
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
How to Dictate Notes to Text Using the Maximizer 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
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
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
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