Maximizer – Administrator Tour
Administration Tour
Access to the Maximizer Administrator is restricted, contact your system administrator regarding any functionality which is of interest to you.
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Maximizer – Forgotten your Password?
Forgotten Your Password? Includes:
Create a Temporary Password and, Create a New Password -
Maximizer – Change Your Password
Change Your Password
Includes:
How to change your Maximizer Password and Password requirements -
Maximizer – Create an Email Signature
Create an Email Signature: Includes: Add a signature to an email from Maximizer, Create Signature, Adding Optional Image
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Maximizer – Working with User Defined Fields
Working with User Defined Fields. Includes: Creating new User Defined Fields, Modify an existing User Defined Field, Different types of User Defined Fields, Formula based User Defined Fields
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Maximizer – Working with Column Setups
Working with Maximizer Column Setups: Includes: Modify an existing column set-up, Create a new column set-up from an existing one, Create a new column set-up
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Maximizer – Complex Search – Contact + Company
Complex Search – Contact + Company with Maximizer: Includes: Quick Search, Search Contact at Company and Wildcard Search
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Maximizer – Building Key Field Lists
Building Key Field Lists with Maximizer: Includes: UDF’s and Key Field Lists, Customise Key Fields, Adding Fields, Groups and Titles, Separators
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Maximizer – Creating Favourite Lists
Creating Favourite Lists with Maximizer:
Includes: Search and select, Build list, Create favourite list, Associated column set-up, Add to Icon bar, Example favourite lists, Editing faourite lists. -
Maximizer – Saving Emails to Maximizer
Maximizer – Saving Emails to Maximizer:
Includes: Saving emails from Outlook, Settings, Create record for new contact, Saving tracked threads.
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Maximizer and Word Integration
Word integration with Maximizer
Includes: – Admin – Installation – Mailing Labels – Envelopes – Documents – Templates
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Maximizer and Outlook Integration
Connecting Mailchimp to Maximizer.
Includes:
Maximizer to Mailchimp connector – Setup link – API Key – Synchronising lists – Client preference rules – Frequency – Conflict resolution