Maximizer – Change Your Password
Change Your Password
Includes:
How to change your Maximizer Password and Password requirements
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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
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Connecting Mailchimp to Maximizer
Connecting Mailchimp to Maximizer.
Includes:
Maximizer to Mailchimp connector – Setup link – API Key – Synchronising lists – Client preference rules – Frequency – Conflict resolution
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The Advanced Search feature
Get the most out of Maximizer CRM 2017 Advanced search.
Includes:
Get the most out of Maximizer CRM 2017 Advanced search.Includes:
Advanced searching, Multi selection in Advanced search, Catalogue a search, Dynamic searches
Assign a column set up to a catalogues search. Set a catalogued search as an Icon, Searching the ‘duration’ field,