Hints & Tips

How to search a particular record's notes

Maximizer CRM Hints & Tips: 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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How to search a particular record's notes

Maximizer CRM Hints and Tips: 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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How to search a particular record's notes

Maximizer CRM Hints & Tips: 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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