Hints & Tips

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How to print labels and envelopes from Maximizer CRM

We are all trying to be more environmentally friendly these days to reduce the impact we are having on our habitat. However, there are still occasions when you might need to send letters the good old fashioned way. You may even need to print labels and/or envelopes for a list of contacts in Maximizer CRM.

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Print labels and envelopes from Maximizer

How to use Favorite Lists

Your Maximizer CRM is rich with data, but there are times when you only need to view certain entries for particular purposes at specific points in time. This is where lists comes in handy, especially when you can save them as your own favourite lists in Maximizer. But how do you use Favorite Lists in

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What to do if the Outlook Toolbar is Missing

Occasionally, your Maximizer CRM Outlook Integration toolbar goes missing, even though you’ve already set it up and configured it. Don’t worry; you don’t have to go through the whole setup process again. It’s simple and quick to enable it again, and we’ll explain why it does this. What to do if the Outlook Toolbar is

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Additional Configuration in Outlook

In a previous blog we showed you How to Set Up Microsoft Outlook Integration. However, some of the functions on the toolbar, such as Create Contact and Create Case, require some additional configuration in the Outlook settings. If you click on any of these buttons before going through the additional configuration in Outlook, you’ll get

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How to Manipulate Data in Maximizer CRM

Together with Maximizer CRM’s powerful search capability, the ability to manipulate data within it is second to none. But what does it mean to manipulate data and why is this useful? Manipulating Data in Maximizer CRM Your Maximizer CRM system is rich with information – from Address Book entries and all its associated notes, documents

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How to Set Up Microsoft Outlook Integration

A lot of business correspondence occurs via email. With Microsoft Outlook being a popular email tool, the ability to integrate it with Maximizer CRM is great, as it allows you to send and save emails directly in Maximizer CRM. This means you can quickly and easily track email threads, create new contacts, tasks and customer

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How to Build More Complex Notifications

So far, our previous Blogs have covered: How to use Task & Appointment Alarm Notifications Setting up and Configuring Advanced Notifications How to Build Simple Custom Notifications This Blog will expand on our last example of creating a New Customer notification, this time using the following two criteria: Sales Team = Channel Sales Revenue is

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How to Build Simple Custom Notifications

Once notifications are enabled, any user can start creating their own notifications. So what kind of notifications might you want to set up? In this blog, we will show you how to build simple custom notifications in Maximizer CRM, focusing on the Address Book. For example, you might want to welcome your new customers with

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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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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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