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Additional Configuration in Outlook

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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Additional Configuration in Outlook

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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Additional Configuration in Outlook

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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Additional Configuration in Outlook

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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Maximizer CRM 2020 Mobile App Enhancements

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 an idea of some of

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Integrate financial systems with CRM

Integrate financial systems with CRM

Do you currently use a financial system and wonder how you can use it to enhance your understanding of your customers? Are you wondering if it is even possible to integrate financial systems, such as Sage 50 or Sage 200, with CRM? Perhaps you are looking for CRM software with existing integrations to Sage so

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Maximizer CRM 2020 Mobile App Enhancements

What’s New in Maximizer CRM 2020 R1 – Mobile App

We’ve been covering what’s new in Maximizer CRM 2020 Release 1 over several blogs. For a reminder of what these enhancements are, check out the links at the bottom of this blog. Now, let’s take a look at how the Maximizer CRM 2020 Mobile App has massively improved. Maximizer CRM Mobile App The Mobile App

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Integrate financial systems with CRM

Sage Financials Data Connector – connecting Maximizer CRM and Sage 50 / Sage 200

Avrion’s Sage Financials Data Connector does something that every salesperson or account manager would value. It shows customer financial data within Maximizer CRM. How? By bringing financial information from Sage 50 or Sage 200 into your Maximizer CRM. Knowing your customers’ orders, invoices, transaction history, account status, account balance, turnover and credit limit information all

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Maximizer CRM 2020 Mobile App Enhancements

Maximizer CRM 2020 R1 – enhancements in the Web Client

In our previous blogs, we covered 3 of the big improvements to Maximizer CRM 2020 Release 1. However, there are some more enhancements in the Web Client which, although small, are still really useful! Let’s take a look at these additional improvements. Quick Search Previously, the default search function for Opportunities searched Objectives and Description.

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Maximizer CRM 2020 Mobile App Enhancements

Maximizer CRM 2020 – What’s new in R1: manage Default Entries centrally

In our 5-part series about Maximizer CRM 2020 Release 1, we share some of the enhancements that we are most excited about: An overhaul of the Leads Module Improvements to the Import Manager The ability to manage Default Entries centrally Other Enhancements in the Web Client A great addition of functionality to the Mobile App

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