Maximizer

Auto Formatting Phone Numbers in MAXIMIZERCRM

It might sound trivial, but simple things like ensuring consistency in data entry, including phone numbers, make a big difference in how efficient you become when using CRM. Luckily, there are ways to make this easy for you. In this blog, we’ll take a look at how to auto format phone numbers in MAXIMIZERCRM. Auto

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How can CRM help you know your customers better

How can CRM help you know your customers better?

When establishing professional relationships, it is always great to put a face to a name – it helps us feel like we know our customers better. This is even more important now as we try to stay connected with people, even though we are meeting more virtually and less in person. To help you feel

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MaximizerCRM Quick Access Toolbar

Are you making the most of your Quick Access Toolbar in MaximizerCRM?

The Quick Access toolbar in MAXIMIZERCRM gives you access to your frequently used Saved Searches and Favorite Lists with just one click. No need to find the right search, in the right view – just click on the icon and your search is retrieved in the correct module. You can add shortcuts from any Maximizer

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Save emails to Maximizer from Outlook

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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Save emails to Maximizer from Outlook

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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Save emails to Maximizer from 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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Save emails to Maximizer from 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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Save emails to Maximizer from 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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Save emails to Maximizer from 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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