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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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Top ten benefits of CRM

Top Ten Benefits of CRM

Customer Relationship Management systems (CRM) are simple tools that help businesses to be more streamlined, efficient, productive, accessible, connected and GDPR compliant. The benefits of CRM are numerous, but here are ten reasons why they are good to have – whatever size your company is. 1. CRM keeps your organisation organised A CRM is a

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Additional Configuration in Outlook

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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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 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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Additional Configuration in Outlook

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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Additional Configuration in Outlook

Setting up and Configuring Advanced Notifications

Using Task & Appointment Alarm Notifications to help you remember appointments, tasks and other important events can really come in handy. As well as notifications for Tasks & Meetings, you can also set up and configure advanced notifications for the following: Address Book Opportunities Customer Service As before, your Maximizer Administrator will need to enable

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Additional Configuration in Outlook

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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Additional Configuration in Outlook

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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Additional Configuration in Outlook

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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