Outlook

Save emails to Maximizer from Outlook

How to save an email to a Maximizer entry from Microsoft Outlook

Leave a Comment / Maximizer CRM Hints and Tips / By / 10th February 2021 / , , , / 4 minutes of reading

Maximizer CRM’s ability to integrate with Microsoft Outlook means you can send and save emails into your Maximizer system. This allows you to quickly and easily track email threads, create new contacts, tasks and customer service cases all from within Outlook without having to hop from one application to the other. How to save an

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Save emails to Maximizer from Outlook

Additional Configuration in Outlook

Leave a Comment / Maximizer CRM Hints and Tips / By / 1st December 2020 / , , , , / 2 minutes of reading

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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