Validate the Word Add-with Maximizer CRM
To start using the Word Add-in to retrieve records from your Maximizer CRM web access sessions, you must first validate the Word Add-in with your Maximizer CRM setup.
To perform the validation:
- Open Microsoft Word. If this is the first time you are opening Microsoft word after installnig the Word Add-in, the authentication window will appear automatically. for validating the Word Add-in again, perform step 2.
(For subsequent validation only) Go to the Maximizer tab, and click Re-Authenticate.
Relaunch the Word Add-in.
The authentication window appears.
- Log in to your account:
- Enter your Maximizer account URL and click Next. Example URLs are as follows:
- If you have not set up SSO for your Maximizer setup, enter your username and password. If you have an On-premise setup, select your Address Book before entering your credentials. The address book appears under the Log in to list.
- Click Finish to complete the validation.