Preview a Microsoft Word Document
You can view previews of Word documents showing information from entries in your Maximizer Address Book. When you preview the document, the linked merge fields in the document are replaced with values for the current Maximizer user, Address Book entry, Customer Service case, or Opportunity.
- Open the document in Word.
- In Maximizer, click on the entry to make it the current entry.
- In the Maximizer tab in Word, select Preview.
The merge fields in the document are replaced with values from the current entry.
Select Preview a second time to return to the default view showing the merge fields.