Documents

Updated 2 years ago by dustin keir

In Maximizer, documents are files created in other applications. You can attach documents to Address Book entries, Customer Service cases, Campaigns, and Opportunities. When you send an email message from Maximizer, you can save a copy of the message as a document with the entry. You can also add hyperlinks to documents stored outside of the Address Book. Documents are stored with the entries to be accessed at any time.

Pictures cannot exceed 5MB and the total upload size cannot exceed 50MB
When adding a document to an entry in Maximizer, you no longer need to click on the Add Document button to either drag and drop or browse your desktop. You can now directly on the Documents tab just Drag and Drop on the screen:


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