Adding Address Book Entries

Add a Company or an Individual

Add a Contact

Access Rights for Address Book Entries

Copy an Address Book Entry

Delete an Address Book Entry

Edit an Address Book Entry

Move a Contact to Another Company or Individual

Splitting a Household

View Contacts Associated with Entries

Find Duplicate Address Book Entries

Retrieve Partners Associated with Address Book Entries

Retrieve Related Entries

Retrieve a List of Opportunities for an Address Book Entry

Retrieve Contacts Associated with Address Book Entries

Retrieve Companies and Individuals Associated with Contacts

Retrieve Contacts from the Contacts Tab

Retrieve a List of Cases for an Address Book Entry

Retrieve Address Book Entries by Category

Receive a Phone Call

How to Hang Up a Call on Maximizer

View the Phone Log

How to Code a Call

Phone an Address Book Entry

Enable Logging for Phone Calls

Restricting Access to Address Book Module

How to Change Your Address Book Name in Maximizer

Combine Entries

Convert an Individual to a Contact

Convert Contacts to Individuals

How to Convert Multiple Entries from Individuals to Companies/Contacts

Convert Individuals to Companies

Relate Two Address Book Entries

Unrelate Two Address Book Entries

Custom Tab Overview

Contacts Widget

Activities Widget

Details Widget

Documents Widget

Notes Widget

Set Up a Territory

Align Territories

Assign a Territory to an Address Book Entry

About Web-to-Lead Forms

Create a Web-to-Lead Form

View or Modify an Existing Web-to-Lead Form

Create a New Web-to-Lead Form Based on an Existing One

Create an Email Template for Web-to-Lead Form Links

Testing Web to Lead Form

Draw a Map of an Address Book Entry

Show Addresses in Map

Set an Alarm for a Hotlist Task

Set an Alarm and Email Reminder for an Appointment

Set Default Options for Alarms and Reminders

Complete Activities from the Notification Panel

Snooze Alarms

Dismiss Alarms

About Calendar

Add Items to the Calendar Legend

View the Availability of Users, Locations, and Resources

Send Email Notification as iCalendar Files

Calendar Tutorial

Maximizer Calendar & Daylight Savings

Add a Personal Appointment

Modify Appointments

Add a Hotlist Task

Reassign Hotlist Tasks

Modify Task Dates

Filter Tasks and Appointments in the Hotlist

Setting Up Environment to Only See Team Members

Hotlist Module

Hotlist Tutorial

Action Plan Options

Create an Action Plan Template

Schedule an Action Plan

View Activities Scheduled from an Action Plan

Dependent Activities

Activities Tab

View Activities Scheduled for an Entry

View Activities for a Custom Date Range

Add an Opportunity

Copy an Opportunity

Add or Remove Categories

Add or Remove Products/Services

Change an Opportunity Status

Email Notification for Opportunities

Select Users for Opportunity Monitoring

Configure Opportunity Monitoring

Sales Teams and Sales Team Members

Assign a Sales Team to an Opportunity

Add a Partner to an Opportunity

Add a Competitor to an Opportunity

Set an Address Book Entry as a Competitor

Set an Address Book Entry as a Partner

Multi-Currency

Add a Currency to the Currency Library

Modify a Currency in the Currency Library

Change the Currency in an Opportunity

Quotas Page

Add a Sales Quota

Create or Modify a Quota Template

Assigning Campaigns to Opportunities

Assign a Campaign to an Opportunity

Automatically Assign Campaigns to Opportunities

Modify Opportunity Process & Stages

Add a Customer Service Case

Duplicate a Customer Service Case

View a Case from the Customer Service Page

View a Case from an Address Book Entry

Change the List of Customer Service Cases

Retrieve Address Book Entries Associated with Cases

Assign or Escalate a Customer Service Case

Resolve a Customer Service Case

Case Hotlist Tasks

Recording Case Solutions

Configure Notifications for Customer Service Case Monitoring

Select Users for Case Monitoring

Today's Business Page

Add a Company, Individual or Contact in Maximizer Mobile App

Add an Opportunity in Maximizer Mobile App

Add a Case in the App

Manage Cases in the App

Delete a Saved Search in the App

Add a Saved Search in the App

Edit a Case in the App

Edit a Saved Search in the App

Edit a Lead in the App

Book an Appointment for a Lead

View a Lead in the Maximizer Mobile App

Create a New Lead in the App

Add Notes to a Lead

Create a Task for a Lead in Maximizer Mobile App

Book a Task or To-Do in Maximizer Mobile App

Add Appointment Using Maximizer Mobile App

Add a Note in the Maximizer Mobile App

Create an Important Note in Maximizer Mobile App

Voice to Text Dictation in Maximizer Mobile App

Change the Entries View in Maximizer Mobile App

Sort Order of Entries in Maximize Mobile App

Filters in Maximizer Mobile App

Enable or Disable Log Out After 20 Minutes Inactivity

Enable or Disable Background Notifications Maximizer Mobile App

Enable or Disable Biometrics

Change the Color Theme

Enable or Disable Maps Maximizer App

Change Text Size in Maximizer Mobile App

Enable or Disable Inspirational Quotes Maximizer Mobile App

Things to do Before Integrating Outlook with Maximizer

Install & Setup Microsoft Outlook Integration

Send and Save an Email Message to an Entry from Microsoft Outlook

Add a Customer Service Case from Microsoft Outlook

View an Address Book Entry from Microsoft Outlook

Add a Hotlist Task from Microsoft Outlook

Stop Tracking an Email Thread

Track an Outlook Email Thread in Maximizer

Add an Address Book Entry from Microsoft Outlook

Save an Email Message to an Entry from Microsoft Outlook

Send an Email Message to Address Book Entries from Microsoft Outlook

Stop Tracking an Email Address

Track Messages from an Email Address

Select a Microsoft Outlook Address List for Integration

Create Entries from Microsoft Outlook

Microsoft Outlook Synchronization

Synchronizing Appointments and Tasks with Microsoft Outlook

Configure Microsoft Outlook Synchronization

Recurring Appointments

Recurring Tasks

Manually Synchronize with Microsoft Outlook

Re-Enable the Outlook Integration

Outlook Integration Issue: .NET Framework 3.5 Missing/Needs to be Installed

Preventing Duplicate Entries in Maximizer's Outlook Sync

Install the Word Add-in

Validate the Word Add-with Maximizer CRM

Select a Maximizer List

Insert a Merge Field in a Microsoft Word Document

Update a Document Template

Print a Microsoft Word Document

Open a Document Template

Preview a Microsoft Word Document

Create Envelopes and Mailing Labels for Maximizer Entries

Create a Document Template

Save a Microsoft Word Document to a Maximizer Entry

Maximizer Merge Fields in Microsoft Word

How to Automatically Convert Merge Fields into Uppercase Letters

MailChimp Field Types

MailChimp Design Overview

MailChimp Setup for Maximizer On-Premise

How to Sync Data Between a UDF in Maximizer and a Custom Field in MailChimp

MailChimp Setup for Maximizer CRM live

Supported Field Mapping Between Maximizer and MailChimp

MYOB Information in Maximizer

How the CONNECT Button Handles Existing Matching MYOB Entries

Synchronization of Information Between Maximizer and MYOB

Setup MYOB Integration for Maximizer CRM Live

How to Sync Companies and Contacts from Maximizer to MYOB

Bing Maps Setup CRM Live

Map Entries Using Bing Maps

Bing Map Tokens

Plot Routes Between Maximizer Entries in Bing Maps

Setup OpenStreet Maps for Maximizer CRM Live

Twilio Integration Setup Guide for Maximizer CRM Live

Setup Maximizer Connect for Outlook 365

How Maximizer Entries are Created and Updated in QuickBooks

QuickBooks Integration Setup for Maximizer CRM Live

Duplicate Entry Warning in QuickBooks

Import Companies

Use the Sample File to Import New Companies and Related Contacts

Retrieve Field Mappings from the Import Catalog

Error in Imports

Importing from Excel to Maximizer

Import Manager Overview

Importing Leads

Import Opportunities from a Comma-Separated-Value/Tab Delimited File

Import Companies and Individuals from a Comma-Separated Value/Tab-Delimited File

Import Contacts from a Comma-Separated-Value/Tab-Delimited File

Import Microsoft Outlook Contacts

Import from a MXI or XML File

Common Import Errors

Canadian Anti-Spam Legislation Compliance

Notes Tab

Types of Notes

Short Date Can Affect How a Date is Displayed in an Excel Report

Resume an Automated Campaign

Suspend an Automated Campaign