Notes*

8 articles

How to Create VIP Notes

In Maximizer you can apply a VIP designation to any notes for a Maximizer Entry. This places an Exclamation mark beside the note and presents the subject line in Bold for easy detection. Load a maxim…

Updated 2 years ago by Niall Clifford

Add a Note to an Entry

You can add notes to Address Book entries, Customer Service cases, Campaigns, and Opportunities. When you add or edit a note, you can add formatting and hyperlinks in the note. You can add a note for…

Updated 3 years ago by Celina Kwan

Search Notes in the Following Tab

In the Notes following tab, you can now search for notes. Enter the text into the search field and press the Search button to search for notes in the selected entry. In the Address Book, Opportunitie…

Updated 3 years ago by Celina Kwan

Set-up a Default Note

You can create default notes for different types of entries. Default notes are specific to the current user. The content of the default note automatically appears when you create a new note. The Full…

Updated 2 years ago by Celina Kwan

Filter Notes in the Notes Following Tab

You can filter the notes that are displayed in the Notes following tab by date or by type. In the Notes following tab, click the filter icon. Use the Show notes for drop-down menu to specify the date…

Updated 3 years ago by Celina Kwan

Add or Remove Note & Document Categories

You can manage your notes and document categories using via the Maximizer Administrator Module, to either Add, Modify or Delete note and document Categories. Click on Administration in bottom left co…

Updated 3 years ago by Niall Clifford

Print Notes in the Notes Following Tab

You can print notes in the Notes following tab, including individual notes or print multiple notes at once. In the Notes tab, select the note that you want to print to make it the current entry. – or…

Updated 3 years ago by Isabelle

Time a Task

You can use a timer to time tasks while working in Maximizer and have the activity saved as a note with the current entry. You can time a task from most Maximizer modules. However, a note is saved on…

Updated 3 years ago by Celina Kwan