Introduction for New Maximizer Users - Version 10 (1 full day training)
Getting to know Maximizer
- Key Terms
- Finding your way around your Address book
- Basic/Advanced Searching
- Selecting and Displaying Entries
- Relating and Combining Entries
- Duplicate Entry management
- Column set-ups
- Favourite Lists
- Global Edits
- Action Plans
- Windows (Active and tabbed)
- Lists/Filters
- Shortcuts
- User-defined fields
- Reporting
- Dashboards
- Using Company Library
- Managing Notes and Documents
- Sending and receiving emails
- Scheduling appointments in the calendar
- Tracking activities in your hotlist
- Exporting Information to Excel
- Importing Information from Excel
Using Maximizer Word Processor
- Writing letters and faxes
- Mail Merge for “Broadcast” mailing
- Creating custom Merge Document Templates for use with your specific organization
- Using Merge fields
- Understanding Templates and Documents
*Please note: Training can be completed in-house or at a training facility provided by IslandCRM. Contact us for a custom quote
