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