How to store a merge template in Maximizer CRM

Last week I talked about how Maximizer merge templates save you time and effort if you regularly create documents that use data in your Maximizer CRM system. That blog was titled “How to create a Maximizer CRM merge template” and includes a video tutorial. If you haven’t read

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Video: How to install the Microsoft Word toolbar in Maximizer

Did you know that you can integrate Microsoft’s Word program with your Maximizer CRM system? This integration is very handy and means you can open Word directly from Maximizer CRM and work with information from your Maximizer CRM system in Word. This can save you loads of time and effort, for example,

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How to find duplicates in Maximizer CRM

If you follow our blogs, you’ll often come across articles about the importance of CRM data integrity and data quality. A database that contains poor quality data will lead to poor user adoption as confidence in the accuracy of the information drops. One of the biggest culprits of poor data quality

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How to uninstall & install Maximizer CRM Microsoft Office integration

Maximizer CRM has some great integration options that can help you in the way you work more efficiently. This includes integration with Microsoft Products, such as Outlook and Office. For example, you can view your Outlook messages inside Maximizer CRM and automatically save them to customer records,

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