How to create Quick Access buttons for saved searches

Running searches in Maximizer is a great way of finding the exact information you need from your database. These can range from straighforward searches (e.g. searching for a specific Company) to searches with multi-layered criteria (e.g. Companies who are Active Customers, located in London, whose Account Manager is Mr Jones).

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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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