Seamlessly integrate Maximizer with Microsoft Office applications to enhance productivity and maintain workflow continuity. This class covers both Outlook and Word integration, enabling administrators to configure email synchronization, document templates, and automated correspondence features.

Agenda:

• Obtaining and installing Outlook Integration
• Configuring Maximizer Outlook Integration preferences
• Setting up synchronization options and schedules
• Saving emails to Contact List entries, Accounts, and Client Service Cases
• Creating contacts directly from email communications
• Email tracking setup and management
• Creating and managing tracking lists
• Tracking email threads and conversation history
• Installing and configuring Word Integration
• Adding merge fields to Word documents
• Creating, modifying, and retrieving document templates
• Saving document templates to Maximizer
• Creating mailing labels and envelopes
• Troubleshooting integration issues

Time:

120 minutes, with time for questions

Class Code: FSE-304

Class Type: Administrator Training Class