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X-WR-CALDESC:Events for Maximizer CRM
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250828T130000
DTEND;TZID=America/Toronto:20250828T150000
DTSTAMP:20260417T041945
CREATED:20250725T174933Z
LAST-MODIFIED:20250814T230603Z
UID:10000020-1756386000-1756393200@www.maximizer.com
SUMMARY:Maximizer Fundamentals – Navigation\, Searching\, and Creating new Records
DESCRIPTION:This foundational class introduces financial advisors to the core concepts of Maximizer CRM. Participants will learn how to navigate the system\, understand the three types of records\, review a client profile\, and create new records. In addition\, participants will learn how to find information quickly in Maximizer CRM. This hands-on session ensures advisors can confidently navigate the system\, locate\, review\, and add client information. \nAgenda: \n• Introduction to Maximizer CRM interface and navigation: Column View\, Following Window\, Module Menu\, and Actions Menu\n• Navigating the Column View and Switching Views\n• Understanding the 3 types of Records: Company\, Contacts\, and Households\n• The Quick Search function: Address Searches\, Search Parameters\, and Maximizer Quick Search tricks\n• Using Recent Entries for fast access\n• Retrieving all entries vs. filtered searches\n• Reviewing a client profile: Details Tab\, Following Tabs\, and Key Fields\n• Managing Modules and Tabs: hiding\, unhiding\, and reordering\n• Editing and modifying a record and updating field data\n• Adding new records to the Maximizer database via the interface (Address Book/Contact List)\n• Timeline feature: centralized interaction history \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-101 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGZhZDgwNWItMGFjNS00YmNiLTg2YzYtMWU5Mzc3ZWUzZDE4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-12-min.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGZhZDgwNWItMGFjNS00YmNiLTg2YzYtMWU5Mzc3ZWUzZDE4%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250828T110000
DTEND;TZID=America/Toronto:20250828T113000
DTSTAMP:20260417T041945
CREATED:20250825T152419Z
LAST-MODIFIED:20250825T152419Z
UID:10000112-1756378800-1756380600@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://www.maximizer.com/class/1-on-1-dedicated-admin-support-9/
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/1-on-1-dedicated-admin-support-9/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250821T130000
DTEND;TZID=America/Toronto:20250821T150000
DTSTAMP:20260417T041945
CREATED:20250805T180747Z
LAST-MODIFIED:20250814T230244Z
UID:10000101-1755781200-1755788400@www.maximizer.com
SUMMARY:App Directory and Advanced Integrations
DESCRIPTION:Expand Maximizer’s capabilities through third-party integrations and the App Directory. This advanced class explores available integrations\, implementation strategies\, and best practices for extending CRM functionality to meet specific business requirements. \nAgenda: \n• Overview of the Maximizer App Directory\n• Understanding available integration categories\n• Navigating and searching the App Directory effectively\n• Evaluating apps for business fit and technical requirements\n• Integration planning and implementation strategies\n• Step-by-step app integration process\n• Configuring app settings and permissions\n• Managing app updates and maintenance\n• Troubleshooting integration issues\n• Custom integration possibilities and API considerations\n• Security considerations for third-party integrations\n• User training for new integrated applications\n• Measuring integration success and ROI\n• Future integration planning and system scalability \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-306 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjgwMTYzNzktNWRiOS00YTYyLWEwNjktNDUxMjY4OTk5YzU3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-09-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjgwMTYzNzktNWRiOS00YTYyLWEwNjktNDUxMjY4OTk5YzU3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250821T110000
DTEND;TZID=America/Toronto:20250821T113000
DTSTAMP:20260417T041945
CREATED:20250813T184417Z
LAST-MODIFIED:20250814T225533Z
UID:10000107-1755774000-1755775800@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NWE4MzJmNDAtNmRlNC00MWIyLTgxNDAtOTkzYjgwMzUxNThh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NWE4MzJmNDAtNmRlNC00MWIyLTgxNDAtOTkzYjgwMzUxNThh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250819T130000
DTEND;TZID=America/Toronto:20250819T150000
DTSTAMP:20260417T041945
CREATED:20250805T175625Z
LAST-MODIFIED:20250814T225844Z
UID:10000099-1755608400-1755615600@www.maximizer.com
SUMMARY:Data Import and Migration Strategies
DESCRIPTION:Efficiently migrate data into Maximizer CRM with confidence and accuracy. This comprehensive class covers all aspects of data importing\, from file preparation through mapping and validation. Administrators will learn to handle complex import scenarios and troubleshoot common issues. \nAgenda: \n• Preparing import files: formatting dates\, phone numbers\, and names\n• Handling number columns and data validation\n• Understanding importable record types: Companies\, Contacts\, Households\, Accounts\, Client Service Cases\n• Import Actions: adding new records vs. updating existing records\n• Configuring “add only new records” and “update only existing records” options\n• Managing duplicate record scenarios and update preferences\n• Field mapping for different entry types\n• Understanding Field Actions and Field Formats\n• Creating and saving import templates for reuse\n• Testing imports with small data sets\n• Common import failures and troubleshooting techniques\n• Import validation and data quality assurance\n• Post-import cleanup and verification procedures \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-305 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWFmMzI0ZWQtOGRkMC00MDMxLWI5ZWMtOTQwYmE2MTQzYjVj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_6-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWFmMzI0ZWQtOGRkMC00MDMxLWI5ZWMtOTQwYmE2MTQzYjVj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250814T130000
DTEND;TZID=America/Toronto:20250814T150000
DTSTAMP:20260417T041945
CREATED:20250728T180409Z
LAST-MODIFIED:20250814T232011Z
UID:10000028-1755176400-1755183600@www.maximizer.com
SUMMARY:Microsoft Integration Suite - Outlook and Word
DESCRIPTION: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. \nAgenda: \n• Obtaining and installing Outlook Integration\n• Configuring Maximizer Outlook Integration preferences\n• Setting up synchronization options and schedules\n• Saving emails to Contact List entries\, Accounts\, and Client Service Cases\n• Creating contacts directly from email communications\n• Email tracking setup and management\n• Creating and managing tracking lists\n• Tracking email threads and conversation history\n• Installing and configuring Word Integration\n• Adding merge fields to Word documents\n• Creating\, modifying\, and retrieving document templates\n• Saving document templates to Maximizer\n• Creating mailing labels and envelopes\n• Troubleshooting integration issues \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-304 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWM0MTVhYjMtZjk1NC00NDEwLWJmZGUtODllM2I5NDMxZDFh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-11-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWM0MTVhYjMtZjk1NC00NDEwLWJmZGUtODllM2I5NDMxZDFh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250814T110000
DTEND;TZID=America/Toronto:20250814T113000
DTSTAMP:20260417T041945
CREATED:20250813T184206Z
LAST-MODIFIED:20250814T231414Z
UID:10000106-1755169200-1755171000@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Zjk0YjkxNDMtMjhmMC00YzJmLTgyNzQtNjAzMWJkODgxOWVm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Zjk0YjkxNDMtMjhmMC00YzJmLTgyNzQtNjAzMWJkODgxOWVm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250812T130000
DTEND;TZID=America/Toronto:20250812T150000
DTSTAMP:20260417T041945
CREATED:20250805T174331Z
LAST-MODIFIED:20250814T231854Z
UID:10000096-1755003600-1755010800@www.maximizer.com
SUMMARY:Dashboard Creation and Business Intelligence
DESCRIPTION:Transform data into actionable insights with Maximizer’s dashboard capabilities. This class teaches administrators how to create compelling dashboards that provide real-time visibility into business performance. Learn to build custom indicators and organize information for different user roles and management levels. \nAgenda: \n• Overview of Maximizer Dashboard functionality\n• Understanding different dashboard types and use cases\n• Creating dashboards using Saved Searches\n• Building dashboards from Favourite Lists\n• Designing custom dashboard indicators\n• Modifying existing dashboard components\n• Adding new indicators and metrics\n• Dashboard permissions and user access control\n• Best practices for dashboard design and usability\n• Creating role-specific dashboards for different user types\n• Monitoring dashboard performance and user adoption\n• Troubleshooting dashboard issues \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-303 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDBhYzI3NjYtMzQxZi00ZmMwLTk0Y2QtOTVjMmVmNThjYWE3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/04/Lead_Management_System_for_Insurance_blog.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDBhYzI3NjYtMzQxZi00ZmMwLTk0Y2QtOTVjMmVmNThjYWE3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250808T130000
DTEND;TZID=America/Toronto:20250808T150000
DTSTAMP:20260417T041945
CREATED:20250805T173609Z
LAST-MODIFIED:20250814T231655Z
UID:10000094-1754658000-1754665200@www.maximizer.com
SUMMARY:Advanced Client Management - Accounts\, Client Service\, and Leads
DESCRIPTION:Dive deep into Maximizer’s advanced client management features designed for financial services. This class covers the complete lifecycle of client relationships from lead generation through account management and ongoing client service. Administrators will learn to configure and optimize these modules for their organization’s specific needs. \nAgenda: \n• Creating and viewing Accounts in detail\n• Setting up Account Objectives and defining Products/Services\n• Managing Account Status and monitoring systems\n• Creating Account Processes and Stages\n• Configuring Products\, Services\, and Categories\n• Advanced Account search capabilities and Search Catalog\n• Customizing Account Key Fields and User Defined Fields\n• Managing Account Interactions\, Notes\, Tasks\, and Files\n• Understanding the Account Timeline feature\n• Pipeline Reports and Accounts Timeline Reports\n• Lead creation and management processes\n• Lead Process and Stages configuration\n• Converting leads to accounts\n• Client Service case creation\, assignment\, and escalation \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-302 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWRhNzdlNjgtMjczYy00NmRiLTgwYjgtMjQzM2U2NjYxMWNi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-10-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWRhNzdlNjgtMjczYy00NmRiLTgwYjgtMjQzM2U2NjYxMWNi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250807T130000
DTEND;TZID=America/Toronto:20250807T150000
DTSTAMP:20260417T041945
CREATED:20250805T172537Z
LAST-MODIFIED:20250814T231542Z
UID:10000092-1754571600-1754578800@www.maximizer.com
SUMMARY:System Administration Fundamentals
DESCRIPTION:Master the core administrative functions that keep Maximizer running smoothly. This class covers essential system preferences\, user management\, security configurations\, and data integrity measures. Ideal for administrators responsible for day-to-day system operations and user support. \nAgenda: \n• Configuring Address Book\, Accounts\, and Client Service preferences\n• Setting up and managing Duplicate Checklists\n• Understanding Date Last Modified tracking\n• Configuring System Fields and Mandatory Fields\n• User management: adding new users and copying preferences\n• Enabling\, disabling\, and managing user accounts\n• Password reset procedures and security policies\n• Understanding user rights\, roles\, and privileges\n• Unlocking user accounts and managing lockout duration\n• Password complexity requirements and enforcement\n• Setting up Security Groups and Teams\n• Implementing and managing system auditing\n• Data backup and recovery considerations \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-301 \nClass Type: Administrator Training Class
URL:https://www.maximizer.com/class/system-administration-fundamentals-3/
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-13-min.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/system-administration-fundamentals-3/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250807T110000
DTEND;TZID=America/Toronto:20250807T113000
DTSTAMP:20260417T041945
CREATED:20250729T155219Z
LAST-MODIFIED:20250814T231357Z
UID:10000074-1754564400-1754566200@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://www.maximizer.com/class/1-on-1-admin-support/
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/1-on-1-admin-support/
END:VEVENT
END:VCALENDAR