Course Title:

Maximizer Administrator

Duration:

1 day

Prerequisites:

A thorough knowledge of Maximizer to advanced user level is essential, as are good general PC skills

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Objectives:

Delegates will learn how to administer a Maximizer installation. By the end of the course, they will be aware of both procedural and technical aspects affecting the installation, and how to ensure that data integrity is maintained

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Managing User Defined Fields (UDFs)

UDF types
Creating new UDFs
Modifying and deleting UDFs and the implications for losing data
UDFs and Global Edit reviewed

Users and User Groups

Adding users and user groups
Modifying users preferences, properties and user groups
Deleting users and user groups - including implications for making data inaccessible
Editing the Default Entry and creating default notes

General

Modifying system options and system defaults
The folder password
Using the Current User report and licence issues
Creating and using macros
Customising toolbars

Managing Records

Policy issues regarding old records
Moving/copying a contact to a different company
Deleting records
Changing an individual to a company record
Creating duplicate entries
Checking for duplicates
Combining records
Purging

Managing Address Books

Creating new address books and making them available to users
Deleting address books
Transferring data and transfer preferences
Importing data, including two pass imports
Exporting data, including creating catalogues
Back up address books, including advice on back up cycles
Restoring from a back up

Policies

Policies and procedures
Managing feedback

Maximizer Modules | Maximizer Introduction | Maximizer Power User

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