multiactive maximizer

Course Title:

Maximizer Introduction

Duration:

1 day

Prerequisites:

No prior knowledge of Maximizer is required. Good general PC skills are assumed, and a knowledge of other database products is an advantage
Skip to content

home

Objectives:

Delegates will learn how to use all the key features of Maximizer, running in a network environment. By the end of the course, they will be able to use the product to manage client contact effectively

 

about castalia

public courses

microsoft office courses

maximizer courses

courses general

services

training centres

links & news

privacy & terms

contact us

client comments


 

Basic concepts of Maximizer

The structure of the address book and the screen explained
Logging on and changing passwords

Managing the Address Book

Navigating
Sorting
Selecting records
Viewing records
Searching for records
Modifying records
Accessing a client's web page

Notes

Creating notes
Modifying and deleting notes
Future dating notes

Documents

Creating letters and faxes using an existing template
Printing, saving and linking
Printing envelopes and labels
Mail merge
Modifying an existing template
Printing reports

Phone

Making and receiving 'phone calls
Using the 'phone log

The Hotlist and Calendar

Creating and modifying tasks and appointments
Setting and responding to alarms
Recurring and Group appointments
Completing
Outlook integration (if applicable)

Managing E-mail

Sending to one or more contacts
Use of the E-mail window
Adding a document from an incoming e-mail

Feature Overview

Explanation of all other Maximizer windows

Policies

(Optional) client specific policies and procedures

Maximizer Modules | Maximizer Power User | Maximizer Administrator


Castalia, 49 Bisterne Avenue, London, E17 3QR. Tel: 020 8926 1564. Fax: 020 8923 7952

Back to Top