Maximizer 9 Level 2

To download course outline click here.

We offer 3 levels in Maximizer ® as well; we can create a customized curriculum to better suit your application requirements.

Introduction

This course is designed to introduce new users to the many features of contact management using Maximizer. Participants will learn the basics of creating and editing address book entries, searching for contacts, working with hotlists, e-mail and mail merge as well as managing appointments.

In this session you will learn how to:

• Overview of Databases and CRM
• Exploring the modules in Maximizer
• Adding and Editing Address Book Entries
• Exploring the Calendar
• Exploring the Hotlist
• Basic Reports
• Working with E-mail
• Working with Word or WordPerfect
• Basic Searching
• Managing Appointments

Advanced

This course is designed for the current user who wants a review of the basics plus the additional knowledge of working advanced searching, global edits, customizing views, working with reports, and basic back-up and security processes.

In this session you will learn how to:

• Setting up Maximizer for Efficient Use
• Creating and Managing UDFs (User Defined Fields)
• Searching and Selecting Records
• Power of Using Global Edit
• Advanced document and e-mail merging
• Customizing and Filtering Views
• Backup and Security

Maximizer Administrator

This course is designed for people who are responsible for setting up and administering the Maximizer data base. In this session you will learn the planning process of creating a data base, importing data, setting up user defined fields, adding and managing users, managing security and other features of Maximizer.

In this session you will learn how to:

• Creating a new Address Book
• Importing and Managing Data
• Adding and Managing Users
• Rights Management
• Security and Backup
• Customizing Screens and Reports

To download course outline click here.