Basic Training

(Training at each level is optimised to be delivered as one four-hour session or two two-hour sessions.)

  • Welcome to Maximizer
  • Navigating the Maximizer windows
  • Locating records with simple searching exercises
  • Guidelines to adding new records to your database
  • Creating a Default Entry
  • Creating a new Company (or Individual) record
  • Categorising your Company record with User Defined Fields
  • Attaching Contacts to your Company
  • Categorising your Contact records with User Defined Fields
  • Editing existing Company and Contact records
  • Recording Notes for Company and Contact Records
  • Adding Documents to Company and Contact records (Linking and Embedding)
  • Establishing alternative Mailing Addresses for Company and Contact records
  • Setting User Preferences
  • Managing tasks with the Hotlist
  • Reassigning Hotlist tasks to other Users
  • Managing personal and company time with the Calendar
  • See where everyone is with the Peg Board
  • Manipulate your data with more detailed Searching options
  • Introduction to mail merging with the Maximizer Word Processor / Microsoft Word
  • Automatically produce Labels and Envelopes