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I |
Introduction |
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A. |
Course Description |
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B. |
Terms Used |
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II |
Introducing
Maximizer |
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A. |
How Are You Doing Things
Now? |
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B. |
Tools & Functions of
Maximizer |
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C. |
The Maximizer Address
Book Folder |
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D. |
The Address Book Window |
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E. |
Filter Views |
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F. |
Address Book Folders |
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G. |
Company, Individual,
& Contact Entries |
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H. |
Window Relationships |
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I. |
Toolbar Icons |
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J. |
Menu Bar |
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K. |
Active Windows |
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L. |
Functions |
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M. |
Dragging & Dropping |
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N. |
Right Mouse Clicking |
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O. |
Tabbed Windows |
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III |
Address
Book Folders & Windows |
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A. |
Address Book Folders |
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B. |
The Address Book Window |
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C. |
The Address Book Window
Display Structure |
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D. |
Sorting Column Data
Procedures |
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E. |
Sorting Column Data
Procedures |
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F. |
Drag & Drop in the
Address Book Window |
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IV |
Contacts
& Related Entries |
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A. |
The Contacts Window |
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B. |
Related Entries |
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C. |
Using Drag & Drop
from the Contacts Window |
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V |
Address
Book Data Entry |
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A. |
Address Book Entries |
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B. |
Adding New Address Book
Entries to an Address Book Folder |
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C. |
Data Input |
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D. |
The Default Entry |
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E. |
Mailing Addresses |
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VI |
Using
Notes |
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A. |
Tasks & Activities
That Automatically Log Notes |
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B. |
Notes as History |
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C. |
Creating Manual Notes |
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VII |
User-Defined
Field Basics |
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A. |
User-Defined Field
Description |
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B. |
User-Defined Field Types |
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C. |
Attaching User-Defined
Field Values to Address Book Entries |
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VIII |
Introduction
to Searching |
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A. |
Search Options |
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B. |
The All Fields Search
Option |
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C. |
Modify Current Address
Book List Options |
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D. |
All Fields Search
Conditions |
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IX |
Using the Maximizer
Word Processor |
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A. |
Maximizer Word Processor |
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B. |
Templates & Documents |
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C. |
Template Merging |
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D. |
Steps to Mail Merge |
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X |
Using
the Calendar |
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A. |
Calendar Vs.
Hotlist |
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B. |
Working with
the Calendar |
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C. |
Calendar
Views |
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D. |
Creating
Appointments |
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E. |
Calendar in
a Shared Environment |
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F. |
Using the
Peg Board |
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XI |
Using
the Hotlist |
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A. |
Hotlist
Tasks |
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B. |
Address Book
Entry Tasks Vs. Personal Tasks |
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C. |
Filter Views
in the Hotlist |
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D. |
Completing
Hotlist Tasks |
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XII |
Introduction
to Printing & Reports |
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A. |
Printing
Envelopes & Labels |
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B. |
Printing
Data Lists |
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C. |
Final Notes
on Printing |
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XIII |
Introduction
to Third Party Add-Ons |
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A. |
Using
ReportSmith Explorer |
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B. |
MARKETBuilder |
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C. |
Mapping |
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XIV |
Introduction
to E-mail |
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A. |
The E-mail
Centre |
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B. |
E-mail
Options & Functions |
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C. |
Highlights
of the E-mail Centre |
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XV |
Other
Tools, Functions, & Options |
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A. |
Maximizer
Wizards |
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B. |
Help Tours |
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C. |
The World
Clock |
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D. |
Inquisit |
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E. |
What
Inquisit Is |
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F. |
MaxAction Campaign Planner |
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G. |
Loan
Analysis |
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H. |
The Diary
Companion |
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XVI |
Backup
Procedures |
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