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Maximizer 5.0

Table of Contents

INTRODUCTION

  • Course description

  • Terms used

INTRODUCING MAXIMIZER 5.0

  • How are you doing things now?

  • Tools and functions of Maximizer 5.0

  • The Maximizer 5.0 address book folder

  • The address book window

  • Filter views

  • Address book folders

  • Company, individual, and contact entries

  • Window relationships

  • Toolbar icons

  • The menu bar

  • Active windows

  • Functions

  • Dragging and dropping

  • Right mouse clicking

  • Tabbed windows

ADDRESS BOOK FOLDERS AND WINDOWS

  • Address book folders

  • The address book window

  • The address book window display structure

  • Sorting column data procedures

  • Drag and drop in the address book window

CONTACTS AND RELATED ENTRIES

  • The contacts window

  • Related entries

  • Using drag and drop from the contacts window

                  ADDRESS BOOK DATA ENTRY

  • Address book entries

  • Adding new address book entries to an address book folder

  • Data input

  • The default entry

  • Mailing addresses

VI.            USING NOTES

  • Tasks and activities that automatically log notes

  • Notes as history

  • Creating manual notes

VII.           USER-DEFINED FIELD BASICS

  • User-defined field description

  • User-defined field types

  • Attaching user-defined field values to address book entries

       III.     INTRODUCTION TO SEARCHING

  • Search options

  • The all fields search option

  • Modify current address book list options

  • All fields search conditions

IX.             USING THE MAXIMIZER WORD PROCESSOR

  • Maximizer 5.0 word processor

  • Templates and documents

  • Template merging

  • Steps to mail merge

                  USING THE CALENDAR

  • Calendar vs. hotlist

  • Working with the calendar

  • Calendar views

  • Creating appointments

  • Calendar in a shared environment

  • Using the peg board

I.              USING THE HOTLIST

  • Hotlist tasks

  • Address book entry tasks vs. personal tasks

  • Filter views in the hotlist

  • Completing hotlist tasks

INTRODUCTION TO PRINTING AND REPORTS

  • Printing envelopes and labels

  • Printing data lists

  • Final notes on printing

INTRODUCTION TO THIRD PARTY ADD-ONS

  • Using ReportSmith Explorer

  • MARKETbuilder

  • Mapping

                  INTRODUCTION TO E-MAIL

  • The e-mail center

  • E-mail options and functions

  • Highlights of the e-mail center

XV.           OTHER TOOLS, FUNCTIONS, AND OPTIONS

  • Maximizer wizards

  • Help tours

  • The world clock

  • Inquisit

  • What Inquisit is

  • MaxAction Campaign planner

  • Loan analysis

  • The diary companion

 BACKUP PROCEDURES