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Questions and Answers:
Q: Spaces are not allowed instead of a Last Name for a Maximizer
contact?
A: Maximizer is looking for recognised characters in the last
name. It reminds me to ask people for their last name – after all
there may be more than one Mary in the company.
Q: How can I import data from Outlook into Maximizer?
A: There is a problem with the amount of information that
Outlook exports into the Windows comma delimited file. When you open
it in Excel, you will see what is happening. Outlook has many more
fields than you need in Maximizer, so delete all the blank ones in
Excel first and then do a File | Save As to make sure that it keeps
the *.csv format. Excel will complain but ignore it. You can then
import the edited file into Maximizer and match the fields with each
other.
Note: import companies and individuals first and ignore contacts by
placing the Skip field tag by First Name, Last Name etc. Then
Import the contacts.
Question: Where are my toolbars and why can’t I open my
address book in Maximizer?
Answer: – Somebody has hidden the icon and toolbars! It may
have happened you if you were playing with your mouse whilst on the
phone. Click on View | Toolbars and look at the resulting
dialog box. It will show you what is not visible. By double clicking
on the toolbar, you can change it to Visible then click on
OK. Repeat for each one and finally click on OK to go
back to Maximizer and see them all again!
If only one or two are missing, you can right click on the toolbar
area and click on the missing ones to restore them.
Problem: Creating Hotlist Task in Maximizer
Solution: Hotlist Tasks in Maximizer form the basis of your
day, once you have created your initial list, you will find that you
use the hot list to run your life! Using drag and drop, take the
contact you wish to work with up to the Hotlist icon and then create
the task you want to do. I keep my hot list tasks for letters,
e-mails, phone calls and research. Generally I do not set a specific
time for hot list tasks only for meeting \s that I schedule in the
calendar.
As I do each task, I create the one to follow it and also make notes
about what I have done in completing it, so that I automatically
create a history of my actions around that contact and their
company.
Q: I want to use Maximizer Enterprise's Marketing
Campaign Manager but I need an SMTP server, how can I get one?
A: We can supply a mail daemon for free (installation
charged only) which will serve the purpose and give everyone in your
company access to e-mail. Let us know if you want to have it and we
will arrange installation. It works with Outlook 2000 proper (as
does Maximizer) and not with Express. However, we advise a
paid for solution as mails can bounce from the free versions!
Second A: We can supply VPOP, which does
cost but has many more advantages (ask us!). It works with Outlook
proper (as does Maximizer) and not with Express.
Problem: Creating a View in Maximizer
Solution: Views in Maximizer are a powerful way of finding
out at a glance what you need to know about a customer. To create a
new view, you click on View – Column Setup – Add. Give your view a
name, which describes what it is to show you about your database and
then select what must appear in each column by clicking on the
column and then on the fields displayed on the left hand side bottom
box that you want. Click on Add to add them to that column one by
one. Once you have the View you want, click OK and then Use Now. If
it isn’t as you want, go back and edit it.
Q: What is a Backup?
A: You mean we haven't bored you out of your skull by
insisting that you do backups? Sorry, but its true. We continually
harp on the need to keep backups, yet we recently had a customer who
had a virus delete her Maximizer contacts, and she had made no
backups. "I didn't think I'd need a backup", she said.
Maximizer has its own backup utility and this can be used to back up
your vital CRM information at least once a week.
Q: How dangerous are viruses?
A: Very! Please keep your eScan, Norton, McAfee,
or whatever, updated weekly. Your contacts will not appreciate being
spammed with virus-generated e-mails and you don't want your
valuable client databases deleted or damaged.
Would you like to add a tip of your own (due acknowledgement will be
given!) –
click here.
See also:
Excel Tips,
Excel Programming
Tips,
Microsoft Word Tips,
Microsoft Access Tips,
Tips on
Windows and other Windows Programs. |
