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MaxCustomRecord |
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Now you can link multiple fields
to Maximizer records |
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Key benefits · Create a custom database
within your Maximizer Address Book. · Multiple records link to a
single Address Book entry. · Synchronise custom data through
MaxExchange. · Search custom data and
retrieve the target records for marketing activities. |
Linking external data to Maximizer
records has not been simple. Many organizations want to link information such
as equipment details, software, assets and various other
information to a Maximizer client. Now you can easily extend Maximizer’s database structure and customize the
additional data to suit your individual requirements. You can even link the custom data
to Maximizer Customer Service cases. |
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Overview MaxCustomRecord links Maximizer Client records to
additional fields in Maximizer’s custom database.
This allows a one-to-many relationship between Maximizer Company and
Individual records such equipment details, software details, assets etc. |
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Target MaxCustomRecord is ideal for organizations that want to
link additional data to Maximizer records but are limited by the Maximizer
User-defined field structure. |
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Additional fields MaxCustomRecord accesses Maximizer’s
built in custom tables that allows to keep up to 5 Alpha Numeric, 3 Date and
5 Numeric fields for each Maximizer Client record and the Additional
financial information can also be stored for each custom record. This allows
you to capture information about the financial institution, contract type,
finance amounts and dates. You have option to set a Hotlist
reminder for when a contract period terminates. |
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Customise
field names Field
names can be modified to suit your requirements. |
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Customise
your title You
can even customize the title of your custom database. |
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Information is easy to view
and modify Data
is stored in a following window in the bottom right hand window pane so it
easy to see customer data that is linked to the current record. Adding,
editing and deleting information is as easy as a right mouse click. |
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Searching data A
powerful search function allows you to search custom record and financial
data and retrieve the corresponding Maximizer records for sales and marketing
activities. |
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For
more details contact: |
Linking to Customer Service By
installing the optional Customer Service module, custom records can be linked
to Customer Service cases so you can manage and analyse
customer service activity associated with a custom record. |
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Synchronising
data Because
the data is stored in Maximizer fields, all custom and financial data is
synchronized to all computers in your Maximizer system through MaxExchange. |
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Requirements Maximizer
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Designed for |
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Custom records are linked to an Address Book record the same way Notes, User-defined fields and Documents are. |
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Add, Open and
Delete records from the following window. |
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Open a Custom record to view and edit details. |
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Manage the Finance details for a Custom Record. |
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Modify the field labels and Custom Database title to meet you own requirements. |
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Search Custom Records by any Custom Record or Finance detail field. Retrieve the records in Maximizer or print the details to Excel. |
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For
more details contact: |
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