Maximizer Level One Training Course Outline

Overview: This course is designed to provide the user with the fundamentals of using Maximizer in a day to day environment. 

Target: Users who need to how to effectively create, find and modify records and log a history of the communication process. 

Duration: 4 Hoours based on 4-6 participants.

Prerequisite:  Familiarity with Windows environment. 

Module 1 - Introduction to Maximizer

Understanding the features, functions, screens and flexibility of Maximizer.

Logging in

Module 2 - Working with Records

Understanding the different types of records and how to add, find and edit records.

Manage Addresses.

Print labels.

Change the way data is viewed.

Module 3 - User Defined Fields

Understanding the different types of fields and how they can be used.

Update and modify fields. 

Module 4 - Searching for Groups of Records

Simple Searching, searching for names, companies, phone numbers.

Using Widcards.

Using Multi criteria and User Defined Fields. 

Catalog searches.

Module 5 - The Notes Section

Enter manual notes and identify note items which are logged automatically.  Searching for notes.  Searching for a string of text in the Notes window. View notes for a particular entry.  Printing a Note report.

Module 6 – Basic Time Management

Create and manage Tasks.

Module 7 - Email

Send and receive email from the Maximizer Address Book.

Maximizer Level Two Training Course Outline

Overview: Advanced Maximzier functionality 

Target: Power Users who need to manipulate data and communicate with clients and prospects using personalized marketing.

Duration: 4 hours based on 4-6 participants.

Prerequisite:  Maximizer Level One.

Module 1 – Advanced User Defined Fields

Manage Folders.

Create, modify and protect User Defined Fields. 

Module 2 – Advanced Searching

Search using multiple criteria

Catalogue searches.

Module 3 - Working with Records

Select records, create lists, advanced record segregation.

Module 4 – Microsoft Word Integration

Understanding the concepts of interfacing  Maximizer with Microsoft Word, linking and inserting field codes. 

Creating customised Maximizer Templates in Microsoft Word. 

Create personalised Mail Merges.

Module 5 – Personalized Emails (text)

Create and email personalised emails to records or groups of records. 

Module 6 – Managing the Maximizer Interface

Setup, modify and delete customised views for the address book window.

Manage the Maximizer Toolbar.

Creating Macros

Module 7 – Advanced Time Management

Creating and rescheduling appointments in the calendar.  Creating recurring appointments in the calendar and scheduling group appointments.  View the Peg Board.

Identify and utilise the components of the Hotlist, prioritise and sort Maximizer Hotlist tasks, view all activities for a company or contact and add a Hotlist task for another Maximizer user.

Module 8 - Charting an Address Book and using OLE

Chart the address book and graphically represent particular components of the database.  Using Object Linking and Embedding (OLE) within  Maximizer to store picture files, sound, spreadsheets and word processing documents.