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• Leave Wasting Time in 2011: Click-Through to Edit Information in Maximizer CRM 12 Web Access

  Did you know that in Maximizer CRM 12 Web Access, you don’t need to press the Edit button in an open entry in order to edit the user-defined fields? Clicking in a field will evoke the control for editing value. This allows accessing the edit controls... Posted Dec 20 2011, 04:02 PM by Margarita Orlov with | with no comments Filed under: User Experience, Web Access, Maximizer CRM 12, Efficiency

• Don't Keep Your Progress to Yourself! You Can Now Share Dashboards Through Email with One Click

  If you want to report your current status to your manager or share the information with colleagues, you don't need to type all the data in an email. In the dashboard windows for Maximizer CRM 12 Web Access, you can insert the screenshot of a dashboard... Posted Nov 24 2011, 03:51 PM by Margarita Orlov with | with no comments Filed under: CRM, Business Intelligence Reporting, Web Access, KPI, dashboards, email reports

• New Feature in Maximizer CRM 12: Adding a Photo to an Address Book Entry in Web Access

  Did you know that in Maximizer CRM 12 , the Web Access users can now upload a photo for a contact, individual, and company Address Book entry? This allows the users to view the photo of a contact or the logo of a company when reviewing the detail information... Posted Nov 15 2011, 05:33 PM by Margarita Orlov with | with no comments Filed under: CRM for small business, Web Access, Maximizer CRM 12, adding photo, customer management

• New Feature in Maximizer CRM 12: Adding Hyperlinks to the Documents Tab

  by John Easton, Director of Product Management Did you know that Maximizer CRM 12 Windows Access and Web Access allow you to create a new Hyperlink document type ? This hyperlink document can be attached to an Address Book entry, as well as to an Opportunity... Posted Nov 09 2011, 11:39 AM by Margarita Orlov with | with no comments Filed under: CRM for small business, Web Access, Maximizer CRM 12, Top CRM Features, Tips & Tricks

• Two Ways to Work Faster with Maximizer CRM 12

  By Herbert Yen Have you been using Maximizer CRM Software for so long, that some of your Address Book entries have amassed a pile of notes that takes a while to sift through (and load), not unlike the new Facebook layout? In the latest release, Maximizer... Posted Nov 08 2011, 12:12 PM by Margarita Orlov with | with no comments Filed under: mobile CRM, Web Access, Salesmall Business CRM, Customization CRM, Filter CRM, Maximizer CRM 12, Address Book