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Where There’s a Will, There’s a Way

The Outlook Toolbar: Making a (not so) spiritual connection with Outlook

You never really notice your dependence on things. For example, one day I left my iPhone at home. For the whole day, I had no access to e-mail, music, or a cell phone. It was actually very relaxing. All I was missing was a couple beers and a beach. But the entire day, I was constantly thinking of things to check or maps to draw and I couldn't do it. Maybe I do that kind of stuff so often now that I don't notice it, until, of course, it's gone.

At work, I have a fixation with my Outlook window. Have a look at my work setup below.


I would say my computer looks like this more often than not during the day.  Notice how I have Outlook dedicated to one screen. For me, Outlook always needs to be on and visible. I NEED to see my emails coming in and I NEED to answer emails quickly. It's one of (the many) habits I picked up from working in the real world.

With my dependence on Outlook and my inherited dependence on Maximizer, I was really happy to learn that there is an Outlook Toolbar allows you to do a couple of important things in Maximizer, from Outlook.

There is a different toolbar for the mail, new email message, contacts, and contacts information windows. In this blog, I'm just going to talk about the one I use the most, the one in the mail window. The mail window is the one with the Inbox and other incoming email folders.

Let's take a look at some of the options that are available to you on the outlook toolbar.

  1.  Save Sender as contact in Maximizer
    This option allows you to create a Maximizer Address book entry from an Outlook email message. The entry is created from the sender's information.
  2. Create CS Case
    This will bring up a dialog that will let you create a customer service case. The customer service case can be created for an entry that already exists in Maximizer, or you can also choose to create a new Address Book entry and a new customer service case.

  3. Save email to contact in Maximizer
    You can save an email message in Outlook to the documents window of one or more Address Book entries.

  4. View Contact in Maximizer
    If you have synchronized the contact from Outlook to Maximizer or the contact was created using the Save Sender as Contact in Maximizer button, then when you hit this button, it will retrieve the contact in Maximizer. Otherwise, if the contact was created outside of Outlook and not synchronized, then Maximizer will try to find the entry in the database using the email address.

 

Only published comments... Jun 04 2009, 04:24 PM by Will Leung
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Comments

 

finark said:

I just upgraded to CRM 11 from 10 as my new laptop is a 64-bit and unfortunately wouldn't allow for CRM 10 to install at all so more $$$ for the buggers.

I admit the new version is nice, HOWEVER, I'm stumbling through some issues especially with Outlook.  I'm using Office 2010 and when I send emails through Maximizer it logs the email in my contacts documents list just like CRM 10 did but when I look in the sent items column in outlook to ensure it's been sent it doesn't log it under the date.  Instead it puts it into "None" and on top of that it sorts it in reverse order.  I only use the sent items to ensure my email from Max has been sent as it's logged in the clients name within Max so tracking isn't a biggie but when I had sent an email the other day and could'nt see that it was sent I ended up sending a second one and was a bit embarrassed to see that I had sent two not knowing to look in this "none" column.  Have you seen this?  Sorry for the long winded explaination.

Thanks.

February 4, 2011 3:14 PM

About Will Leung

Will is a technical communications specialist at Maximizer Software. 'Where There's a Will, There's A Way' gives Maximizer CRM users helpful insider tips for getting the biggest benefits from Maximizer's CRM and mobile CRM solutions. Read more about Maximizer CRM at www.maximizer.com.