Word Integration for Maximizer lets you use Microsoft Word as your word processor while working in Maximizer. You can launch Word directly from Maximizer and work with Maximizer entries from within Word.
Word Integration adds a Maximizer tab to the Word ribbon. The options on this tab connect your Word documents with information from Address Book entries, Opportunities, Customer Service cases, and Users.
Word Integration works with both Maximizer Cloud and On-Premise deployments. Where steps differ, the articles below call this out.
Get started
Word Integration – Install and Connect (Cloud & On-Premise): install the add-in, connect it to your Maximizer account, and choose the list of records to work with.
What you can do
- Insert merge fields for Customer Service cases, Opportunities, and Address Book entries into your Word documents. See Insert and Format Merge Fields.
- Work with document templates: create, open, or update templates in your Maximizer template library from Word. See Create, Open, and Update Document Templates.
- Preview, print, and save merged documents for the current entry or multiple selected entries. See Preview, Print, and Save Merged Documents.
- Create envelopes and mailing labels for the current entry or multiple selected entries. See Create Envelopes and Mailing Labels.
Need help?
See Word Integration – Troubleshooting (Cloud & On-Premise) for protected documents and the "Unreachable services" error (On-Premise).
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