Microsoft Word Integration
Word Integration for Maximizer allows you to use Microsoft Word as your word processor while working with Maximizer. With Word integration; you can launch Word directly from Maximizer and work with Maximizer entries from Word. Word integration installs the Maximizer tab in the ribbon in versions of Word that use a ribbon interface and the Maximizer toolbar in earlier versions of Word. The options in the Maximizer toolbar menu integrate information from Maximizer Address Book entries; opportunities; customer service cases; and users with Word documents.
Features
- Insert Maximizer merge fields for customer service cases; opportunities and address book entries into your Word documents.
- You can view previews of Word documents showing information from entries in your Maximizer Address Book.
- You can send a Word document to the printer; automatically merging the document with entries in Maximizer.
- You can save a Microsoft Word document to the current entry in Maximizer or to multiple selected entries.
- You can create envelopes and mailing labels for the current entry in Maximizer or for multiple selected entries.
- You can open; create or update a Document template in your Maximizer template library from Microsoft Word.