Previewing a Microsoft Word Document

You can view previews of Word documents showing information from entries in your Maximizer Address Book. When you preview the document; the linked merge fields in the document are replaced with values for the current Maximizer user; Address Book entry; Customer Service case; or Opportunity.

This procedure is written for Microsoft Word 2007 or later. The steps are slightly different in earlier versions of Word.

1. From Maximizer CRM; open the document in Word.
   
   
2. In Maximizer; click the entry to make it the current entry.
3. In the Maximizer tab in Word; select Preview. The merge fields in the document are replaced with values from the current entry.
   
   

Select Preview a second time to return to the default view showing the merge fields.