Types Of Notes

Notes are used to record activities associated with Address Book entries; Customer Service cases; Campaigns; and Opportunities. Use notes to jot down “manual” notes—your ideas and impressions about a customer; a case; a Campaign; or an Opportunity.

Maximizer automatically creates different types of notes; providing a history of all your activities. Maximizer creates the following types of notes:

• Accounting – Created in previous versions of Maximizer when you create or modify accounting transactions using external accounting applications.
• Customer Service – Created when you add a customer service case.
• Email – Created when you send an email message to one or more entries or when you save an email message to one or more entries using the Microsoft Outlook Integration.
• History – Created when opportunities; cases; and campaigns are added or changed.
• Incoming call – Created when you receive a phone call.
• Mail-outs – Created when you print documents; labels; envelopes; or letters using the Maximizer Word Processor's merge feature.
• Manual – Added manually to entries.
• Opportunity – Created for Address Book entries when opportunities are added or changed. Opportunity notes can be printed or searched only from Address Book entries.
• Other – Third-party or custom notes created by your system administrator. Also; notes created by remote sites.
• Outgoing call – Created when you phone an Address Book entry.
• Task – Created when appointments or Hotlist tasks are scheduled; modified; deleted; or completed. For Hotlist task notes; the current owner of the Hotlist task is included in the note; even when a task is reassigned. For appointment notes; details of the appointment are included when the appointment is scheduled. And when an attendee list is modified; an additional note is logged.
• Timed notes – Created when you use the Timer.
• Transfer log – Created when you transfer entries between Address Books.