Update an Existing Address Book Entry
Using the Google Workspace Add-on; Gmail contacts can be added to existing Address Book entries without the need to log in to Maximizer CRM. The Google Workspace Add-on communicates with MAXIMIZERCRM and updates the Address Book entries that you specify; thereby making the task of updating Address Book entries simple.
To update an existing Address Book entry:
- Open your Gmail account.
- Open the email from which you want to save details of the senders or receivers.
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Click the Maximizer icon in the right pane to open the Maximizer Add-on dialog box. The sender and receiver email addresses appear under the Add New Contacts to Maximizer CRM list.
- Click REFRESH if you do not see the email address of your interest.
- Click ADD next to the email address that you want to add to MAXIMIZERCRM.
Note: If you have not opened an email, the Maximizer Add-on dialog box displays a message indicating that you must either open an email or choose an action from the menu.
- In the Search for Address Book Entry in Maximizer box; type a name for an existing Address Book entry. Matching entries will appear as you type the name.
- Select the Address Book entry of your interest and click SHOW.
- Update the following details as necessary:
| Field | Description |
| Company Name | The name of the company. |
| Phone Information |
The main phone number; fax number; and the cell number of the contact.
|
| Email Information | The email address that can be associated with this individual. Email 1 is populated with the email address you selected in step 5. Provide Email 2 and Email 3. |
- To update the company; click UPDATE COMPANY.
-OR-
To update the company and save the associated email under the
History tab of the company; click
CREATE COMPANY & SAVE EMAIL.