In Maximizer, documents are files created in other applications.
In the Financial Advisor Edition of Maximizer, a Documents are called Files. |
You can attach files to Contact List entries, Client Service cases, Campaigns, and Accounts. You can also add hyperlinks to files stored outside of Maximizer. Files are stored with the entries to be accessed at any time.
Pictures cannot exceed 5 MB and the total upload size cannot exceed 50 MB |
When adding a file to an entry in Maximizer, you no longer need to click on the Add File button to either drag and drop or browse your desktop. You can now directly on the Files tab just Drag and Drop on the screen: