Merge a File Template for an Entry

You can merge document templates for your Maximizer entries. When you merge the document template, the merge fields in the template are replaced with values from the current Maximizer Contact List entry, Account, Client Service case, or Hotlist task.

1. Click on the Contact List entry, Account, Client Service case, or Hotlist task to make it the current entry.
   
   
2. Right-click the entry and select Merge to File.

   

   – or –

   Select Actions Merge to File.

   

3. Select the document template in the list that you wish to merge and click OK.

    

   

   The document template opens in Microsoft Word with the merge fields in the template replaced with values from the current entry.