Administrator Module
- Administrator Overview
- Permissions, Privileges and User Roles
- Access Rights for Entries
- Modifying User Access Settings
- Restricting Access to Address Book Module
- how-to-change-your-address-book-name-in-maximizer
Preferences
- Personal Preferences
- Advanced Preferences
- On-Premise Available Preferences
- adjust-the-icon-bar
- add-a-user-photo
- Changing Your Password
Security Group & Sales Teams
- Record Ownership - Full Access and Read Access
- User and Group security
- Security Groups
- Security Groups Overview
- creating-a-new-security-group
- default-security-groups-in-address-books
Formula Field
- Formula User-Defined Fields
- create-a-formula-user-defined-field
- Using Mandatory Rules To Enforce Business Rules
- Conditional Expressions For Formulas
- Examples of Conditional Expressions
- comparison-statements-in-formulas-and-mandatory-rules
Data Import
- Import Manager
- How to prepare your import file
- Importing From Excel Into Maximizer
- Using Import Templates to Import Data into Maximizer
- Import Microsoft Outlook Contacts
- Importing Leads
Excel Export & Reporting
- about-export-to-excel
- generate-an-excel-report
- Export A List Of Entries To Microsoft Excel
- Use The Sample File to Import Companies and Contacts
- Create a New Report Template Using Maximizer Basic Fields
- Create a New Report Template Using User-Defined Fields
Auditing
Template Library
VoIP
SMTP Server
SSO Guide for Google Cloud and Azure
- Overview SSO
- SSO Google Cloud
- Google Cloud Identity for Maximizer SSO
- How Maximizer SSO Works With Google Cloud Identity
- Adding Google Cloud Identity As the IdP In Maximizer CRM
- Completing The Google Cloud Identity Configuration