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Maximizer CRM Live
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Maximizer CRM Live Add-Ons

Get even more from your Maximizer CRM Live solution with our Database Expansion and Mass Email Packs.To purchase one of these add-ons, please call your Solution Advisor at
1-800-804-6299 or email.

  • Database Expansion Packs
  • Mass Email Packs

How-To Videos & Guides

Product Name File Type
Maximizer CRM Live User's Guide PDF
Maximizer CRM Live Online Help HTML
Maximizer CRM Live Administrator’s Guide PDF
Maximizer CRM Live Administrator Online Help HTML
Configuration SWF: Flash
Getting Started SWF: Flash
Add a New User SWF: Flash
Create a Security Group SWF: Flash
Access Rights SWF: Flash
Set Up User-Defined Fields SWF: Flash
Set Up Manditory Fields SWF: Flash
Set Address Book Options SWF: Flash
Create Key Fields Lists SWF: Flash
Choose an Address Book List SWF: Flash
Create an Address Book Entry SWF: Flash
Delete an Address Book Entry SWF: Flash
Add Field Values with Global Entry SWF: Flash
Remove Field Values Using a Globlal Edit SWF: Flash
Add a Note with Global Edit SWF: Flash

Office Applications

  • Microsoft Word1, 2, 3 2003, 2007, 2010 (with latest updates)
  • Microsoft Excel4 2003, 2007, 2010 (with latest updates)
  • Microsoft Outlook3, 5 2003, 2007, 20106 (with latest updates)

  1. Supported with the 32-bit version of Microsoft Word running on Windows only
  2. Word support requires Maximizer CRM Live Word Integration Add-on
  3. Word and Outlook Integration Add-on not supported with Microsoft Office 2010 "Click to Run" version and not supported on Mac O/S.
  4. Advanced Export to Excel requires Microsoft Excel 2007 or later running on Windows
  5. Outlook support requires Maximizer CRM Live Outlook Integration Add-on
  6. Supported with the 32-bit version of Outlook 2010 running on Windows only

Internet Browsers

  • Microsoft Internet Explorer 8.0, 9.0 for Windows
  • Mozilla Firefox1 9.0, 10.0, 11.0, 12.0, 13.0 for Windows
  • Mozilla Firefox2 9.0, 10.0, 11.0, 12.0, 13.0 for Mac
  1. Microsoft Word Integration Add-on and Advanced Export to Excel are not supported.
  2. Microsoft Word and Outlook Intergration Add-ons and Advanced Export to Excel are not supported.

Supported Smartphones

View a list of Supported Smartphones.

Import

  • MXI
  • CSV and Tab-delimited