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Member |
If I receive and email in Outlook from a Contact in Maximizer, how can I place in in the documents Tab?
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Master |
Make sure you have email open within Max, and just drag'n'drop the email over the Contact.
- R. |
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Maximizer Specialist![]() |
Alternatively you can go to the E-Mail window within Maximizer and Right Click on the e-mail and choose 'Save To Contact...[Name]'.
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CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |