Updating Maximizer to note email received in Outlook?

infarchNew Member

I use Outlook as my primary email client. Is there anyway I can have a contacts Maximizer record be updated to note that email has been received in Outlook?

I relaise that I could use the eMail view in Maximizer, and "add a document" to a contacts record, but I would prefer to be able to continue using Outlook for reading all inbound email.

Even if it can't be done compeltely automatically, is there maybe a toolbat for Outlook (either Maximizer's own or a thrid-party add-on) that would let me press a button in Outlook to update a Maximizer record?

TIA,

NIck

3/2/083:19 PM

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advocosupportMaximizer CRM Consultants

Nick,

The outlook interface to Maximizer is handled through the MAPI as such it is simply a pass through. The e-mail window in Maximizer is simply a view of Outlook and all create/send e-mail functions within Maximizer simply call the appropriate outlook function via MAPI.

There is a toolbar for outlook that allows you to copy an e-mail from outlook to the matching contact in Maximizer however I'm not sure that this is available under v9 however.

3/4/082:20 PM

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infarchNew Member

Thanks, CABC Support person. Yes, I realise that in Maximizer I can see all my Outlook email messages, and that gives me a workaround, albeit a clumsy one.

As I read all my email in Outlook itself, and only use Maximizer for searching for propsects, tracking contact with them, etc, what I was hoping for is a way that I could, when in Outlook, push a button to tell Maximizer to make a record that I have received a response from a prospect.

3/8/081:09 PM

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advocosupportMaximizer CRM Consultants

Good Afternoon Again,

The functionality that you're looking for is, I'm afraid, not present in Maximizer in any of its versions.

It could possibly be developed for you but that would require some custom software to be written and so would have a cost associated.

3/12/082:46 PM

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infarchNew Member

Thanks. We'll find a way to formalise a process around our workaround, then. Thanks for the confirmation.

3/12/0810:01 PM

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