Installing Microsoft Office Integration
If Microsoft Word or Microsoft Outlook integration is enabled, you can install Word or Outlook integration directly from Maximizer Web Access. For information on enabling Word and Outlook integration, see the Maximizer CRM Administrator’s Guide or your system administrator.
This setup involves downloading Active X controls, which may be disallowed on some networks.Word and Outlook integration can also be installed from the Maximizer CRM CD. For more information, see the Maximizer CRM Administrator’s Guide.
➤ To install Office integration
In the left navigation pane, hover your mouse overAdministration, and select Set Up Office Integration from the pop-up window.
The Personal Setup page opens.
Select MS Word Integration or Outlook Integration.The Personal Setup > Desktop Integration page opens describing the basic steps required to install the files.
Click Download.A window opens giving you the option to run or save the file.
Click Run and follow the steps outlined in the setup wizard to install the files.Microsoft Word Integration
You can use Microsoft Word as your word processor while working with Maximizer. With the integration, you can launch your word processor directly from your Address Book with a toolbar button.
Word integration is available only in Microsoft Internet Explorer.Word integration installs a Maximizer Web Access toolbar menu in the word processor. The options in the Maximizer Web Access toolbar menu integrate Address Book entries in Maximizer with the word processor. This toolbar menu is different from the Maximizer toolbar, which integrates with Maximizer and not with Maximizer Web Access.
The following sections contain additional information on working with Word Integration:
• “Microsoft Word Macros Security Settings” on page 125
• “Inserting Merge Fields in Microsoft Word” on page 126
• “Merging Microsoft Word Documents” on page 127
• “Sending Microsoft Word Documents to Printers” on page 127
Microsoft Word Macros Security Settings
Maximizer macros can operate in Microsoft Word with a “high”
security setting. To adjust your macro security setting, go to Tools >
Macro > Security in Word and make your selection in the Security Level tab.
The first time you open Word after installing Word Integration, you are prompted to trust the Maximizer macros. Simply select the
“Always trust macros from this source” option and click the Enable Macros button. The dialog box will not appear again.
Inserting Merge Fields in Microsoft Word
You can insert merge fields into documents in Microsoft Word, letting you add information in your Address Book to your document.
Word integration is available only in Microsoft Internet Explorer.When you add merge fields to Word documents, you have the option of adding the merge field as a link. When the merge field is added as a link, the merge field syntax is added to the document. When you merge the document, the syntax is replaced with values for the current entry. If you add merge fields without linking them, the value of the merge field for the current entry is added to the document.
➤ To insert a merge field in a Word document
With a document open in Word, place your cursor where you want to insert the merge field.
From the Maximizer CRM Web Access toolbar menu, select Insert Merge Field.The Insert Merge Field dialog box opens.
In the Select a Merge Field for drop-down list, select the type of merge field to insert.
Select a merge field from the list.
To add the merge field as a link, select the Link checkbox.
Click OK to finish adding the merge field to the document.Merging Microsoft Word Documents
You can merge your Microsoft Word documents with entries in your Maximizer Address Book. Merging a document replaces all merge fields in the document with values for the current Maximizer user, Address Book entry, opportunity, or customer service case.
Word integration is available only in Microsoft Internet Explorer.➤ To merge a Word document
Open the document in Word.
Select the entry with which you want to merge in Maximizer Web Access
From the Maximizer CRM Web Access drop-down menu in Word, select Merge Document.Sending Microsoft Word Documents to Printers
When you use Microsoft Word with Maximizer, you can send a Word document to the printer, automatically merging the document with one or multiple entries in Maximizer. When you send the document, you can choose to merge the document with the current entry or with all selected entries in Maximizer. You can also log a note to all entries included in the merge.
Word integration is available only in Microsoft Internet Explorer.The document is automatically sent to the printer that is currently set up in Word.
➤ To send a Word document to the printer
Open the document in Word.
Select the entry or multiple entries in Maximizer Web Access.
From the Maximizer CRM Web Access toolbar menu in Word, select Send Document.The Send Document dialog box opens.
Under Merge with, select how you want to use the current list.• Select Current Entry to merge the document with only the current entry.
• Select Selected List to merge the document with all selected entries in the current list.