Search for Maximizer Entries

An email from a contact not currently in Maximizer can still be saved to the related client record. Whether the sender isn’t in your Contacts (such as a client’s doctor or attorney), you can attach the message to the correct Maximizer contact. Learn how by following these steps.

Luis Martinez
8 steps
2 minutes

Microsoft Outlook

Please note - for each of the steps in this exercise: - ALL fields marked by an asterisk (\*) are mandatory - If any of the mandatory fields remains unfilled, the "SAVE" button will stay greyed-out (disabled).

Select the email you wish to save to your client record. The sender may appear as "Not in Maximizer" in the Maximizer Outlook panel.

Click "Search in Maximizer" and type the name of the person you wish to save this email under.

The person's name will appear in the search results.

Click the "Save email to this entry" icon to save the email.

You can modify any of these fields from this panel.

When done, click "Save Email".

You will see the "Email has been saved to the entry." message.

Congratulations! You have now learned how to search for entries and save emails to Maximizer contacts.