Maximizer

How-to's Quick reference

These were copied from the Maximizer training manual as a quick reference for anyone who needs it.
Note: This will be updated as I test them and add some that are Genisys related.

Open Address Book Folder
Create a new Address Book Folder and Copy defaults from an existing Address Book Folder.
Check new Address Book Folder for copied defaults
Transfer Selected Address book Entries to another Address Book.
Transfer an Address Book Folder using E-mail.
Transfer a Column Setup to another Address Book Folder.
Check Target Address Book Folder for transferred Drop-Down Tables
Accessing Preferences
Security tab preferences
History tab features
Calendar tab features
Labels and Envelopes tabs
Create a Favorite Workspace
Save a Favorite Workspace
Create a Date User-Defined Field called Birthday that will automatically be added to your Hotlist annually
Create a Table User-Defined Field and add items
Index User-Defined Fields
Modify existing User-Defined Fields
Use Search by All Fields
Add a Search to the Search Catalog.
Use a Catalog search
Create a Favorite List.
View a Favorite list.
Display an existing Deftned View
Create a new Filter View using Column Setup
Modify a Deftned View using Column Setup
Delete a Filter View
Print a Column Report for all Contact Entries of a Company Entry
Print a Column Report for a specific group of Address Book Entries
Print a Note Report for a single Contact Entry
Print a Name/Address/Telephone Report.
Insert Maximizer Enterprise Merge Fields into an MS Word Template or Document.
Merge the current Template with the Entire List of Entries
Link a Current Document to the Current Entry
Embed a file into the Documents window
Make a call and track data associated with the call.
Customize the Subject fteld list.
Print a Note report for phone calls
Using Activities
Accessing Personal Activities
Graph Address Book Folder.
Open the E-mail Center
Save an E-mail to an existing Address Book Entry
Set up a Favorite Workspace and save multiple E-mail messages
Record a regular macro
Run a recorded macro
Assign an icon button to a macro
Record a Continuos Macro
Perform a Global Edit.
Access the Personal Window
Set up the Journal for user activity reports
Retrieve a user activity report from the Journal.
Create a manual Journal Entry
Add a New Income/Expense Account
Add Amounts to Accounts
Perform a Backup
Establish a Backup Schedule
Set up sharing in Maximizer

Open Address Book Folder

Launch Maximizer Enterprise 5.0.
Click the File menu.
Choose Open Address Book Folder.
Select the Address Book Folder you want to use.
Click Open.

Create a new Address Book Folder and Copy defaults from an existing Address Book Folder.

Click the File menu.
Choose New Address Book Folder...
Type a name into the Description of New Address Book Folder field.
Click OK to create the new Address Book Folder.
In the Copy Defaults dialog box, select another Address Book Folder to copy defaults from.
Click Yes. You have preferences settings, Templates, User-Defined Fields, Macros and expenses copied from the existing Address Book Folder.

Check new Address Book Folder for copied defaults.

To check for Column Setups, click the View menu, select Column Setup, or click the Filter View in the Address Book window.
To check for Templates, open the Maximizer Word Processor by clicking the typewriter icon on the Standard Toolbar or pressing F8. Then click the File menu and select Open. This list will contain the available templates for the current Address Book Folder.
To check for drop-down list items, click the Edit menu and choose Add...Individual. Use the mouse to click in the Salutation field and press the down arrow to see whether there are any drop-down menu items.

Transfer Selected Address book Entries to another Address Book.

Open the Address Book Folder you wish to copy from--the source.
Using the Select function, choose the Address Book Entries you wish to transfer.
Click the Transfer Data icon on the Standard Toolbar.
Select Address Book Entries.
At the Transfer dialog box, choose Direct Address Book Folder Access.
Click on your target Address Book Folder ( for example Archive).
Click OK.
If your Address Book Folder has security system turned on, you will now see a dialog box asking you to login to target Address Book Folder. Type in your usual login and password. If security is off, you will not see this at all.
At the Transfer Address Book Entries dialog box, choose whichever transfer options you wish to include, i.e. Hotlist tasks, User-Defined Fields, etc.
If you do not want to log a note in the Target Address Book Folder, turn off Log Transfer Results to Notes.
Click OK.
Transfer is complete. Yoou will have a Transfer Summary telling you what was transferred.

Transfer an Address Book Folder using E-mail.

This assumes that your E-mail system is setup and configured properly.
Use the Select function to select Address Book Entries in the source Address book Folder.
Click the Transfer Data icon.
Choose E-mail as the Transfer method.
At the Transfer Address Boo Entries dialog box, choose the Transfer Options you want to include. All options are selected by default.
Type a Message to Log to notes field if you wish.
Click OK.
A Transfer Summary will appear. Click the Close button after viewing or choose Print to print it.
Maximizer Enterprise now compresses the files and provides a Compose E-mail Message dialog box.
Enter the E-mail address of the recipient. Ensure the attachment is an *.MDE file. Add details to your E-mail message. Click Send.
A dialog box appears telling you E-mail Message Sent. Maximizer Enterprise has now sent your E-mail message to your E-mail system.
If your E-mail system doesn't send automatically you will have to complete the send.

Transfer a Column Setup to another Address Book Folder.

Open a source Address Book Folder.
Click the Transfer Data icon.
Choose Column Setup.
Select the Column Setup view you want to transfer.
Click transfer.
At the Transfer dialog box, choose Direct Address Book Folder Access.
Choose the target Address Book Folder.
Click OK. (You may be asked to log in to the target.)
A Transfer Complete dialog box will open with the number of Entries transferred.
Click Ok.
Click Close.

Check Target Address Book Folder for transferred Drop-Down Tables.

Click the File menu.
Choose Open Address Book Folder.
From the list, select the target Address Book Folder you transferred data to.
Add a new Individual Entry and use drop-down tables by clicking the field buttons.
If you transferred all the drop-down list items you will see each list has data.

Accessing Preferences

	Click the file menu.
	Choose Preferences.
	Click on the relevant tab to make the changes.

Security tab preferences.

	Turn security On or Off.
	Create new users.
	Choose and set passwords.

History tab features.

	Control which activities are logged to Notes or Journal windows.
	Activities include: printing or faxing documents, printing labels or envelopes, Hotlist task scheduling and completion, timers, and phone calls. For phone calls, you may also suppress or allow Follow-up Activity Prompt And Result Table on Hang Up.

Format tab features. You may choose settings for.

	Date format.
	Address format.
	Calendar tab features.
	Access to Calendar.
	Default Views and Options.
	Default Alarm Lead Time
	Default Interval for appointments.

Labels and Envelopes tabs.

	Size
	Orientation
	etc

Reports tab features.

	Margins
	Size
	Orientation
	etc.

Create a Favorite Workspace.

Click the Window menu.
Turn Tabbed Windows off--click off checkmark.
Click the Address Book window using the Icon Bar.
Customize the Address Book window using the mouse's double-sided arrow cursor. Drag edge of window sizes until you are satisfied with the appearance.

Save a Favorite Workspace.

Click on the Window menu.
Choose Favorite Workspaces.
Click Add, type a name into the Workspace Name.
Click OK.

Create a Date User-Defined Field called Birthday that will automatically be added to your Hotlist annually.

Click file, choose Setup User-Defined Fields.
Click Add.
In the User-Defined Field text field, type Birthday.
Under Type, click Date.
Under Attributes, turn on Include in Hotlist.
Also turn on Annually Recurring Event.
Ensure that Individuals and Contacts are checked and Companies is unchecked, since only people have birthdays.

Create a Table User-Defined Field and add items.

Click File. Select Setup User-Defined Fields.
Click Add.
In the User-Defined Field text field, type Number of Employees.
Under Type, click Table.
Under Field May Be Added To, select Companies and Individuals, and deselect Contacts. This ensures the data is available only to Companies or Individual Entries because this particular field is relevant to the whole organisation not to Contacts within the organisation.
Click OK.
Highlight the field Number of Employees. Click Items.
In the Set-up Items dialog box, click Add.
Type "1-20", click OK. Click the Add button to add more items.
Type "21-40", click OK. Click Add button to add more items.
Type ">40", click OK.
Close the Add Items dialog box and the Set-up User-Defined Fields box.
Now when you enter the User-Defined Fields, these item ranges are available under Number of Employees.

Index User-Defined Fields.

Choose a group of fields to index.
Click on File, Set-up User-Defined Fields.
Highlight one of the fields, click Properties.
Insert an asterisk * at the beginning of the name of the field. ( Or you may use a numbered system such as 1., 2., etc.)
Click OK.
Repeat with each field you wish to index.
Click Close when finished.

Modify existing User-Defined Fields.

Click on the File Menu, choose Set-up User-Defined Fields.
Highlight the fields you wish to alter and click Properties.
With Numeric fields you can alter the name, but not the number of decimal places. Decimal places can only be set when the field is created.
For Table Fields, you can alter the name, but to alter each item or add/remove items, select the Table field, then click Items. From the Set-up Items dialog box, you can Add, Modify, or Delete items.

Use Search by All Fields

Click on Search, All Fields.
Click Add.
Choose which User-Defined Field(s) you wish to add to the current search.
For each User-Defined Field you will enter a value or a range of values, e.g. City - San Diego.
You may use the commands Change, Removel and Not Equal to refine your search.
Under Search Condition, choose Must Match All or Match One or More.
Choose whether you are including Companies, Individuals, and/or Contacts under Find Matching option.
Under Modify Current Address Book List, choose Add, Narrow or Replace current list.
Click OK to proceed with the search.

Add a Search to the Search Catalog.

Click Search, All Fields.
Add User-Defined Fields and other variables that you wish to use for this saved search.
Click catalog.
Click Add. Type in a description of this search.
Click OK, click Close.

Use a Catalog search.

Click Search All Fields.
Click Catalog.
Select the saved search you want to use.
Click Retrieve.
If there are data ranges to select or input, a prompt will appear to enter them now.
Notice the User-Defined Fields and values in the Fields for Search window.
Choose an option for Modify Current Address Book List.
Click OK to proceed with the search.

Create a Favorite List.

Create a list of Address Book Entries using Search or Select.
Click View and select Favorite Lists.
Click the Add button and type a description for the new list.
Click Private if you do not want other users to have access to your Favorite list.
Click OK.

View a Favorite list.

Click View, select Favorite Lists.
Highlight the list you want to view.
Click Retrieve.

Display an existing Defined View.

Click the down arrow button of the Filter View in the Address Book window title bar or Contacts window title bar.
Select the Filter View you want to use.

Create a new Filter View using Column Setup.

Open the Address Book Folder if it is not open already.
Make the Address Book window active.
Click the Column Setup icon, or click View, Column Setup.
Click Add.
Type a description for the view's Name.
By default, the Name field appears in the first column.
Click Column 2, you will see a small triangle indicating that it is active.
Loo in the Available Fields box.
Select the field you wish to appear in Column 2. For example, Industry.
Click Add. The field now appears in the Selected Fields window and under column 2.
Column 2 is also labelled with the name of the field you have just selected.
If you add another value to this column, the column name remains the same. If you wish to change the column name, double click on it and type your preferred name in the Column Properties dialog box. Click OK.
You can use Add or Remove to put values in columns, or double-click on selected fields to auto enter.
You can set the width of the columns by dragging the cursor between column headings.
You can also move columns to the left or right of each other using the Move Columns arrows.
When you are finished setting up values, click OK.
At the Column Setup dialog box, choose Use Now.

Modify a Defined View using Column Setup.

Click the Column Setup icon on the Address Book window title bar.
Select the view you want to modify.
Click Properties.
Make the modifications.
Click OK.

Delete a Filter View.

Click the Column Setup icon on the Address Book window title bar.
Select the Defined View to be deleted.
Click on Delete.
It will ask if you are sure you want to delete the selected Defined View.
Click OK.
It will not delete if you are currently using it.

Print a Column Report for all Contact Entries of a Company Entry.

Make the Address Book window active.
Make the Company or Individual Entry for which you want a list of Contacts the current entry.
Make the Contacts window active.
Select the Filter View which displays the information you wish to print, or create one that best suits your reporting requirements.
Click the printer icon. Choose Column Report...
In Report Options, type a description for your report. Notice that the default description is the Filter View currently in use.
Choose horizontal or vertical printing.
Send Report to Preview, if you wish to view the report before printing.
Go to Page Setup to change margins, orientation, paper size and printer.
Click OK.
If you wish to include all Contacts for the current Company or individual, click All Entries.
If you wish to just print out the current Contact, click Current Entry.
If you select specific Contacts, the Current Entry for All Entries option is not available.

Print a Column Report for a specific group of Address Book Entries.

Perform a search to select a specific group of Entries. For example, all Companies in WA.
Select a Filter View from the Address Book window title bar which includes the data you wish to print.
You could also create a new Defined View using Column Setup if one did not exist to meet your needs.
Click on the Printer icon on the Standard Toolbar. Select Column Report.
Type a description for this report in Report Title.
Print either horizontally or vertically.
If you have a numeric User-Defined Field in this report, you can select Print Totals for Numeric User-Defined Fields for automatic totals.
Click on Preview to see the report before printing.
Click Print.

Print a Note Report for a single Contact Entry.

Make the relevant Contact Entry current.
Click the Notes window to make it active.
Turn off Show All. You are now displaying only Notes relevant to the current Contact Entry.
Click the Printer icon on the Standard Toolbar or right ,mouse click within the Notes window and select Print.
In the Print Report dialog box, choose Print Full Details and Include Statistics.
Choose Send Report to Preview. Click OK.
Choose All Entries. Click OK.
Click Print.

Print a Name/Address/Telephone Report.

Make the Address Book window active.
Click the View menu and select All Companies and Individuals.
Choose a list you want a report on. This could be a searched list, Favorite list, or selected list.
Click the Printer icon. Choose Name/Address/Telephone Report.
To include a list of Contacts for each Address Book Entry, select Print Contacts.
Select Send Report to Preview.
Click Print.

Insert Maximizer Enterprise Merge Fields into an MS Word Template or Document.

Ensure Maximizer Enterprise is open and your Address Book Folder contains Entries.
Open MS Word. Create a new document or Template.
Place you I-beam cursor where you want to insert merge fields and click.
Choose the Insert Merge Field icon from the Maximizer toolbar.
From the Insert Merge Field dialog box list, highlight a merge field and click OK. This process may take a few seconds.
You will now see the field data for the current Entry that is contained within the merge field you choose.
Continue to insert merge fields as required to build a Template or document.
To save you work for use with other Entries, click the File menu and choose Save.
Save this Template or document in your usual file location.

Merge the current Template with the Entire List of Entries.

Ensure that Maximizer Enterprise and MS Word are both open.
In Maximizer Enterprise display the list of Entries you wish to merge.
In MS Word, click the File menu, choose New.
Select the Template you wish to merge with the Entries.
Check that the Template has all the merge fields you require.
Click the Send Document icon on the Maximizer icon on the Maximizer Enterprise Toolbar in MS Word.
In the Second Document dialog box, click Entire List.
Select Send Document to Printer.
If you wish to track who received this document, type in a Message to Log to Notes.
Click OK.

Link a Current Document to the Current Entry.

Ensure that Maximizer Enterprise and MS Word are both open.
In MS Word, open the document you wish to link.
In Maximizer Enterprise, highlight the Address Book Entry to be linked.
In MS Word, click the Link Document icon on the Maxiimizer Toolbar.
At the Please Verify...dialog box, click Yes.
You will then be at the ',documents window in Maximizer Enterprise.
Click the Documents window tab. Notice the icon with today's date and the file name. To open the document, simply double click on this link to launch MS Word and display the document.

Embed a file into the Documents window.

Open Maximizer Enterprise.
Highlight the Entry you want to attach a file to.
Click the Documents window to make it active.
Right mouse click within the boundaries of the Documents window.
Select Insert Object.
In the Insert Object dialog box, type in a document name.
Click the Create from File button. Click Browse and locate the file you want to embed.
Click the Display as Icon option. Click OK.
This file is now stored in the Documents window as an embedded file.

Make a call and track data associated with the call.

In the Address Book window or Contacts window, highlight the Entry to call.
Click the Entry with the mouse and hold. Drag the mouse until the pointer is on top of the Phone icon. Let go. ( You can also use the right mouse context menu.)
In the Phone Call dialog box, click on the appropriate action.
If the call is Busy, No Answer, or a Message was left, then the phone call is complete and is logged to the Phone Log.
If the call is Answered, a Phone Call dialog box opens.
In the Subject field, click the down arrow. Select a subject for this call. If you do not see an appropriate one, click Edit List...Choose the Add button and create a new field item.
Click in the large white field. As the call progresses, make notes on the details of the conversation.
When the call has ended, click Hang Up.
In the Phone Call Result dialog box, choose a result for the call. Click OK.
You will be prompted if you want to schedule a Follow-up Activity. Click Yes.
Add a Hotlist task relevant to follow-up on this call.

Customize the Subject field list.

Access the Phone dialog box by clicking on the Phone icon or pressing F7.
Click the down arrow on the Subject field.
Click Add and enter a new Subject field.
Customize your list according to your company's needs or use the default list.
Close all dialog boxes.

Print a Note report for phone calls.

Make the Address Book window active.
Click the Pinter icon on the Standard toolbar. Choose Note Report.
Click the down arrow in the Only Print Notes that Contain this Text box.
Select a call Subject from the list.
Choose how much of the note you wish to print--Entire Note or Only Print Beginning of Note.
Click Print Summary Statistics.
In Print Notes of this Type select Phone Calls.
Enter a data range or check Print All Dates.
Send Report to Preview. Click OK.
In the Printing dialog box click All Entries, or Current Entry.
Preview the Note report. Click Print if it looks the way you want.

Using Activities.

Locate the specific Address Book Entry you want to check Activities for.
Click the Activities icon on the Standard toolbar.
You may sort Activities by clicking on each column.
Double click on each Activity to open it.
You may add, delete, modify, or print the Activities from here.

Accessing Personal Activities.

Each user in a shared environment has a Personal Activities Log.
Highlight a Personal task or appointment from within the Hotlist and click the Activities icon on the standard toolbar, or click the View menu, Personal activities. OR
Click the View menu and choose Clear List. Click the Activities icon on the Standard toolbar.

Graph Address Book Folder.

Search for and group together a list of Entries you would like to create a graph for.
Click the Graph Current Entries icon on the Standard toolbar.
Pick one field to graph from the field list.
Select which values you want to include from the field Values list.
Click OK. Graph results are constructed and the Chart Wizard will appear.
Choose a chart type from the gallery.
Click the Next button.
Choose a chart style.
Click Next. In the layout section of the Chart Wizard, complete the Chart Title and Chart Footnote options.
Click Next. If you want to label x or y axes of the graph ( for bar graphs and line graphs ), you can complete it in Axes tab.
Click Finish.
Preview the graph. If you need to make any changes, you can right mouse click on the graph to see a context menu for editing. You may also click Close and restart the process.
If you wish to save this graph, right click for the context menu and choose Save As...Please note that if you save a graph and access the context menu to use Load...You will not be able to access the graph any other way.
If you are satisfied with the graph, click Print.

Open the E-mail Center

Click the E-mail Center icon located on the Icon bar.
OR, click the Window menu and choose E-mail Center.
OR, use the keyboard command CTRL+ E.

Save an E-mail to an existing Address Book Entry.

Using Search, locate the Address Book Entry you want to save the E-mail to. Make this Entry current. Open the E-mail Center.
Locate the E-mail you want to save to the Address Book Entry.
Drag the E-mail to the Address Book Icon.
In the E-mail Message to Address Book dialog box, click Drop to..., and click Save this E-mail as a document for...
If you want to set the specified E-mail address to the Entry, click Set...as the E-mail address for...
If there is an E-mail address already in the Address Book Entry, you will be prompted to update it instead. Click OK.
In the Save Document dialog box, enter the name you want to call this E-mail document. Click OK.
The E-mail message is now stored in the Documents window for the current Entry. Notice that the type is E-mail Message.

Set up a Favorite Workspace and save multiple E-mail messages.

Click the Window menu, turn off Tabbed Windows (no check mark).
Click on the Address Book on the Icon Bar.
Adjust the border of the Address Book window by clicking and dragging the right-hand border to the middle of the screen. Now your Address Book window is taking up only half the screen.
Click the E-mail Center icon.
Click the left-hand border and drag it until it lines up with Address Book.
Click the window menu, choose Favorite workspaces. Click Add.
Type a name for the new workspace, e.g. Address Book with E-mail.
Click OK. Now you can retrieve this workspace every time you have multiple E-mails to save.
Now you can click on E-mail messages and easily drag to different Address Book Entries. Use keyboard searching to find each Entry and drag the relevant E-mail message to that Entry.

Record a regular macro.

Before proceeding, take notes on the steps you are about to record using the keyboard. (It is not recommended to use the mouse when recording a macro.)
Open the Macro List.
Click the Record button.
Type in a description in the Record Macro dialog box.
Select the down arrow an Record Mouse and choose Ignore the Mouse.
Select the Private option.
Select Playback Speed As Fast As Possible.
Click the Record button.
Perform the steps you outlined above using the keyboard.
To stop recording, press the CTRL key and the BREAK key. Can be shared with the PAUSE key on some systems.
The Macro Recorder dialog box appears. Click Save Macro.
The Macro is complete.

Run a recorded macro,

Click the Macro List icon
Highlight the macro you wish to use.
Click the Run button.

Assign an icon button to a macro.

Click the view menu.
Choose toolbars, then Add.
In the Modify toolbar--Custom 1 dialog box, click the Add button.
In the Add Toolbar button dialog box, choose Run a Maximizer Enterprise Macro.
Click the Next button.
Click the down arrow on the macro Description field and choose the macro you wish to assign a button to.
Click the next button.
From the Toolbar Button Icon dialog box, select Standard Maximizer Enterprise button. Click Next.
Choose an icon from the list. Click the Finish button. Click Ok.
In your Toolbar dialog box, Custom 1 now appears. Click Properties and change the name from Custom 1 to a more adequate description. Change the Button Size if you prefer.
Click OK. The dialog box closes and your new icon appears in the toolbar area somewhere.

Record a Continuos Macro.

Backup your Address Book Folder before proceeding.
Ensure that your current Entry is the first entry in the list displayed. Also ensure that the active column does not contain data that will be changed during the macro, thus changing the sort order.
Click the Macro List icon on the Standard toolbar.
Select the macro you wish to run on the current Address Book Folder.
The playback Count dialog box opens with a default number of 1. This dialog box states how many Entries you wish to operate on at one time. For the first run, leave the default to 1, and check the data. Then you can increase the number if the macro worked properly.

Perform a Global Edit.

Backup your Address Book Folder. There is no undo for a global edit so to recover from any mistakes or errors, a backup is strongly recommended.
Using search and select, create a list of Entries for which you wish to change or add data to in a specific field.
Select the first few Entries you wish to globally edit.
Click the Global Edit Rules tab (always check these settings).
If the data you are changing is a User-Defined Field value, decide whether you are adding or replacing the Table field values.
Under Update Options, click on Only Selected Address Entries.
Click back to the tab that contains the relevant field you wish to edit.
Edit the field. For example, add the User-Defined Field value of Industry = Computer Software.
Click OK. READ the warning dialog box that appears and ensure that the number of records being changed is the number you selected. There is no Undo button. If the number is greater than expected, do not proceed with the edit. Click on Cancel instead. De-Select all Entries and start again.
If the number in the Warning dialog box is correct, then click OK.
Check that your Global Edit was done correctly. Proceed with the rest of the Entries in your list.

Access the Personal Window.

Click the Personal icon on the Icon Bar. OR,
If Tabbed Windows is turned off, access the Journal and Expenses by clicking on their icons in the Icon Bar. Alternatively, click the window menu and select Journal or Expenses.

Set up the Journal for user activity reports.

Click the File menu.
Select Preferences.
Click the History tab.
Select which log options you wish to be logged to both Notes and Journal. It is recommended that you choose Both as opposed to one or the other. This way, if you opt to delete journal Entries, you still have an Activity log in your Notes window.
Click Apply.
Click Close.
Now these activities will be logged to the Journal as well as Notes.

Retrieve a user activity report from the Journal.

Click on the personal icon on the Icon Bar, or click the Window menu and select Journal.
Click the Search Date Range you want a report on the title bar of the Journal window.
Enter the Date range you want a report on. This can be a specific day or several days in a row.
You can also enter text in the text Search field if you are looking for specific data.
Click OK.
Click the right mouse button anywhere in the Journal window and see the context menu. Choose Print.
Select these options: Print Full Details, Include Statistics, and Print to Preview.
Click OK.
Click All Entries. This chooses all Entries listed in the Journal window.
Click OK. Preview the document. Click Print.

Create a manual Journal Entry.

Open the personal Window.
Click the right mouse button in the Journal window.
Choose Add Journal Entry.
Type your Entry. You may want to put key words in all capitals at the beginning to help you find this Entry later. For example, FAMILY PHONE NUMBERS, or BANKING INFORMATION.
Click OK.

Add a New Income/Expense Account.

Open Personal Window. Click the Expenses tab.
Again, if the Tabbed Windows option is turned off, click Window menu and choose Expenses.
Click the right mouse button in the Expenses window.
Type a name in the Name field under the Account.
Type a description in the Description field (this text appears in the account list).
Choose whether it is an Income or Expense.
Click Public or Private depending on whether you want to share this information with other users.
Click OK.

Add Amounts to Accounts.

Open the Expenses window.
In the Filter view, choose the month in which you want to record the Income/Expense.
Double click on the account.
Click the day of the month in the Daily Summary listing.
Type the amount in the Amount field.
Click the Add button.
Click OK.
Note that you can also Subtract or Replace amounts in the same fashion.

Perform a Backup.

Click File; choose Close Address Book Folder...
The Utilities menu is now accessible.
Click Utilities; choose Backup Address Book Folder.
Select the Address Book Folder to Backup.
Click OK.
If there is a password for this Address Book Folder, you may be prompted to enter it now.
Select All Files. Click Backup.
Ensure that you have a disk in the floppy drive or that your other removable disk is ready.
Enter the drive letter and directory where you want to backup this Address Book Folder, or use the Browse button to find an appropriate location.
Click OK. A warning dialog box appears. Ensure that you are not overwriting a backup that you want to keep.
Click OK. If the Address Book Folder is very large, you will be prompted for more than one diskette.

Establish a Backup Schedule

As soon as you have an Address Book Folder created with User-Defined Fields or Entries, it is recommended that you perform a backup.
Ask yourself how recent a backup you could work from without much loss.
If you find that you are using your Address Book Folder every day and would lose a lot of data, perform a backup every day.
Create several backups spaced apart in time. For example, if you want to backup three times a week, make backup A on Monday, backup B on Wednesday and backup C on Friday. From then on, you will use a separate disk for each backup giving you 3 backups spaced apart in time. This ensures that if your most recent backup fails, i.e. if the disk is damaged or lost, you will have another backup only 2 days older. Also, it would be wise to take the diskettes offsite. This would ensure a backup copy would exist if there were a fire or theft. Just remember to keep this backup copy in the loop of the backup schedule so that it is kept up to date.

Set up sharing in Maximizer between a MASTER and CLIENT you need to do the following:

On the MASTER computer:

Get the host name (ie. serial number) by typing WINIPCFG or NET CONFIG at a dos prompt.
Get the name of the Address Book by clicking on FILE-OPEN ADDRESS BOOK FOLDER.
Get path of the Address Book by clicking on FILE-OPEN ADDRESS BOOK FOLDER.
Share the folder that the address book is located in by right clicking on the folder and selecting SHARING.
Give the client full access to the shared folder by clicking on ADD.

On each of the CLIENTS:

Search for the Master using host name (ie. START-FIND-COMPUTER).
Double click on host name (ie. computer name) to view all the shared folders.
Right click on the shared folder that the Address Book resides in.
Map a NETWORK DRIVE to the share by assigning a drive letter to it and selecting RECONNECT A LOGON.
Open Maximizer and create a new address book.
Name the the new address book the same name as the Address Book on the Master computer.
Click on BROWSE, select the ntwk drive you just mapped and click on OK...
Select YES when Maximizer asks you if you want to use the files it found on the Master via the mapped drive.
The proper address book should open in Maximizer.