admin | GoMax CRM Documentation

CASL Compliance – Can you email it?

Canada’s anti-spam legislation (CASL) came into effect July 1, 2014. It is in place to protect Canadians while ensuring that businesses can continue to compete in the global marketplace. If you use electronic channels to promote or market your organization, products or services, Canada’s new anti-spam law may affect you. Below is a handy info graph to assist you with whether or not you can email that electronic communication. (The information displayed in this article is not to be used … Continued

Domain Name Verification Instructions

In order to successfully verify your domain name for email sending you will need to be able to adjust and apply additional settings directly into the DNS records of your domain. This requires administrative access to the system where your domain name is hosted. This may be your domain registrar, your parent organization, or your website hosting provider. GoMax Solutions cannot perform these steps as we are not authorized to make changes to your domain name. The following changes are … Continued

Verified email and how it impacts you

Important Announcement regarding your outbound email correspondence! On April 25th GoMax Solutions will be adopting a new industry wide protocol in sending email that now requires all senders to use a verified domain name.  This critical change has caused quite a stir within the technical communities throughout the internet as any company that transmit emails on behalf of their clients can no longer simply send these emails out unless a verified domain name is used within the “From” line … Continued

How to Upload to DocMan

Gomax Solutions provides you with Contact and mortgage file “Document Storage”. This is an ideal way to store necessary mortgage documents that are important to the contact and/or their mortgage file. To upload a file to the Contact, do the following: Search and locate your contacts name on your dashboard to the far left. Click on their name once so you are redirected away from the dashboard and onto a screen that displays their mortgage file(s), tags and documents tabs. … Continued

Changing the ‘From’ email address

Sending Emails (changing the “From” email address): We understand that your Assistants and your Underwriters are very valuable assets to your thriving mortgage business. They wear many hats in the office and without them – well, let’s not think about that! On a daily basis we know that Assistants and Underwriters send emails from your CRM to your clients requesting documents, to set up meetings or to simply send a quick message. Prior to our newest update, these emails always … Continued

Domain Name Servers

Domain Name Servers (DNS) translates domain names to IP addresses, a language that a computer understands. Computers do not directly understand domain names but they do understand numbers. In order for other computers/users to find your domain name, and your website, you must change the Domain Name Servers for your domain name so that they “point” to our network of computers (servers), telling the world where your website is. To change the Domain Name Servers (DNS) for your domain name, … Continued

CRM Contacts > Summary list

Contacts are the heart of the CRM Maintaining up-to-date contact profile information is the key to a successful CRM operation. All of your Tasks, Notes, Documents, inTouch campaigns, and other components of the GoMax CRM depend on accurate information within each of your contact profiles. It is up to you to utilize the CRM each and every day to maximize the benefits over the long haul. Please review the following screen image and reference numbers to learn more about each … Continued

Welcome to the GoMax Broker CRM

Welcome to the GoMax Solutions Team! As you begin familiarizing yourself with your new GoMax CRM account, we would like to jump-start you with some initial setup information! Below are some handy how-to articles from our knowledge base that will walk you through the first few set-up steps. Thanks for your business and remember to follow us on Facebook and Twitter for all the latest updates! PROFILE & SETTINGS 1: The first thing to check is your profile and your … Continued

Language Settings – how it effects your import data

To import your Filogix data into your GoMax account it is import that you ensure that your language settings are correctly setup for Canada. The reason for this is that the date format for Canada is different than the US. Failing to ensure this setting is correct before opening/viewing and then saving a file will result in a file which cannot be imported. To ensure you have the correct setting simply follow these instruction. From your computer (PC) desktop, click … Continued

Welcome to the GoMaxCRM

Welcome to the GoMax Solutions Team! As you begin familiarizing yourself with your new GoMaxCRM account, we would like to jump-start you with some initial setup information! Below are some handy how-to articles from our knowledge base that will walk you through the first few set-up steps. Thanks for your business and remember to follow us on Facebook and Twitter for all the latest updates! PROFILE & SETTINGS 1: The first thing to check is your profile and your CRM … Continued

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