Maximizer lists
View a shorter list on Maximizer CRM, this the request I hear often. I don’t want to see everything” I only want to see ‘clients’, ‘leads’, my own list. I agree. Hide the other stuff.
The best way to achieve this is not with Favorite lists but with Catalog Searches.

1 . GoTo Search menu
2. Choose all fields
3. Click on add
4. Choose the appropriate field
Eg. Under basic fields choose Category
From Category, choose Client
5. Replace list

search all fields - category
6. Click on catalog, add
7. Name the catalog to describe the list
Eg client list
search Catalog - category

Published by Mission Computers Inc.

Computer trainer, consultant, facilitator. My mission is to help people use their computer more effectively. I love sharing valuable tips so that people can be more productive.

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