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I've been playing around with the Form Designer for Maximizer 9. When I go to make a new form, I'm asked if it should tie to Company, Contacts, or Individuals. So, I have two questions:

1. What is the difference between a Contact and an Individual?

2. How do I create a custom form for Opportunities?

Thanks,

Chris
 
Posts: 1 | Registered: May 01, 2007Reply With QuoteEdit or Delete MessageReport This Post
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Picture of Gord
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>1. What is the difference between a Contact and an Individual?

From the User's Guide:

|A Company represents a company or organization.
|
|An Individual is a person not affiliated with any company or
|organization.
|
|Company and Individual type Address Book entries contain Contacts
|(people associated with a Company or Individual).

>2. How do I create a custom form for Opportunities?

You'll need the Customization Suite (purchased separately) for that. Contact your Business Partner.
 
Posts: 725 | Location: Canada | Registered: July 14, 2000Reply With QuoteEdit or Delete MessageReport This Post
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