|
CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |
![]() |
![]() |
|
Go
![]() |
New
![]() |
Find
![]() |
Notify
![]() |
Tools
![]() |
Reply
![]() |
|
|
Member |
We are implementing Maximizer 11 Enterpreneur. I noticed when I click on the button to add a new entry, it automatically assumes we want to add a Company. It used to be an Individual and I would like this to still be the case.
Is there a way to change that? I am not looking to change "Default Entries" screen, just want to click on the Add Address button and have it bring up an Individual. |
||
|
Maximizer Specialist![]() |
No you need to choose new individual. However, I think you can probably get the effect you want by customising the quick access tool bar (little buttons in very top left of screen) and adding a button for the command you require. Do this from More Commands on the drop down menu at the end of the toolbar.
|
|||
|
| Powered by Social Strata |
|
|
CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |