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New Member |
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 |
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Master |
>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. |
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