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Company vs. Individual
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Member
Posted
Sorry, my 30 day trial has expired so I can't try on my own.

95 % off my contacts will be related to individuals where I do not think of them by company name. The example that I saw for Maximizer shows a top main section that displays the company name and I don't think lists the contact name. Is there a view that focuses on the contact name and provides the company name as additional information?
 
Posts: 32 | Location: Denver, Colorado | Registered: July 21, 2005Reply With QuoteReport This Post
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You can create 3 types of entries: Company, Contact or Individual. In your scenario, you would create an Individual contact, which as fields for all company info
 
Posts: 79 | Registered: September 29, 2004Reply With QuoteReport This Post
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Thanks, I figured that Maximizer would handle individuals well, but thought I'd better ask.
 
Posts: 32 | Location: Denver, Colorado | Registered: July 21, 2005Reply With QuoteReport This Post
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