Company vs. Individual

denverdaveNew Member

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?

7/21/056:51 PM

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methuenNew Member

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

7/21/057:44 PM

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denverdaveNew Member

Thanks, I figured that Maximizer would handle individuals well, but thought I'd better ask.

7/21/058:29 PM

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