Individual Entry by default

lauraNew 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.

4/28/1110:48 PM

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Original Post

advocosupportMaximizer CRM Consultants

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.

5/17/1112:34 PM

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