Add a Saved Search to the Quick Access Toolbar

Updated 3 years ago by Celina Kwan

The Quick Access toolbar provides one-click access to your most frequently-used saved searches and Favorite Lists. The Quick Access toolbar allows you to add shortcuts to your saved searches and Favorite Lists from any Maximizer CRM module, and you can access the Quick Access toolbar from any page in Maximizer CRM.
You can add a saved search to your quick access toolbar from the Search Catalog dialog. When adding a saved search to the Quick Access toolbar you can choose how you want the saved search to appear in the toolbar by specifying a name and icon for the shortcut.
You can add saved searches from the Search Catalog dialog in the Address Book, Campaigns, Customer Service, and Opportunities pages.
  1. Select Search > Search Catalog.
  1. If necessary, from the Show drop-down list, select My Search Catalogs or All Search Catalogs to change the list of saved searches displayed.
  1. Select the saved search that you want to create a shortcut for and click Add to Icon Bar for Quick Access.

  1. Enter a Name and select an Icon for the new Quick Access toolbar shortcut, and click Save.

When you select a Quick Access toolbar shortcut, Maximizer CRM automatically switches to the appropriate page and retrieves the associated saved search or Favorite List.

How did we do?