Retrieve a Favorite List or Saved Search with the Quick Access Toolbar

Updated 3 years ago by Celina Kwan

Using the Quick Access toolbar, you can retrieve a saved search or Favorite List with a single click. When you select a Quick Access toolbar shortcut, Maximizer CRM automatically switches to the corresponding page and retrieves the saved search or Favorite List.

Click the icon in the Quick Access toolbar that is associated with the saved search or Favorite List that you want to retrieve.

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Hover your mouse over the Quick Access toolbar and select one of the shortcuts in the window that appears.

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