Types of User-Defined Fields
You can create different types of user-defined fields depending on the types of values required for the field. Maximizer defines the following types of user-defined fields: Alphanumeric user-defined…
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Opportunities - How To Articles
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Appointments
Notes
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Microsoft Outlook Integration
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Create Entries from Microsoft Outlook
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Microsoft Outlook Synchronization
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Outlook Integration - Troubleshooting
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Maximizer Merge Fields in Microsoft Word
How to Automatically Convert Merge Fields into Uppercase Letters
How to Toggle Field Codes in Microsoft Word
Microsoft Word Integration - Troubleshooting
(Maximizer 2021 R1 & Earlier) Using the Word integration with Microsoft Edge
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Import Outlook Contacts
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Import Errors and Solutions
User-Defined Fields
User-Defined Fields - Introduction
User-Defined Fields - How To Articles
Setting Up User-Defined Fields
Create a Folder for User-Defined Fields
Create a User-Defined Field
Create a User-Defined Field for the Leads Module
Character Limits for Alphanumeric User-Defined Fields
Move a User-Defined Field or Folder to Another Folder
User-Defined Fields Access Rights
Decimal Places for Numeric User-Defined Fields
Create a Field for Hyperlinks
Create a Field for Currency Values
Modify an Item in a User-Defined Field
Sorting User-Defined Fields
Modify a User-Defined Field
Add Items to a Table User-Defined Field
Formula User-Defined Fields
Create a Formula User-Defined Field
Conditional Expressions for Formulas
Examples of Conditional Expressions
Mandatory Fields
Mandatory Fields
Using Mandatory Rules to Enforce Business Rules
Set a User-Defined Field as Mandatory Given Conditions
Rules for Mandatory User-Defined Fields
Set a User-Defined Field as Mandatory
Mandatory Rules Using Table Fields
Writing Formulas and Mandatory Rules
Writing Formulas and Mandatory Rules
Numeric Functions
Alphanumeric Functions
Arithmetic Expressions
Date Functions
Logical Operators for Formulas and Mandatory Rules
Comparison Statements in Formulas and Mandatory Rules
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Email - How To Articles
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Send an Email Message to Maximizer Entries
Send an Email to a Lead
Send an Email to Your Customers
Email Signatures in Maximizer
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CASL
Email - Troubleshooting
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Notes & Documents - Introduction
Notes & Documents - How To Articles
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How to Create VIP Notes
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Organizing Your Database - How To Articles
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Maximizer Quick Search Tricks
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Find an Entry with a Quick Search
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Search Opportunities, Cases, Leads
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View a List of Favorite Lists for an Entry
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Advanced Search
Using Date and Duration Fields in an Advanced Search
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Performing an Advanced Search of Basic & User-defined Fields
Search Catalog
Search Catalog
Save a Search in the Search Catalog
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Retrieve a Recent Search from the Search Catalog
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Add a Saved Search to the Quick Access Toolbar
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Customize Properties of a Catalog Search Item or Quick Access Icon After Creation
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Reporting
Reporting - Introduction
Reporting - How To Articles
Reporting in Excel
Create a New Report Template Using Maximizer Basic Fields
Conditional Formatting in an Excel Report
Generate an Excel Report
Change the Chart Layout in an Excel Report
Modify an Excel Report Template
Filter an Excel Report
Change the Chart Type in an Excel Report
Create a New Report Template Using User-Defined Fields
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Maximizer Dashboards
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Reporting - Troubleshooting
Administrator
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How to Log into Maximizer Administrator in Maximizer CRM Live
How to Log into Maximizer Administrator in Maximizer On-Premise
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Maximizer Campaign Manager Video Tutorial
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List of Automated Campaign Statistics
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Retrieve a List of Subscribers for a Campaign
Retrieve a List of Entries who Have Unsubscribed from a Campaign
Retrieve a List of Entries for a Campaign Activity
Retrieve a List of Entries who Have Opened Email
Retrieve a List of Entries who Have Visited Landing Page URLs
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Maximizer Campaign Manager
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Maximizer On-premise
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All Categories > Tools > User-Defined Fields > User-Defined Fields - Introduction > About User-Defined Fields
About User-Defined Fields
7 articles
