3 You can change what information is displayed in each of the Address Book, Contacts, and Related Entries windows. More...
4 First, select the window you want to change from the Window menu. More...
5 Then select 'Column Setup' from the View menu. More...
6 Now select 'Save As' to create a new setup based on an existing one, or 'Add' to create a new one. More...
7 Add the fields that you want in each column. Note that you can add more than one field to each column. Click a different column heading to add fields to that column. More...
8 Remember to press the 'Use Now' button to use your new column setup.
9 Column Setup
10 Contacts
11 The Contacts window displays the people who are associated with the current entry in the Address Book window. The current entry is indicated by a black arrow in the left hand column. More...
12 To activate the Contacts window, choose 'Contacts' from the Window menu. More...
13 To insert a new Contact, choose 'Add Contact' from the Edit menu or press the Insert key on your keyboard. More...
14 Then fill in data specific to the contact. More...
15 Related Entries
16 Any two Address Book entries can be related together. For example, one entry may be the lawyer for several others, or several entries may be business partners. More...
17 To display the relationships for the current entry, choose 'Related Entries' from the Window menu. More...
18 To relate two entries, first make the Address Book window active. More...
19 And then select two entries by clicking the left mouse button in the left most column of the window. More...
20 Notes
21 Select 'Relate Entries' from the Edit menu.\nYou can also accomplish this by dragging and dropping an entry from the Contacts window to the Address Book window. More...
22 User-Defined Fields
23 Documents
24 Global Edit
25 Select which entries you want to modify by clicking the left mouse button in the leftmost column of the Address Book window, and then choose 'Global Edit' from the Edit menu. More...
26 Global Edit modifies a group of entries in one operation. For example, you may want to set several contacts to have the value of 'Prospect' for the user-defined field 'Client Type'. More...
27 Manage Windows
28 You can display Maximizer's windows in two different ways. The default way is to use tabbed windows. This method shows all of the related windows together as tabs. More...
29 The other way is to uncheck 'Tabbed Windows' on the Window menu. Now you can size and position all of Maximizer's windows independently. More...
30 You can save different positions, fonts and colors for each window and quickly restore them by choosing 'Favorite Workspaces' from the Window Menu.
31 To activate the Notes window, choose 'Notes' from the Window menu. More...
32 All notes belonging to the current entry will be displayed in the Notes window. More...
33 Notes can be entered manually, or logged automatically. To see a list of what can be logged automatically, choose 'Preferences' from the File menu. More...
34 Select the History tab and choose the notes you wish Maximizer to create automatically for you.
35 Working With Lists
36 You can control which entries are in your current list. When performing searches, use the 'Narrow List' option to search the current list instead of all entries. More...
37 The options Add and Replace will append to or replace your current list. Remember that all of your entries still exist in the database, even if they are not in the current list. More...
38 To view all the user-defined fields associated with the current Address Book entry, choose 'User-Defined Fields' from the Window menu. More...
39 User-defined fields allow you to customize the information stored in your Address Book to suit your needs. More...
40 To create a new user-defined field, choose 'Add User-Defined Field' from the Edit menu. More...
41 Press the 'New Field' button. More...
42 Give your new field a name then select what type of data it will contain. More...
43 Select Table if this field is to use a list of available items. An example will be Sales Representative, with table values of all of your sales people. More...
44 Select Date if you wish to remember a birthday, fiscal end of year, or any other date. More...
45 Select Alphanumeric if the field will contain a mixture of letters and numbers. More...
46 Select Numeric if you want to store a number such as total revenue or number of employees. Numeric fields can be summed when printing a column report from the Address Book window. More...
47 To assign a value to a user-defined field for an Address Book entry, first select that entry in the Address Book. More...
48 Then select 'User-Defined Fields' from the Window menu or click your left mouse button in the User-Defined Fields window. More...
49 Choose 'Add User-Defined Field' from the Edit menu or press the Insert key. More...
50 Select the field or fields you want to enter from the 'User-defined fields' listbox and press OK. More...
51 Enter the data for the user-defined field or select the desired values from the list if it is a Table field.
52 The contact will be inserted in the Contacts window.
53 You can mark specific entries by clicking your left mouse button in the left most column of the window. Use the the Ctrl and Shift keys to select multiple entries. More...
54 To activate the Documents window, choose 'Documents' from the Window menu. More...
55 The Documents window contains all the documents that belong to the current Address Book entry. More...
56 Examples of documents are letters, spreadsheets, pictures, videos or any object you can drag and drop into the Documents window.
57 After marking specific entries, select 'Make Selected List Current' from the Edit menu.
58 Then describe the relationship in the Related Entry Properties dialog. More...
59 The new relationship is visible in the Related Entries window. Note that you can change the column setup for this window if you want to see different information in the view.
63 You can graph basic information (city, state, etc.) and any table user-defined field in your Address Book. Select 'Graph Address Book Folder' from the Tools menu. More...
64 Maximizer Wizards can help guide you through many different tasks. You can see a list of Wizards by choosing 'Maximizer Wizards' from the Tools menu. More...
65 You can add default information (such as a default state) for new entries in the Address Book by creating a default entry. Select 'Default Entry' from the Edit menu. More...
66 Other
67 Groups of Address Book Entries
68 Select 'Address Book' from the Window menu. More...
69 Select 'Favorite Lists' from the View menu. More...
72 You can quickly restore a group of entries by creating a Favorite List that contains just those entries. See 'Working with Lists' for how to create lists.
73 Select 'Phone' from the Tools menu to display an entry's phone number and log the call's duration and result to the Notes window. You can also use this feature when the customer calls you. More...
74 Select 'Timer' from the Tools menu to start a timer, and log the duration to the Notes window. This could be used to produce a billing report for that customer.
75 Use the Gobal Edit Rules tab to specify how Global Edit performs the update.
