Download Maximizer CRM User's Guide for Maximizer Web Access

Transcript
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Maximizer CRM
User’s Guide
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Maintain HTML format includes formatting in the report.
This option is available only if you are printing the entire
note content.
 Click OK
A new instance of the browser opens displaying the content of
the report.
 Click Print.
 Specify the printing properties and finish printing the report in
your browser.
Print a Phone Log Report
You can print a Phone Log report to print the contents of the Phone
Log from the Address Book, Opportunities, Campaigns, Customer
Service, Knowledge Base, Hotlist, or Calendar page.
 Select View > Phone Log.
The Phone Log dialog box opens displaying the phone calls
recorded in Maximizer for the current user on the current date.
 To display phone calls for a different date, next to the Date
field, select the Calendar icon and select a date.