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MaxUser.book Page 318 Wednesday, January 23, 2008 4:34 PM
318
Maximizer CRM 10
User’s Guide
Opportunity Pipeline report 216
optional fields 66
options, system 66
OrderDesk
permissions 51
report 222
window 107
organizational charts 162–163
Outlook integration 188–198
Outlook Style window layout 107
Outlook synchronization 199
Outlook Synchronization, see Microsoft Outlook Synchronization
overview page caption text 66
owner field 62
P
passwords
changing 49
default 49
MASTER user 41
PDF 12, 15
Peg Board 160
marking yourself out 151
status of co-workers 160
working with calendar 105
permissions
groups 51
users 51
personal organizer, printing 221
personal reports 220
Personal window 106
phone
caller ID 97
configuring TAPI 100
masks 102
number matching 98
TAPI 97–101
TAPI phone number format 66
phone call
making 174, 205
notes 131, 206
putting caller on hold 205
receiving and transferring 207
phone log report 222
phoning address book entries 205
pipeline report. See Opportunity Pipeline Report
PLNs (product license numbers), see licenses
preferences
Address Book 66
calendar 148
Hotlist 148
logging, adjusting 131
user 66
user preferences 63
prefixes
for creating user-defined-field views 301
for Microsoft SQL views 301
previewing
emails 185
printing
calendar 221
graphs 230
reports 221
system reports 279
private
entries (privileges) 52
records 61
privileges (users and groups) 52
probabilities of close (opportunities) 66
processor speed, system requirements 8
public records 61
Q
Quick Access list 113
quick backup of Address Book 235
R
RAM, system requirements 8
ratings schemes 66
Read Access field 62
reassigning
appointments 151
Hotlist tasks 148
Recent Entries list 114
record ownership 61
recovering an Address Book 240
recurring tasks 200
Refresh button 159
related entries 128
report 222
removing
entries from Favorites List 144
reports 279–280
activities 222
Address Book entries 222
calendar 222
column-based 221
Contacts 222
Crystal Reports 18
current users 30
custom 220
database drivers 301
detailed 221
documents 222
Hotlist 222
income/expenses 168, 222
journal 222