Exercise #10: Create a Custom Contact Column View

This guide provides a step-by-step process for creating a customized contact list view in Maximizer CRM, allowing users to tailor their contact management experience. By following these instructions, users can efficiently organize and access important contact information, such as phone numbers and email addresses, enhancing productivity. The guide is particularly useful for those looking to streamline their workflow and improve communication with clients. Viewing this guide will empower users to make the most of their CRM system.

31 steps

From the main page, click the "View" drop down menu.

Click "Column Setup".

Select an existing column set up as your baseline.

You can select any existing column set up as your baseline. It's best to select one that already has most of the columns that you want.

Click "Save As".

Name your Column View with a name of your choice.

Change the Full access and Read access settings to yourself.

Click "Add".

Click "Insert Field".

Click "Email Address".

Click "OK".

Click "Add".

Click "Insert Field"

Click "Phone 1".

Click "OK".

Click "Insert Field".

Click "Phone 1 Extension".

Click "OK".

Holding your Shift bar, type " [[Enter]]" to place the cursor below the \[Phone1\]\[Phone 1 Extension\] row.

Click "Insert Field"

Repeat the above steps for Phone 2 and Phone 2 Extension.

Click the "Header" text field.

Change the name from "Phone 1" to "Phone Numbers".

Click "Add".

You're not adding a new column at the point. You're just locking in the Phone Numbers column.

Highlight the Email Address column and move up to under the Name column using the up facing arrow.

Repeat these steps for the Phone Numbers column placing it after Email Address.

Click "OK".

Select the "My Column Setups" menu option.

Click "Use Now".

Click on the border to the right of the "Email Address" column and drag to resize the column.

Do the same for the Phone Numbers column.

Exercise #10: Create a Custom Contact Column View

31 steps

From the main page, click the "View" drop down menu.

Click "Column Setup".

Select an existing column set up as your baseline.

You can select any existing column set up as your baseline. It's best to select one that already has most of the columns that you want.

Click "Save As".

Name your Column View with a name of your choice.

Change the Full access and Read access settings to yourself.

Click "Add".

Click "Insert Field".

Click "Email Address".

Click "OK".

Click "Add".

Click "Insert Field"

Click "Phone 1".

Click "OK".

Click "Insert Field".

Click "Phone 1 Extension".

Click "OK".

Holding your Shift bar, type " [[Enter]]" to place the cursor below the \[Phone1\]\[Phone 1 Extension\] row.

Click "Insert Field"

Repeat the above steps for Phone 2 and Phone 2 Extension.

Click the "Header" text field.

Change the name from "Phone 1" to "Phone Numbers".

Click "Add".

You're not adding a new column at the point. You're just locking in the Phone Numbers column.

Highlight the Email Address column and move up to under the Name column using the up facing arrow.

Repeat these steps for the Phone Numbers column placing it after Email Address.

Click "OK".

Select the "My Column Setups" menu option.

Click "Use Now".

Click on the border to the right of the "Email Address" column and drag to resize the column.

Do the same for the Phone Numbers column.