Maximizer CRM 2019 Feature – Enhanced Global Edit

Enhanced Global Edit

Global Edit is a powerful administrator feature in Maximizer CRM which (amongst other things) helps you manage, clean and maintain data so that you can rely on the power of the information you hold.  

Global Edit for Maximizer CRM 2019 now supports changing process and stage in Opportunities and changing territory in Address Book.

Global editing in Opportunities module now supports Process and Stage fields. These two fields need to be edited together. Selecting one field in the Field Picker will add both fields into the Global Edit dialog. You will need to select a process and then select a stage.

Maximizer will now process your Global Edit in background, allowing you to continue working whilst the data is being updated.

For a video tutorial on the use of Global Edit, please visit  www.avrion.co.uk/2017/08/maximizer-global-edit/