When learning Maximizer we provide learning materials and lessons around the following:
Setting up Preferences
Modifying & Creating Categories
Setting up Duplicate checking
Creating Key Fields lists
Specifying Mandatory fields
Modifying Locations & Resources
Modifying User Properties
Security – Access rights, Privileges
Creating User Groups & Teams
Setting up the Opportunity Manager Preferences
Setting up the Customer Service Preferences
Setting up the Campaign Preferences
Setting up security within the database records, user defined fields, notes and documents.
The Master of Maximizer can setup the security and all the behind the scenes preferences in the Administrator program.