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CREATED:20251014T224602Z
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UID:10000139-1763643600-1763650800@www.maximizer.com
SUMMARY:Customization and Views - Personalizing Your CRM Experience
DESCRIPTION:Learn to customize Maximizer CRM to match your workflow and preferences. This class covers how to create personalized views\, manage modules and tabs\, and configure user preferences. Advisors will discover how to make the system work more efficiently for their specific needs and client management style. \nAgenda: \n• Setting up User Preferences (Calendar sharing\, Hotlist\, startup options)\n• Creating and configuring email signatures\n• Working with Column Views: creating\, copying\, and modifying views\n• Exporting data to Excel from custom views\n• Managing Modules and Tabs: hiding\, unhiding\, and reordering\n• Understanding and using Key Field Lists\n• Creating and switching between different field lists\n• Introduction to User Defined Fields and field types\n• Customizing the interface for optimal productivity\n• Understanding Action Plans: creation\, launch\, and modification \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-201 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzFkMzE0ZjYtODg1NC00MDQyLWE0ZjQtN2Y1NzAyNTM1NDNm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_2-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzFkMzE0ZjYtODg1NC00MDQyLWE0ZjQtN2Y1NzAyNTM1NDNm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
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