The Quick Access toolbar provides one-click access to your most frequently-used saved searches and Favorite Lists. The Quick Access toolbar allows you to add shortcuts to your saved searches and Favorite Lists from any Maximizer CRM module; and you can access the Quick Access toolbar from any page in Maximizer CRM.
You can add a saved search to your quick access toolbar from the Search Catalog dialog. When adding a saved search to the Quick Access toolbar you can choose how you want the saved search to appear in the toolbar by specifying a name and icon for the shortcut.
You can add saved searches from the Search Catalog dialog in the Address Book; Campaigns; Customer Service; and Opportunities pages.
Select Search > Search Catalog.
If necessary; from the Show drop-down list; select My Search Catalogs or All Search Catalogs to change the list of saved searches displayed.
Select the saved search that you want to create a shortcut for and click Add to Icon Bar for Quick Access.
Enter a Name and select an Icon for the new Quick Access toolbar shortcut; and click Save.
When you select a Quick Access toolbar shortcut; Maximizer CRM automatically switches to the appropriate page and retrieves the associated saved search or Favorite List.
