Create a User-Defined Field for the Leads Module – Maximizer

Currently in Maximizer; you can set up a number of User-Defined fields for the Leads module. The current User-Defined field types available for the Leads module are:

Alphanumeric Fields
Date Fields
Numeric Fields
Table Fields
Yes/No (Also a Table field with two values; Yes & No)

When setting up a new User-Defined field for the Leads module; by default; Maximizer will have “Leads” checked off.

To add a User-Defined field for the Leads module:

Select Administration.
Select Set up User-Defined Fields.
Select Add Field and choose one of the available Field types for the Leads module. Example; Alphanumeric User-Defined field.
Fill in the Field name and any other relevant settings for your new User-defined Field.

Maximum field length MUST be set on Field creation; it CANNOT be modified after the field has been created.
Select OK to save the Field.