Why This Matters
Pretty soon, your Maximizer platform is going to contain thousands of different records. Finding a specific record quickly is obviously critical.
But beyond that, you'll need to be able to find groups of similar records, for example, all clients with birthdays in November, or all clients set to retire in the next 5 years.
For this, you need to be able to use both Maximizer's simple and Advanced Search functions.
Learning Objectives
After completing this unit, you should be able to:
Use the Search field to find a single record.
Use the Advanced Search function and filter a list to find a group of records with a similar criteria.
Catalogue (save) a Search so that you can retrieve it quickly for later use.