Did you know that in Maximizer CRM 12 Web Access, you don’t need to press the Edit button in an open entry in order to edit the user-defined fields? Clicking in a field will evoke the control for editing value. This allows accessing the edit controls quickly and helps you work more efficiently.

Address Book entry, opportunity and case dialogs

In the User-Defined Fields tab, clicking a field will display the controls for editing value. You can make a selection from a list; pick a date; or directly typing in a value; without extra pop-up dialog box. Only the fields that allow multiple selections will use a pop-up dialog box.

Following window

 In-place-edit a date UDF

In-place-edit a numeric UDF

This is just one of the features in Maximizer CRM 12, discover how you can Email Dashboards, Add Hyperlinks, and use Dependant Activities in your Action Plans.