When you click on the client icon, you are presented with a table containing the categories selected for the default view. Maximizer provides 30-plus column choices. A substantial number of additional columns can be added. The data entry screen presented depends on the choice made. Maximizer allows individual clients to be converted to company-type clients or the reverse.
Clients are essentially the first layer of information in the database, with contacts the second.
For example, to enter a corporate entity, you would start with the company, then add as contacts the actual individuals who work there. Whenever you click on a client, you can have the associated contacts appear in cascaded-view underneath. To see all the information on a company, including any notes, categories, and documents, you simply open the particular client company record. To see any notes on any individual at that company, you open the contact record. The linkage between the client and contacts eliminates the need to reenter client data.