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I'm banging my head on one of those "there *must* be a way" issues. My company needs to track time spent on customer service cases for invoicing purposes. Seems like something that, perhaps, should have been thought of long ago. You only get one generic 'case fee' field in the customer service 'solution information and billing' pane, however.

I need to be able to associate a time quantity (ie.,'0.25' to represent 15 minutes since our QB rates are hourly) to each manual note within a customer service case that is assigned a 'Customer Billable' category (or similar). Ultimately, when my bookkeeper goes to do invoicing (we use accountinglink), she should be able to add an invoice in Max and pull all outstanding note/times into the invoice automagically using the note Text field as the description.

At this point, I'm prepared (reluctantly) to accept that such functionality is simply MIA within Max. So the follow-on becomes...can anyone give a rough idea of time and cost involved for an experienced third party to code this? What other info would be required?
 
Posts: 2 | Registered: January 12, 2008Reply With QuoteEdit or Delete MessageReport This Post
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Jason,

Could you not just use the timer (shortcut key F9) to create timed notes?
 
Posts: 465 | Location: PO Box 162,Newbury,Berks | Registered: January 03, 2000Reply With QuoteEdit or Delete MessageReport This Post
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Well, to start, there's no way to import the timed notes into an invoice.

The other big problem is that many of these entries are entered post-facto. For instance, time entries for off-site work will be recorded when the person returns to the office. You can modify the timed notes accordingly but it's clearly not designed for this.
 
Posts: 2 | Registered: January 12, 2008Reply With QuoteEdit or Delete MessageReport This Post
Maximizer Specialist
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Which Version of Maximizer are you using Jason?

In the more recent versions there is a billable hours field on the case resolution screen, that would allow the person working on the case to put in an indication of how long they spent on it.

Appart from that there isn't really any way to do what you want with the default functionality, although I expect a custom solution could be developed.
 
Posts: 465 | Location: PO Box 162,Newbury,Berks | Registered: January 03, 2000Reply With QuoteEdit or Delete MessageReport This Post
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