CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News

    Find out about Linktracker for Maximzier
CABC    Maxtalk  Hop To Forum Categories  Maximizer CRM Software  Hop To Forums  Maximizer Product Features    Edit or reorder "Do not socilcit by?"
Go
New
Find
Notify
Tools
Reply
  
-star Rating Rate It!  Login/Join 
Master
Posted
I don't want the waste of a UDF doing the same thing as a built-in.

Specifically, I use essentially an opt-in:
C = gets Christmas card (theoretcially)
N = No : No mass mailings
Y = Yes : Yes to mass mailings

These concise codes let me display this field with only a few pixels in my column setup.

If I can't get rid of the lengthy-built-in fields, is there at least a way to sort them to the bottom? Maybe with a registry edit?

As a last resort, I guess I could make my fields !C, !N, and !Y so that they always come on top...

This message has been edited. Last edited by: GoBlue,
 
Posts: 107 | Registered: October 20, 2006Reply With QuoteEdit or Delete MessageReport This Post
Master
Posted Hide Post
"If I can't get rid of the lengthy-built-in fields, is there at least a way to sort them to the bottom?"

Sorry, but I don't follow. What "lengthy-built-in fields" are you referring to? In what context do you want to get rid of them and bring yours to the top? How does this relate to "the waste of a UDF doing the same thing as a built-in."?

What exactly are you doing, where are you doing it and how, and what exactly is the problem?

- R.
 
Posts: 356 | Location: Vancouver, BC, Canada | Registered: March 15, 2002Reply With QuoteEdit or Delete MessageReport This Post
Master
Posted Hide Post
Sorry; I meant "lengthy built-in items," not "fields," namely, "Email, Fax, Phone, Print."

I have a UDF called "ML" (mailing list) with short items like "C, N, and Y." "Do not solicit by" makes this UDF redundant.

But I would like to change the items in "Do not solicit by" to single-character items, or add my own single-character items and move the default ones to the bottom.

In the "lead status," for example, you cannot delete "hot, warm, cold" but can rename them to "A, B, C" if you like. I was hoping for similar flexibility in the "Do not solicit by" field.
 
Posts: 107 | Registered: October 20, 2006Reply With QuoteEdit or Delete MessageReport This Post
Master
Posted Hide Post
Sorry, can't help out - it sounds like you're using Max Enterprise. We're using Max 7 and it doesn't have the "Do not solicit by" capability.

- R.
 
Posts: 356 | Location: Vancouver, BC, Canada | Registered: March 15, 2002Reply With QuoteEdit or Delete MessageReport This Post
Master
Picture of Gord
Posted Hide Post
The "Do not solicit by" SDF (system-defined field) was added to help Maximizer users comply with anti-spam legislation like the U.S. CAN-SPAM Act of 2003. Since it is an integral part of the application it stands to reason that the pre-defined items cannot be altered.

For example, the value "Email" is required to omit clients from automated Email campaigns. The value "Print" is needed to exclude clients from automated print campaigns. And so on.

For your purposes, just use your own values.

.
 
Posts: 708 | Location: Canada | Registered: July 14, 2000Reply With QuoteEdit or Delete MessageReport This Post
Master
Posted Hide Post
Yeah, this isn't such a big deal. I'm making it work.

Thanks, as always, Gord. I would thank you more often but I don't want the "last post by" to always say me and look like nobody replied.
 
Posts: 107 | Registered: October 20, 2006Reply With QuoteEdit or Delete MessageReport This Post
 Previous Topic | Next Topic powered by eve community  
 

CABC    Maxtalk  Hop To Forum Categories  Maximizer CRM Software  Hop To Forums  Maximizer Product Features    Edit or reorder "Do not socilcit by?"

© CABC Ltd 2002 - 2005. All Rights Reserved.
Maximizer is a trademark of Maximizer Software inc.