I just bought Maximizer 9 a few weeks ago and now that I know how to use it pretty well I am shocked that it has such limited reporting abilities.

I have a small sales team of 3 people. We do what I call "campaign selling" which means that we flag 40 companies that we are going to call
using a user defined field. We make those calls and I want to be able to report on the "campaign" when they are done.

It seems that this isn't possible with Maximizer. I have several campaigns running every month and I can't report on any of them.

Am I missing something ? Is there an add-on that helps with this?

Maximizer 9 comes with a copy of Crystal Reports XI for Maximizer on a separate CD. CR_XI is an extremely powerful reporting tool that can be used to build custom reports to augment the dozens of pre-defined reports in Maximizer.

However, most Maximizer are satisfied with the reports they can produce in by simply using the built-in column reports, notes reports, and detailed reports. Have you looked at those?

This message has been edited. Last edited by: Gord,

I have looked at them but I can't figure out how to do what I am outlining above.

I want to be able to pull a group of 40 calls that are made by 1 user based on a flag "user defined field"

And report on them.

This doesn't seem obvious to me.

Reports are not obvious, the first step is to do a "search all" that will containt UDF (User defined fields)that you are looking for. Then save that search for later use you can call it Campaign date (date of the campaign).

Did you get this running, ALCUser ?