2 Questions -- Thanks for the Help

paulNew Member

I am a newer user to Version 6 and I have tried to create a report that is able to include info from both a contact record and the related entries record. So far I have not been able to make this work, any ideas out there or are there any ReportSmith templates out there that can be customized for my uses?

Also, is there an add-on product for Maximizer that allows me to automate entry tasks? For example, I would like to create a new contact and automatically set certain UDF fields, associate the record with a list, create an e-mail or letter, and set follow-up dates in a single step. Any ideas?

Thanks for talking the time to answer

Paul

8/14/016:58 AM

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Original Post

crm3000ltdNew Member

1. Hard to answer, but it should be possible by using ReportSmith or Crystal Reports and Maximizer ODBC.

2. See how far you get using macros and adding buttons to your toolbar to run those macros. Otherwise talk to a Maximizer Business Partner about getting something developed for you.

8/27/018:46 AM

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