Can you have an "Everything report" in Max 9

hairymonNew Member

We are looking to have a report in Max 9 that would show the Company name, the Contact, Notes and Hotlist tasks for said Contact, and any Opportunities related to the Contact, as well as User-Defined Fields for the Contact.

The "Detailed Report" seems to do most of this, but it does not show Opportunities.

Is there any way to have a "Detailed Report" that does show Opportunities as well? Would Crystal Reports somehow make this possible? Please let me know, thanks.

9/18/087:43 PM

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Original Post

advocosupportMaximizer CRM Consultants

Good Afternoon,

If you want a report within Maximizer that allows you to summarise this kind of information then it will indeed need to be done as a custom crystal report, the basic Maximizer reporting does not allow you to report across areas.

9/22/084:45 PM

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