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We have just purchased Maximizer Enterprise 7.5 and I have the job of setting it up.

We work with quite a few companies that have multiple offices. For example: Company X have offices in Town A, Town B and Town C.

What is the recommended way for setting this up in Maximizer? Three separate companies in the address book, or one company with 3 mailing addresses?

I suspect that I have to set up 3 separate companies, possibly associating them with links. However, this seems messy - I want to be able to sell to the company where the buying influences are distributed between different offices.

Multiple mailing addresses seems almost correct, but I do not seem to be able to persuade Maximizer to remember which address is the permanent address for each contact.

Thanks for any advice that you can offer,
Mark
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I have made some progress with my own question and am now more convinced that I should use a single company entry with multiple alternative addresses.

Previously, I just could not seem to get individual people to be associated with the alternative addresses and, hence, understand how
it would work. However, I have now noticed the 'Select' button in the address dialogue, which does exactly this.
What if one company with two different addresses have different UDF requirements to be stored, they are going to be stored against one entity?

you may end up with conflicting information, one UDF only applies to one office branch and not the other.

You could perhaps use related entries to keep from creating this situation, by creating 2 companies with their respective addresses and relating them in some way?

the example screenshot uses to different company names but the principle is the same.

you could relate them as a parent and child company?

Our Import solution, MaxFeed, can separate companies by department for the very reason you outline, so you end up with one company say for example based as IBM, Purchasing dept, Building 4, blah, blah and company 2 as IBM, Marketing dept, Building 4, e.t.c. and you can go back and relate them.

Seems messy, but ultimately will prove to be the most functional if you especially deal with different departments about different matters.

Regards
Maxtalk Administrator
Last edited {1}
Thanks for your thoughts and I do take your point.

Currently, we do not anticipate any UDFs that would need unique values for two different groups within the same company.

I think we will need to use a composite approach. For example, IBM may have a PC design group that are spread across multiple sites. In this case, I think we should treat them as a single company, with multiple mailing addresses. They might also have a printer design group, which we might choose to treat as a separate company (in Maximizer terms) to the PC group.

Mark

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