Wondering how other people print out detailed contact reports w/o ending up with a huge paper stack.
I have migrated to Maximizer from GoldMine and ACT, and find many things about Maximizer I like. However scheduling & reports are not 2 of them.
If anyone has suggestions on issues below, I would love to hear them. BTW, is this an active forum? Seems like many questions go unanswered and not a whole lot of viewing. If there are other forums that are more appropriate and active, please let me know.
Issue 1
All of my selling is face-to-face with customers, with a huge focus of selling to the company, not an individual. So I need to print out a report that shows, among the standard info, a list of company contacts & contact info, a list of open activies. If I print the Address Book Detailed Report, it prints out every activity I've scheduled with company. Can't figure out how to filter this. Also if I select contacts, it prints out all misc info for each contact. I've tried to work around this by printing out 3-4 reports for each company, i.e. Name/Address/Tel, Activity Report, etc, but this is very cumbersome.
Any ideas?
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