I am a financial planner. I have purchased Max 8.0 (I am a refugee from Act....yikes!)
1. Often I have an employee of my group insurance client who is ALSO an individual lead and/or client. One of the things that I liked about Maximizer was that I could create a Company entry, and have employees as "sub-entries" One of the problems that I see happening is that as long as an employee is as subcontact of a company, I cannot create an opportunity that is unique to only the employee, and not the en tire company. The problem is obvious. I am only selling the employee as an individual for example an RRSP, NOT the entire company. I explored the possibility of "breaking" the individual from the company and relating them so that I can create a unique opportunity, and therefore track it. The problem is, an opportunity is just that, an opportunity, and if they do not buy - I now have a disassociated individual who cannot easily be moved back to a sub contact of the company. Ideally, I could keep the employee as a subcontact of the company and track an opportunity that is unique to only to them. Help!!
2. I track opportunities and rely upon the "objective" field to differentiate the opportunities as to where they are in the process. Can I make a report sorted by objective? Is there a better way of approaching this?
3. When in "Administrator" -> File -> Set up User-Defined Fields, there are three tabs accross the top:"Address Book", "Opportunities", and "Users". I understand what the 1st two are for, but what is the "Users" tab for? Just curious.
Thanks in advance for reading this, and lending a hand.
Greg
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