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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
Original Post
quote:
what is the "Users" tab for? Just curious.

For creating UDFs for Users! For example, you could create a couple UDFs for Username and Password and assign them only to a specific user. In that example, a user could access an Address Book entry's website and have at hand their logon credentials and another user could do the same without either seeing the other's logon username and p/w.

quote:
I track opportunities ...


To answer this I would suggest one would need to really understand your business processes, what info your tracking and so on and so on. I wouldn't attempt to answer this question - I'll just say that yes you can create reports but then your process will likely be different from a Realtors' and you see where it starts to get complicated.

quote:
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....


This to me is the most sound. As it relates to the group/company your contact with them would likely be with a HR person so that individual would be a contact of the company - you'll also have contact like you say with individual employee either for questions related to their Group Plan or for personal business and so setting them up as Individuals and relating them sounds like the best.

IRIS Cool

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