Phone Calls

You would have to write a report that looks at the phone notes that your employees add to Maximizer.
I beleive AMGR-Notes table, if you set the Type field ="2" that will print out the phone notes.

Is it possible to access the actual phone log numbers, i.e. total calls, average call length, etc..?

Yes, in crystal report you can set a filter "parameter query" to filter all calls by your Phone Rep or by date and then you can do the math (i.e total calls, average length of call etc")

Does anyone have a crystal reports form that tracks the phone calls of their employees or a link to a tutorial on how to create one for Maximizer? I haven't used Crystal Reports before and am having trouble getting started.

I guess what would be most helpful would be the necessary instructions to list a summary of each sales persons phone calls for a specific date. That should get me off and running. Anyone nice enough to help a sales manager in need?

Try this. Well first you need to make a parameter field. This is simple look on the left tree and you should see "Parameter Fields" this is like a criteria field. Make a date parameter field and call it Date.

Make sure you drag the notes the following on your report:

1- AMGR_Notes.TextCol
2- AMGR_Notes.DateCol
3- AMGR_Client.Name

Then use this code in your select expert formulae:

{AMGR_Notes.DateCol}in{?Date} and
{AMGR_Client.Client_Id}={AMGR_Notes.Client_Id} and
{AMGR_Notes.Type}= 2

Slowly figuring things out. Thanks so much for the help so far. How would you actually go about being able to print a single report that listed all of the phone calls made by every client in the database, i.e. lets say I wanted to just have a report that used the date as you showed, but then summarized the number of notes for each employee. Something like:

October 25th, Phone Calls Summary

Dan Smith: 56
Joe Shmo: 88
Bob Hill: 75
Nancy Allen: 44
Jane West: 102

Thanks much.

quote:

56

Yes you can do this. You would need to use this field from the Notes Table.
{AMGR_Notes.Owner_Id} these are your users like Dan Smith etc.

Name : Count of records
Dan Smith : 56
(This can be a text field): (this should be a runnng totals fields)

HOw to make a running total field:

Locate the Running total Field in the tree on the left and right click on it to make a new one.
Name it something like "Dan Smith record count" and then in the "Field to Summary) put the "{AMGR_Notes.Owner_Id}" and the Type of summary choose "count".

Then under Evaluate choose the radio option "Use Formulae" and click on the x-2 box. This should take you to a window where you to enter the formulae.
Put this there:
________________________________________________
{AMGR_Notes.Type}= 2 and
{AMGR_Notes.Owner_Id} in ["DanSmikth"]
_____________________________________________

Please note that you need to put the Max username of Dan Smith in the formulae. Repeat it for each user and drag this Running total formulae, "Dan Smith record count" in this case, on the report.

Hope this helps.