Setting up Macro in Maximizer

dereksNew Member

Hi all,

I want to set up a Macro in Maximizer that opens the add new contact and once the contact has been entered have it created a new opportunity automatically for this entry.

When I record a Macro it actually records the details for that enter and replays then (i.e. enters the same company details the next time) whereas all I want it to do is play the steps and let me enter different contact information each time.

Any help on this would be greatly appreciated.

Thanks,

Derek

6/25/094:41 AM

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Original Post

advocosupportMaximizer CRM Consultants

Morning Derek,

I'm afraid that the Macro functionality in Maximizer does not allow you to do what you're asking. It is a straight record and playback not a programatic interface.

It is possible that you could do what you are asking with the Knowledge Sync workflow program, however that is not a simple implementation and you would need to discuss costs with your business partner.

6/25/0910:18 AM

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