I am looking for a CRM product for us in the office and want to quickly pick you brains about an issue and to see of Max can handle it, I know ACT! can’t!!!!
I have accounts for web customers, who are assigned usernames and passwords access to email, ftp and that sort of thing. I need a way with the CRM to record this with the contact. Not hard you think, user fields will do that. The only problem is I might have multiple usernames and password for one customer i.e.
Customer: Joe Bloggs
email@joebloggs.co.uk:
Username1
Password1
Email1@joebloggs.co.uk
Username1
Password2
Control Panel
cpUsername
password
Can Maximizer use a table view for its user defined fields? Ideally what I need is a table that looks like;
Detail Type Detail Username Password
^
Drop down with email, control panel etc)
Does anyone know if Maximizer can handle this, and if so how?
Thanks
Stuart
Original Post