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  Holiday Work Delegation It's the holiday season again. A time of wonder. A time of joy. A time where you can offload your workload to the poor interns/articling students/contract workers/anybody else not fortunate enough to have the holidays off. A good way of assigning... 12-18-2009 1:48 PM by wleung to Where There’s a Will, There’s a Way

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  Note Filters: Make Notes Linger in the Darkness... Welcome to this Halloween edition of "Where There's a Will, There's a Way" (queue the cheesy Halloween music ). Having a ton of notes on clients can be a good thing. But sometimes, finding specific notes can be a nightmare. There is... 10-30-2009 3:19 PM by wleung to Where There’s a Will, There’s a Way Filed under: notes

• 3 Comments 512 Views

  Leads Vs. Non-Leads I guess you can say that all your customers are important. But sometimes, you need to make a distinction between those customers who take priority over others. Certain circumstances necessitate that you choose specific customers, and treat them differently... 10-16-2009 12:18 PM by wleung to Where There’s a Will, There’s a Way

• 3 Comments 482 Views

  Automatically Creating Hotlist Tasks When Entering User-defined field information. I am terrible at remembering dates. Sometimes I get so busy that I almost don't remember my own birthday. I guess that's what my better half is for. But still, I'd like to remember her birthday from time to time. So what if you had a really... 10-02-2009 12:39 PM by wleung to Where There’s a Will, There’s a Way

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  Choosing when you work... in your Calendar. In Maximizer, you can customize your calendar to fit your work schedule. If you are one of the lucky ones to only have to work a few times during the week, or a few hours during the day, this can make your calendar a little bit more aesthetically pleasing... 09-25-2009 11:26 AM by wleung to Where There’s a Will, There’s a Way

• 2 Comments 398 Views

  Great Save! Recalling and Saving Searches Sometimes, it takes a stroke of genius to create the perfect all fields search. After many hours of carefully planning which fields to include and which values to select, you run the search and get the perfect result set. And sometimes it’s just... 09-02-2009 12:03 PM by wleung to Where There’s a Will, There’s a Way

• 3 Comments 668 Views

  Drawing an Organizational Chart Time is always at a premium, at and outside of work. Let's be honest here, nobody likes to waste time, unless it's "wasting time" relaxing. At work, the more time you waste, the more money you could be losing. Unless you are New York... 08-26-2009 4:00 PM by wleung to Where There’s a Will, There’s a Way

• 2 Comments 821 Views

  Excel to Maximizer: Two-tiered Importing From: William Leung Sent: Friday, August 14, 2009 4:31 PM To: Microsoft Subject: Excel Awesomeness Dear Microsoft, By now, you must think I hate Excel. I've already written a couple of blogs about Excel and/or people's strange fixation with using... 08-14-2009 10:12 AM by wleung to Where There’s a Will, There’s a Way Filed under: maximizer, excel, microsoft, importing, crm

• 0 Comments 430 Views

  Semimonthly appointments There is a way to create a semimonthly appointment in your Maximizer Calendar. Just to be clear, an example of a semimonthly occurence is like my favourite times of the month: pay day. It is like being paid on the 15th and 30th of the month and not every... 08-07-2009 12:55 PM by wleung to Where There’s a Will, There’s a Way Filed under: calendar, Schedule, appointment

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  Rounding up Tasks and Appointments Sometimes, it's important to know how much effort you're putting into a relationship. Any relationship. Whether it be with your friends or a lead, it's always good to know how much time and effort you put in. A good indication of how much... 07-24-2009 12:37 PM by wleung to Where There’s a Will, There’s a Way Filed under: Address Book, calendar, hotlist, activities, appointment

• 1 Comments 743 Views

  Key Fields: Organizing the Mess of User-Defined Fields Maintaining a tidy database is one of the keys to efficiency. It's just like keeping a tidy house. It's all about getting rid of what's no longer useful and organizing the stuff that you do have for easy access. It's the same way with... 07-17-2009 10:25 AM by wleung to Where There’s a Will, There’s a Way Filed under: Address Book, key fields, user-defined fields, Key, business process

• 0 Comments 630 Views

  Microsoft WPC 2009 – Day 4 - The Future of the User Interface Microsoft's Worldwide Partner Conference (WPC09) wrapped up today. I have to say that two things came across loud and clear in the conference: 1. Microsoft is respectful of their Partners and is following through on their business plan to work with... 07-16-2009 10:23 PM by wanderson to Will Anderson’s CRM 360 Filed under: WPC09, Predictions, Microsoft, User Experience

• 0 Comments 528 Views

  Microsoft WPC 2009 – Day 3 - Allison Watson's A List The third day of the Microsoft Worldwide Partner Conference had one of my favourite sessions - one I look forward to every year. Allison Watson presents her "A" List. This is a list of the best and brightest as chosen by her (or I would presume... 07-15-2009 10:37 PM by wanderson to Will Anderson’s CRM 360 Filed under: Microsoft WPC, WPC09, Predictions

• 1 Comments 475 Views

  Microsoft WPC 2009 – Day 2 – Azure and Office 14 The second day of the Microsoft Worldwide Partner Conference is over and it was another good day. The day was kicked off by Bob Muglia, president of the Server and Tools Business, announcing the business and partner model for the company's Windows... 07-14-2009 10:50 PM by wanderson to Will Anderson’s CRM 360 Filed under: WPC09

• 3 Comments 561 Views

  Microsoft WPC 2009 Day 1 – Microsoft Announces the Importance of the Customer – and Means It! The first day of the Microsoft Worldwide Partner Conference is over and it was a frenzied day. Microsoft knows how to put on a good conference. There were great key note presentations, a LOT of breakout sessions to dive down into the details of too many... 07-13-2009 10:05 PM by wanderson to Will Anderson’s CRM 360 Filed under: 2009 CRM Predictions, Smartphone, economy, Microsoft WPC, WPC09