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Where There’s a Will, There’s a Way

Feeding your Excel Addiction: Exporting to Excel

Back when I was doing tech support for Maximizer, I remember talking to countless people who didn’t know that much about Maximizer (and computers in general).  Sometimes, I found that the easiest way to get people thinking about Maximizer stuff was to relate it to Excel.


Will: “Click on the Address Book Window.”
Customer: “Which window?”
Will: “The Address Book Window. The one with all your information on it”
Customer: “I don’t see it.”
Will: “The Address Book Window.  The one that kinda looks like an excel spreadsheet.”
Customer: “Oh!  I found it!”

I find that people have a strange love affair with Excel. Maybe it’s become engrained in people’s mind that anything that is organized in any sort of a grid or table is like Excel.  It’s just like how people call all sorts of chicken balls, “McNuggets”, or flying discs, “Frisbees”.
People use Excel for anything and everything. Traditionally, Excel is supposed to be used as spreadsheet software that makes it easy for you to add and graph things, although I’ve seen many people use it for things that it probably has no business being used for.

Maximizer makes it easy throw the list contained in any controlling window into an Excel spreadsheet.  With this information in an Excel spreadsheet, you can generate pivot tables, graphs, or anything else that you want.

  1. Create a column view with all of the information that you want to put into your spread sheet.
  2. Do a search for whatever you want to export.  You can also do an all entries or a very broad search and individually select individual items you want to export. If you don’t select anything, then it will just export whatever is on the screen.
  3. Click the Export to excel button ().

Yes, it is that easy.

Only published comments... Feb 12 2009, 11:46 AM by Will Leung

Comments

 

ambiotic said:

Hey,

My drawback is that the Max to Excel option is greyed out (logged on as MASTER, selected entire list of displayed items.

Any thoughts on how to overcome this obstacle?

October 8, 2009 10:31 AM
 

ambiotic said:

more fodder: works fine with Address Book.  I need this function to work for Hotlist

October 8, 2009 10:33 AM
 

Will Leung said:

Which version of Maximizer are you using? I wrote this article based on Maximizer CRM 10.5, so any earlier version may or may not have the capability to export from all windows. If you are also running Maximizer CRM 10.5 and are continuing to encounter this problem, please contact our support team at 888.745.4645 (in North America)  and we can have somebody remote to your computer and have a look.

October 8, 2009 3:21 PM

About Will Leung

Will is a technical communications specialist at Maximizer Software. 'Where There's a Will, There's A Way' gives Maximizer CRM users helpful insider tips for getting the biggest benefits from Maximizer's CRM and mobile CRM solutions. Read more about Maximizer CRM at www.maximizer.com.