Where There’s a Will, There’s a Way - All Comments

re: Communicating with The Entire Company

Will Leung — Fri, 08 Apr 2011 15:47:14 GMT

Ed,

The picture added in the Company Announcement was referenced in the hTML.

In the HTML, it looked something like:

You will need to make sure that this picture is accessible (ie a valid URL) before it will display in the Company Annoucnement.

re: Communicating with The Entire Company

edrichardson — Wed, 06 Apr 2011 14:57:18 GMT

Will,

I found this in your online support; trying to determine to how to post some graphs to company announcements. When I use the process you demonstrate in the video the graph does not show up; just the red x a in the upper left corner of the announcement page shows.

We are using 11.0.

Thanks!

Ed Richardson

re: The Outlook Toolbar: Making a (not so) spiritual connection with Outlook

finark — Fri, 04 Feb 2011 23:14:47 GMT

I just upgraded to CRM 11 from 10 as my new laptop is a 64-bit and unfortunately wouldn't allow for CRM 10 to install at all so more $$$ for the buggers.

I admit the new version is nice, HOWEVER, I'm stumbling through some issues especially with Outlook. I'm using Office 2010 and when I send emails through Maximizer it logs the email in my contacts documents list just like CRM 10 did but when I look in the sent items column in outlook to ensure it's been sent it doesn't log it under the date. Instead it puts it into "None" and on top of that it sorts it in reverse order. I only use the sent items to ensure my email from Max has been sent as it's logged in the clients name within Max so tracking isn't a biggie but when I had sent an email the other day and could'nt see that it was sent I ended up sending a second one and was a bit embarrassed to see that I had sent two not knowing to look in this "none" column. Have you seen this? Sorry for the long winded explaination.

Thanks.

Customer Relationship Management » Blog Archive » Communicating with The Entire Company

Sun, 24 Oct 2010 09:57:16 GMT

Pingback from Customer Relationship Management » Blog Archive » Communicating with The Entire Company

Customer Relationship Management » Blog Archive » Rounding up Tasks and Appointments

Sun, 24 Oct 2010 07:42:57 GMT

Pingback from Customer Relationship Management » Blog Archive » Rounding up Tasks and Appointments

Customer Relationship Management » Blog Archive » Drawing an Organizational Chart

Sun, 24 Oct 2010 07:42:55 GMT

Pingback from Customer Relationship Management » Blog Archive » Drawing an Organizational Chart

Customer Relationship Management » Blog Archive » Holiday Work Delegation

Customer Relationship Management » Blog Archive » Holiday Work Delegation — Sun, 24 Oct 2010 07:42:53 GMT

Pingback from Customer Relationship Management » Blog Archive » Holiday Work Delegation

Customer Relationship Management » Blog Archive » Life in Technicolor: Row Coloring for Non-Table User-Defined Fields.

Sun, 24 Oct 2010 07:42:51 GMT

Pingback from Customer Relationship Management » Blog Archive » Life in Technicolor: Row Coloring for Non-Table User-Defined Fields.

re: Conditions in Formula User-Defined Fields

Will Leung — Thu, 09 Sep 2010 06:39:38 GMT

This is a commonly asked question.

There currently isn't a current date parameter available, however, there is date arithmetic functions that allow you to calculate the difference is between two dates. See the manual for examples of these.

Another one for suggestions@maximizer.com

re: Conditions in Formula User-Defined Fields

fiatlux — Wed, 08 Sep 2010 14:01:38 GMT

Hi Will,

Nice tips. Thanks.

Do you have an idea to use a 'current date' parameter to use to compare date.

Ex: manage support contract duration.

regards,

Fiatlux

re: Tips for Cleaning Up your Hotlist

Richard Harris — Wed, 25 Aug 2010 13:09:42 GMT

Thanks very much

re: Tips for Cleaning Up your Hotlist

Will Leung — Fri, 20 Aug 2010 21:51:05 GMT

Unfortunately no.

However, you can create a column setup that puts the completed on the far left side, followed by the date and time of the hotlist. Maximizer sorts from left to right. If a column is selected for sorting, then it will use that column first, then the next column to the right, and so on and so forth. So if the completed column is on the very left, followed by the date, then the time, once you complete a hotlist task, it will either bubble to the bottom or the top, depending on the date and time.

re: Tips for Cleaning Up your Hotlist

Richard Harris — Fri, 20 Aug 2010 12:38:18 GMT

Is there any easy way to eliminate completed tasks from view so that your hotlist task list only shows uncompleted tasks?

re: Excel to Maximizer: Two-tiered Importing

Nicky2010 — Mon, 14 Jun 2010 01:41:59 GMT

Most of our staff use openoffice www.openoffice.org rather that Mircosoft Office. Is there a way that I can change user settings so they can export into openoffice spreadsheet? At the moment, when you try to export it says you do not have excel installed.

Your help is appreciated!

re: Excel to Maximizer: Two-tiered Importing

Paulab — Wed, 26 May 2010 06:12:54 GMT

Do you know of any good tools to edit the MXI (XML format) exported content and then re-import this? In theory a nicer approach than MTI headers with a decent match field selection in the UI. In practice I'm yet to see it used anywhere.