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

re: Getting rid of unwanted duplicates

wleung — Tue, 09 Mar 2010 19:38:57 GMT

Are you getting the same prompt as shown in the Blog with one of the options disabled?

re: Getting rid of unwanted duplicates

melshamy — Fri, 26 Feb 2010 15:27:07 GMT

As an administrator i have the option to add an entry, merge or open if i create a duplicated entry in the address book however one of the Customer service reps in out company has only the option to merge or open the entry she created instead of just adding it as another entry in the address book.

Could this be a permissioning issue or is there a way i can fix that?

Thanks!

re: Campaign Manager Statistics: Tracking how many people actually look at your emails.

Gord Thompson — Fri, 08 Jan 2010 20:49:33 GMT

Two comments on "Campaign Opened Email Tracking URL":

1. It will only update the counter if the recipient's email client allows the loading of remote images. Most email clients disable remote images by default to protect the privacy of the recipient.

2. I normally recommend that people use

to make the web bug less obtrusive.

re: Campaign Manager Statistics: Tracking how many people actually look at your emails.

wleung — Fri, 08 Jan 2010 18:57:06 GMT

Patrick,

The URL that is merged in needs to be accessible by the user. So if you take one of the URLs and copy and paste it into a web browser, you should be able to get to a page. For example, if you browse to www.yourcompany.com/campaign/redirect.aspx, it should say "Unsubscribed".

In terms of software setup, you need to be running a Microsoft Server operating system with at least IIS 6 with Maximizer Components for IIS installed on it. Maximizer Components for IIS is an option you can select during the initial installation of Maximizer.

In Administrator, the URL of Campaign Manager Statistics is your IP address or the url of your website.

You will need to configure your IIS server and routers accordingly. Unfortunately since all routers are different, there is no silver bullet answer as to how to configure your router. But the only thing for sure is that you will need to be able to hit the campaign virtual directory an outside source.

There are lots of good online resources that will instruct you on how to configure your server and router to host web pages, which is essentially what you are doing here.

I hope this helps!

re: Campaign Manager Statistics: Tracking how many people actually look at your emails.

patrickc — Fri, 08 Jan 2010 17:17:05 GMT

Good day Will,

After I read the manual for the email campaign tracking implementation, it gave me the impression that as soon as I fixed the HTML code, then the tracking activities will work as it promised, which I found it is not the case. Can you describe the steps for the hardware, router and software setup of this implementation? For example router ports mapping, server name (or domain name) and “URL of Campaign Manager Statistics” in the Maximizer Administrator Module.

Patrick

re: Drawing an Organizational Chart

Steve Bromschwig — Thu, 10 Dec 2009 15:35:38 GMT

Will, he's talking about Contacts, not Users.

Your scenario would work if you wanted to adjust the Org Chart for the Maximizer Users, but he is looking for a scenario that would allow certain Contacts to be omitted because they no longer work for the Company the chart is being generated for.

A similar scenario could be used where you create a "dummy" Contact and attach it to a Company. You would then have all of your "non-active" Contacts report to this "dummy" Contact. Unfortunately, there is no way I know of to specifically omit Users or Contacts from the Org Chart report.

If this work-around doesn't work for you, it would be possible to create a custom Org Chart report using Crystal Reports which excludes certain Contacts based on the criteria you specify. This would be launched separately from the built-in Org Chart functionality, but it would give you the exact result you are looking for.

re: Drawing an Organizational Chart

wleung — Tue, 08 Dec 2009 00:15:03 GMT

Hi RonnieFleming,

Disabled users appear on the chart. There's a few ways to get around this:

1. Delete the users - When you do this, are able to transfer notes and cases to other users.

2. Create a dummy user and have all disabled users report to that dummy user, thus organizing your organizational chart into 2 groups: active and non-active users.

If you'd like to see this functionality changed, send us a suggestion at suggestions[at]Maximizer.com

re: Drawing an Organizational Chart

RonnieFleming — Sat, 05 Dec 2009 14:16:11 GMT

I have a number of people that have left an organisation but they still appear on the organisation chart. I don't want to remove them as they have history attached. Can I hide them thus removing them from the chart.

re: Key Fields: Organizing the Mess of User-Defined Fields

Robert Lehrer — Tue, 03 Nov 2009 16:37:53 GMT

Excellent blog! Very useful ideas for me to implement with Maximizer right away.

Thanks!!

Twitter Trackbacks for Leads Vs. Non-Leads - Where There???s a Will, There???s a Way [maximizercrmcentral.com] on Topsy.com

Wed, 28 Oct 2009 06:32:45 GMT

Pingback from Twitter Trackbacks for Leads Vs. Non-Leads - Where There???s a Will, There???s a Way [maximizercrmcentral.com] on Topsy.com

re: Great Save! Recalling and Saving Searches

wleung — Thu, 22 Oct 2009 19:06:42 GMT

The wonderful thing about catalog searches is that they will re-do a search every time they are called. So for example, if you original search (for example, all companies in the USA) brings up 50 entries, and you add another 50 companies who are located in the USA, the next time you do your catalog search, it should pull up 100 results.

If you have updated your database and the search doesn't come up with any of the new entries, either update your catalog search to include some sort of information associated with the new entries, or update your entries so they match the criteria that you are using to search.

re: Great Save! Recalling and Saving Searches

Ms Pascale Smith — Thu, 22 Oct 2009 18:38:34 GMT

Hi, the only problem we've encountered with this feature is that when our database is updated with new clients the catalogue itself does not incorporate the new entries into the search. Is there a way to do this automatically?

re: Leads Vs. Non-Leads

wleung — Tue, 20 Oct 2009 18:27:31 GMT

Hi Jeff1Conner,

Try this link:

www.maximizer.com/contact

re: Leads Vs. Non-Leads

Jeff1Conner — Fri, 16 Oct 2009 23:51:30 GMT

I cannot find Field Office Contact information on your website. This is who tell us to contact for tech support.

Please help??

Jeff Conner

re: Feeding your Excel Addiction: Exporting to Excel

wleung — Thu, 08 Oct 2009 22:21:32 GMT

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.