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Latest post 06-29-2009 4:22 AM by Gord Thompson. 1 replies.
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  • 06-24-2009 9:00 PM

    Creating a Macro in Maximizer

    Hi all,

    I want to set up a Macro in Maximizer that opens the add new contact and once the contact has been entered have it created a new opportunity automatically for this entry. Once the opportunity has been created I want it to automatically create a Quickbooks entry also.

    When I record a Macro it actually records the details for that enter and replays then (i.e. enters the same company details the next time) whereas all I want it to do is play the steps and let me enter different contact information each time.

    Any help on this would be greatly appreciated.

    Thanks,

    Derek

  • 06-29-2009 4:22 AM In reply to

    Re: Creating a Macro in Maximizer

    I doubt that you could get a macro to do that, but Workflow Automation could probably do it.

    http://maximizer.com/solutions/maxcrm/workflow_automation/

    Gord Thompson
    Regeneration Systems  http://www.regensys.com
    Max4Advisors Inc.  http://www.max4advisors.ca

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