Add the Combine Companies feature to the Web Access client
The option to Combine two companies seems to be missing from the Web client
Implemented and released as of Summer 2013 release.
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Lottie commented
I haven't noticed the issue with contacts but I have noticed that you can't choose which company/individual to merge into - you used to drop the one you didn't want to use onto the one you did and their information would stay as the primary address etc. Now if the name or address in the one is incorrect and Maximizer chooses to keep that one you have to either choose not to delete the address book entry once merged before you merge (so you can compare data afterwards) or write down the correct information to make sure you are using the proper address etc.
I also had one merge where it actually created a note for the 'new' case that was created and emailed the person that had created the original case. The number of cases didn't change, just had a note saying one had been created. Rather unnecessary since nothing changed (and we don't use Maximizer's case file numbers).
The merge process needs work.
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David Asher - Avrion commented
I have just been testing this Combine Companies feature via Maximizer web access for a customer.
First issue is that for some reason certain Maximizer users cannot get the combine to work fully. Fields will copy across, but not contacts and in turn any notes stored against contacts. I can only get this working fully with the MASTER user. User has same access rights as the MASTER.The main problem with this combine is function is that when it does work, contacts do not merge, so you end up with duplicate contact entries. The help states that contacts with the same name will merge together when combining two company entries.
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Katy McLuckie commented
Hi we use Max Live and I'm not sure how to access the combine companies feature.
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Lottie commented
We have so many duplicate entries - comes from 20 years of data entry and merging two separate systems. We MUST have the ability to merge duplicate individuals and companies. This was available under the desktop Maximizer but was lost when we switched to the web version. VERY important.
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Caroline Robertson commented
I would like to wade into this one. We have a client who has a purely hosted solution of Maximizer so no one with Windows access. They have Individuals in their database with the odd company but a web feed created the Individuals based on matching on email address.
Suppose an individual gives their gmail address first, this will create an Individual record with the gmail address.
Next time, perhaps they give their work email address, this will result in a second Individual record being created.
Now we know from speaking with the Individual that they are the same person so we should combine them into a single record (along with their Notes, Documents, Opportunities etc.)
Currently in the web, there is no "Combine Selected Entries" like there is in the Windows client so other than us as their BP connecting remotely to their server to do this, the client has no control over their data which is crazy as they are the ones who know their data, not us.
Please address this urgently. The Web Client is great but it is missing vital features like this.
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Jenny Carey commented
Hi Connie, please can you answer my questions below about how one can do the following actions in the Maximizer CRM 12 Summer 2012 Web Access:
Combine 2 Companies together?
Move a Contact from one Company to another?
Merge 2 Contacts at the same Company?Thanks in advance.
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Jenny Carey commented
Hi Jim and Connie, I have been testing this in v12 Summer 2012, and found that the new "Edit > Move Selected Contact" option in the Web Access doesn't appear to do anything when trying to move a Contact to another Company..?
Steps to replicate:
1. Log into the Escona Tutorial database as JNAPOLI (Password: MAXOIMIZER)
2. Search for Last Name = Doe to retrieve Jane Doe at Aggassi Cold Beer & Wine Store in the Address Book window.
3. Add a Note against Jane Doe called "Jane Doe Note"
4. Add a Document against Jane Doe called "Jane Doe Doc"
5. Select Jane Doe in the Address Book window so there is a check next to her name, and the bar at the top says "1 Selected"
6. Click Edit > Move Selected Contact
7. Search for Company = ABC and select ABC Wine Shop, click OK.
8. Jane Doe at Aggassi Cold Beer & Wine Store still shows in the Address Book window.
9. Search for Company = ABC Wine Shop
10. There is no Contact called Jane Doe against ABC Wine Shop, and no Note called "Jane Doe Note" or Document called "Jane Doe Doc" (even when "Show All" is checked)I tried repeating the process until step 6, then searching for Last Name = Torres and selecting Martha Torres at ABC Wine Shop instead, but this still doesn't appear to transfer anything across to Martha Torres or ABC Wine Shop? This process also doesn't appear to do anything when trying to merge 2 Contacts at the same Company together.
Please can you explain how to move a Contact from one Company to another, or merge 2 Contacts at the same Company? Also, please can you answer Jim's original question on how you can combine 2 Companies together in the Web Access? Thanks in advance.
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Jim Coughlan commented
Yes, thanks Connie it works fine
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Yes. Can you try it out (maybe with some test records) and let me know if it works for you? Thanks.
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Jim Coughlan commented
Ahh!... I think I see what you're getting at. The Web client's Move Selected Contacts (from one company to another) is a new feature. And it would be what most people need, who used to previously use "Combine Entries" in the Windows client.
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Jim Coughlan commented
Hi Connie, I'm referring to the function (in the Windows client) that you find in the Edit menu called "Combine Entries"
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Hi Jim, thanks for the feedback. Just to clarify, you are referring to something similar to 'Move Selected Contacts' under the edit menu, but for companies, correct?