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David Asher - Avrion

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  1. 5 votes
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    David Asher - Avrion supported this idea  · 
  2. 13 votes
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  3. 38 votes
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  4. 9 votes
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  5. 14 votes
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  6. 6 votes
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  7. 7 votes
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    David Asher - Avrion supported this idea  · 
  8. 1 vote
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  9. 9 votes
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  10. 6 votes
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  11. 18 votes
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  12. 15 votes
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    David Asher - Avrion supported this idea  · 
  13. 53 votes
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    We recommend pre-pending the old products with “zzz_” to indicate that they are no longer available, so that they are at the end of the list, and so that you can still run reports for products that are no longer sold

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    David Asher - Avrion commented  · 

    I believe Products do have an Owner field so you could effectively hide those to a security group - the Categories have no security element which I agree would be great to have.
    You could move the old Categories to an Archive Product value, removing them from the original Product - I believe this stops new entries from having the old categories on display - old entries appear to retain them - worth some further testing though

  14. 10 votes
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  15. 47 votes
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  16. 40 votes
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    David Asher - Avrion supported this idea  · 
  17. 15 votes
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    David Asher - Avrion commented  · 

    I would also take this further in that once a user has logged in, the same login cannot be used again on the same address book or any other on that server.

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  18. 49 votes
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    David Asher - Avrion commented  · 

    This has been this way for as long as I can remember, at least 15 years, eventually I gave up asking for it. Another Max BP came up with a good idea, have private UDF for each user - have not tested to ensure it works though.

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  19. 13 votes
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    David Asher - Avrion supported this idea  · 
  20. 115 votes
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    David Asher - Avrion supported this idea  · 
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    David Asher - Avrion commented  · 

    That is the point Bruce, you should not have to create 4 * 20 UDF's for a feature that ideally should be standard in the product as it is any other CRM solution out there.
    What if a customer wanted 21 products then everything you have written would have to be modified, that is where it gets messy.

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    David Asher - Avrion commented  · 

    Joseph,
    We have many customers who sell products, solutions, services and although the Product/Services and Categories fields are great in giving a simple overview of what areas an Opportunity maybe related to, a lot of systems in sales environment would like to see an Opportunity store the exact product name, a quantity and also a value as line items, either keyed in manually or even better if from some form of product catalog.
    UDF's are by no means a work around for this as they would be too cumbersome to construct and with the varying quantities required on each occasion it makes this tricky to implement properly and use.
    It simply keeps everything regarding the sale together in one place as other ways of implementing do not really provide a seamless solution:
    As a workaround we have got users to attach a document with the details, but other CRM systems are capable of taking these line items and then merging them into a Word document, hence creating a quote document saving the user a fair amount of time in not having to do this on each occasion. Ask any sales person how much time they spend creating quotes, the more this is populated automatically the better.
    The only other viable alternative is to use a third party quoting software such as QuoteWerks but its integration is very limited with Maximizer as it only links to the Address Book modules. This solution would also not function in a browser environment.
    I hope that gives you more of an idea as to where it would be nice to take the Maximizer solution next.
    With the possible phasing out of the Sage Act! solution, this is an area that Maximizer lacks in functionality over this product, so another potential 'tick in the box' for those users who may consider moving to Maximizer rather than the bigger high value Sage solutions such as CRM and SalesLogix.

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