Paul Z
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3 votes
An error occurred while saving the comment An error occurred while saving the comment Paul Z
commented
Maybe an alternative would be to have a button that opens the 'Catalog Search' dialog box (the one that lists all the saved searches).
(I still believe accessing the searches via the Favorite list dialog box would simplify things for users; and it makes administration easier. You can save time for administrators who need to add a custom button for each search to each user's workstation)
An error occurred while saving the comment Paul Z
commented
Yes: it is a problem finding the Catalog button in the All Fields dialog box, even after we show them where it is and how to use it.
They always ask if there is an easier way to pull up that search. That is why we give them the custom buttons that link to the searches.
However, even after they know where to find the Catalog searches and have used them, every so often, they get confused and can't remember how to get to that Catalog button.
An error occurred while saving the comment Paul Z
commented
Correct Steve, I am not asking for any new feature, just an interface tweak that seems more natural to users (based on my observations and discussions with customers).
Essentially have the Catalog Search appear in the Favorite List with the 'static' lists. That is why I called them dynamic Favorite Lists because the database is building the list each time with the parameters from the catalog search.
The reason for the request is from observing users interact with Maximizer. They automatically want to go to the Favorite List to pull up a Catalog Search. In fact, it takes quite a bit of time to explain to people that a Favorite List is static like a list on a piece of paper. They always remark, "I just updated the UDF in Maximizer for this customer, shouldn't it show up in my list?"
Based on observation, users have a difficult time using Catalog Search. We create buttons for them on the Custom Actions tab as a result. So my suggestion is to have a Catalog Search appear in the Favorite List dialog box along with regular static lists.
An error occurred while saving the comment Paul Z
commented
Hi Connie, with a catalog search the criteria always retrieves records that match what you are looking for even if the data in Maximizer has changed.
For example, I can create a catalog search where all the records in a certain area code that were created this month and have user-defined fields that indicate the company has over 100 employees and x amount of sales revenue.
So, if five new records were added to Maximizer this month that match this criteria, they would be retrieved from the database automatically when the catalog search is run.
A favorite list will not do this. You need to run the catalog search then save or add the records to the favorite list.
Linking a favorite list to a catalog search, ensures the favorite list is always up-to-date with records that match what you are interested in.
Currently we create custom buttons to retrieve these catalog searches for users, however, you have to go to each persons computer to add the custom button. By linking a favorite list to a catalog search, the 'dynamic' list will be available right away to anyone that has the security rights to see it. (aside: sometimes the custom search buttons disappear from the menu bar for a user and we have to constantly add it back in for them, so a dynamic favorite list may help with this issue as well).
An example of its applicability is CompanyX has a person who goes through Maximizer and qualifies Maximizer records that are flagged as leads by calling them and cleaning up or modifying data in Maximizer (for example, finding out who their current service provider is, verifying and filling in blank address fields, etc. or gathering any other information CompanyX wants to know before it passes the lead on to the sales rep(s)). Now that the data has been modified and qualified it will automatically appear in a certain 'Qualified Leads' favorite list when the sales rep x retrieves it.
In the end, it simply removes that extra step to manually add a company or contact to a favorite list, but you would be surprised how many users find this difficult to remember or even grasp. They expect that a favorite list will magically show new records or modified records if they have a user-defined field called 'Prospects' then make a favorite list called 'Prospects'.
I apologize for the length of this explanation and I hope I have not created more confusion regarding this idea.
Paul Z
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9 votes
declined for now. please upvote and comment if this is something to consider again....
Hey Google, show me my contact Billy Buyer in Maximizer...
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Paul Z
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26 votesPaul Z
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143 votes
Please note Maximizer’s professional service team have created integrations with Avaya AES among others so feel free to contact them directly if you have an acute need for this type of integration.
Paul Z
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36 votesPaul Z
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Sorry Connie, my mistake. In version 12 Maximizer did add a button beside the 'Recent Catalog Searches'.
I don't recall reading this additional feature was added for version 12.