Excel Add-In
Provide an add-in for Excel, similar to the Word add-in which is supplied with Maximizer. This would allow the use of Excel for quotes or other documents which would have addresses or other information linked to the Maximizer database.
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Ian Wallace - CABC commented
This is an update on our Excel Integration for Maximizer which has now been transformed into a complete web enabled toolbar for Microsoft Excel.
Take any Excel workbook (2007,2010,2013) add merge fields, uniquely number the document , save values back to Maximizer, save the Excel to Maximizer.
Our new integration works with AddressBook records , Opportunities and Cases. The system can be deployed with Maximizer 12 (Group or Enterprise) and Maximizer CRM 2015.
For a quick preview take just 2 minutes to view this video of the creation of a quotation for a customer at Escona using the integration. More details to follow!
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Ian Wallace - CABC commented
Mike a web integrated version of our add-in for Maximizer is on our development plan. If you wish to influence its development perhaps you might like to have a chat with me about what you need it to be capable of ? please contact me at CABC
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Mike Hacking commented
I completely agree with Bryan. We are currently producing quotations in MS Word. This is a time consuming process and prone to calculation inaccuracies. Integration with Excel would solve this overnight.
The 3 most popular Microsoft applications are Word, Excel and Outlook. You've already successfully released add-ins for Word and Outlook, can you please now do the same for Excel?
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Ian Wallace - CABC commented
Please see http://www.maximizer.uk.com/add-ons/ExcelQuotation.htm
Where our new 3rd Party solution is available.