CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News

    Buy Maximizer Products and Services On-Line at CRMshop.co.uk
CABC    Maxtalk  Hop To Forum Categories  Maximizer CRM Software  Hop To Forums  Maximizer Support    How to relate entries
Go
New
Find
Notify
Tools
Reply
  
How to relate entries
 Login/Join
 
Member
Posted
Greetings!

After creating a new entry, I tried to "relate" to an older entry. Every time I open the new entry and then look for the old entry, one of them disappears.

How do I get both to appear in the "Name" Col so that I can link them as related entries.

Neither shows up in the Recent Entries col. either.

Thanks for helping,

Ray


Ray Randall
Registered Investment Advisor
Submit your articles to Echievements.com
 
Posts: 13 | Location: Essex, MA | Registered: April 04, 2008Reply With QuoteReport This Post
Maximizer Specialist
Picture of CABC Support
Posted Hide Post
Good Morning Ray,

If you want to use the Maximizer Search Function to build a list of company records by searching for them one at a time you must make sure you have the "Modify Current Entries List" set to "Add Search Results to List" rather than the default which is "Replace current list with search results".

Once you've done that you can just drag the target onto the source and select "Relate Entries".
 
Posts: 729 | Location: PO Box 162,Newbury,Berks | Registered: January 03, 2000Reply With QuoteReport This Post
  Powered by Social Strata  
 

CABC    Maxtalk  Hop To Forum Categories  Maximizer CRM Software  Hop To Forums  Maximizer Support    How to relate entries

© CABC Ltd 2002 - 2010. All Rights Reserved.
Maximizer is a trademark of Maximizer Software inc.