|
CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |
![]() |
|
|
Go
![]() |
New
![]() |
Find
![]() |
Notify
![]() |
Tools
![]() |
Reply
![]() |
|
|
Member |
I have a new install of Max 8
I would like to import as much as possible over to Max 8 Can this be done, and if so, can someone direct me to instructions for doing so? Paul Thanks! |
||
|
|
Master |
Hi, Paul.
One of your other posts suggests that you upgraded from a previous version of Maximizer. If so, then you shouldn't have to import the data - you just need to upgrade the address book. Look in Maximizer help for the topic "Upgrading a Maximizer Address Book". |
|||
|
|
Member |
Gord,
I know after looking at my other post this request might sound strange. After upgrading from Max 7 to Max 8 everything went fine until I purchased a Palm Zire 31 to help me with my contacts and appointments throughout the day. I installed Max Link and then did my first syncro. A day or 2 later I tried to select the "View Contacts" option so that I was looking at all contacts on the screen instead of Companies and Individuals. A warning came up saying a file was corrupted and after clicking OK Maximizer just shut itself down, quite "scary" as I have many contacts and information in there. I couldn't give up on the Palm and probably should have called tech support, but I ended up using Outlook 2003 for a while. Seeing that I had all the contacts already in the Palm I just downloaded them into Outlook. However, Outlook isn't what Maximizer is and I find it quite a "hog" on memory and resources. I want to go back to Maximizer, but the notes, etc, I have collected since the switch I can't lose. I read something in the manual about being able to export Max data to an Excel spreadsheet and then reimporting it into Maximizer 8 Any help would be appreciated. P.S. I would like to create a new Max file and then import the data. I have the old data backup disc, but after restoring it still says corrupted!!! |
|||
|
|
Master |
I've heard of people exporting data from Outlook to Excel, then saving the spreadsheet as tab-delimited text and importing into Maximizer. I've never done it myself, but they said that it worked for them.
One trick they mentioned was to append a final column to the spreadsheet and fill it with some dummy value (like 'xyz') before saving as tab-delimited text. That apparently forces Excel to write all cells to the text file even if they are empty, which in turn helps prevent the Maximizer import routine from getting confused. Good luck! This message has been edited. Last edited by: Gord, |
|||
|
|
Master |
Have done a lot of work taking .xls files, editing them in Excel, saving them as tab delimited text files from Excel then importing them into Max. Has worked flawlessly every time. Importing, especially with the saved mapping capabilities (can't remember the Max name for the import templatges) is great. Bottom line is if you can get your data into Excel there should be no problem getting it into Max.
Please note that I am using Max 7 - Max 8 may be a different story. - R. |
|||
|
| Previous Topic | Next Topic | powered by eve community |
| Please Wait. Your request is being processed... |
|
|
CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |

