I have used several CRM's in the past and for whatever reason, I can't figure out Maximizer's importing system. This was extremely easy with ACT. Maybe there is something right in front of me...

Problem: My colleague and I have separate, stand alone versions of Max 8 which we store our sales information.

We would simply like to back up our individual versions on a CD/external drive and then transfer/import our updated information to ensure we both have current records.

I would import her backed up database and vice versa.

I have figured out how to back up contact records only through XML, but what about notes, etc.? We can't figure this out...

Any insights would be much appreciated...

Craig

Look here.