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| Member |
Using Max v.7 - when transferring new address book entries into the main database can you transfer multiple notes or are they all condensed into one note? | ||
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| Master |
WHere are they coming from? How are you doing the transfer? When you say "main" database what does that refer to - and what are the non-"main" databases? - R. | |||
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| Member |
I am transferring from new address book entries into an established addressbook. The new entries are in excel or tab-delimited spreadsheets. | |||
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| Master |
Hi Linda - not to be picky, but a Transfer in Max is between Address Books (File > Transfer). Entries coing into an Address Book from an external source (spreadsheet etc.) are being Imported (File > Import). Just to confirm, you are importing these entries, along with associated Notes, into Max from a spreadsheet or CSV file using File > Import? - R. | |||
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| Member |
I do a two step process - import from tab delimited file to an address book, then transfer that addressbook to our company's main address book. So I guess my real question is how to deal with the notes on import. | |||
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CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |

