|
CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |
![]() |
|
Maxtalk
Maximizer CRM Software
Maximizer Product Features
Moving Contacts from One Co. to Another|
Go
![]() |
New
![]() |
Find
![]() |
Notify
![]() |
Tools
![]() |
Reply
![]() |
|
|
Member |
1. Sometimes a contact changes companies- how do I move the contact from one company to another?
2. Sometimes I want to relate the two companies, to show where the contact used to work, and sometimes I don't -how do I handle these two situations? Thanks. |
||
|
|
Master |
Regarding moving the Contact, see your other post for a response. Regarding tracking where they used to work, add some kind of prefix to the name. We use "old_" and use the wildcard to find both old and current entries.
So when I search by last name for *Smith, I will see that John Smith works at United Technologies, and old_John old_Smith used to work at IBM. We do this because you can preserve job titles, Notes, etc. from John's old position within the appropriate Company. - R. |
|||
|
| Previous Topic | Next Topic | powered by eve community |
| Please Wait. Your request is being processed... |
|
Maxtalk
Maximizer CRM Software
Maximizer Product Features
Moving Contacts from One Co. to Another
|
CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |

