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Does anyone know how Max 9 looks up contacts/companies in the address book, when you try to link an email? About 1/3 of my attempts to link go smoothly with no intervention. The other 2/3's require me to first select the company. I can't find one iota of difference between the records/contact names/company names, etc. HELP.
Dan P. Beckner |
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CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |