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Maxtalk Maximizer CRM Software Maximizer Product Features Unlinking Word merge fields form Maximizer|
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Member |
I am using a Word template for our quotations. This has fields merged with Maximizer so when we open up a new quote it takes the contact details etc directly from Maximizer. What I would like to do, once the quote is complete, is 'de-link' it from Maximizer so that if someone happens to have it open at the same time as another Maximizer entry, it does not change all the information to thatof the highlighted entry.
Does anyone know if this can be done? Thanks |
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Master |
>What I would like to do, once the quote is complete, is 'de-link' it
>from Maximizer Have you tried... [Ctrl-a] to "Select All" ...followed by... [Ctrl-F11] to "Lock Fields" ...? |
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Maximizer Specialist.gif "Picture of CABC Support"){kind=logo} |
Or alternativly have you tried our Mail-Merge software called Max Doc.
Max Doc doesn't use those inconveinant DDE links, for more information on Max Doc try browsing our Website at www.cabc.co.uk Regards Cabc Support support@cabc.co.uk |
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Member |
So easy once you know how!
Thanks! |
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Maxtalk Maximizer CRM Software Maximizer Product Features Unlinking Word merge fields form Maximizer
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