Companies: branch phones / contacts in addr book

Using Max 8 so not sure if this it totally applicable, but ...

1) In regards to the main phone numbers for each, we use a workaround where we embed that into the label for the mailing address we set up. For example, instead of the Calgary branch address being labelled "Calgary" we would name it "Cal P123.456.7890"

2) When you say you want the "Contacts" box checked by default I assume you mean the "New Contact inherits user-defined field" in the User-Defined field tab? If you do, you check that in the Default Entry and it will then be checked by default whenever you add a new Company. If you meant something else you'll have to be more specific.

3) No FAQ that I'm aware of - you can use the Search function here or go to the FAQ at www.maximizer.com/support

- R.

1. Does this populate the "Phone #1" field? That's my problem. I don't have one physical address with 2 phone numbers, but each office has its own phone number, and I'd like the right "Phone #1" and fax to go with the location.

Assume:
Toronto: 123 McLean Dr, Toronto, 905-123-5555
Calgary: 889873 Stampede Pkwy, Calgary, 403-321-1000

Now, it seems that selecting "Toronto" or "Calgary" changes the street address, city, postal code, etc., but not phone number.

2. I was thinking about the search window, but didn't say so, sorry. But I've already implemented your tip on "default entry," thanks.

2b: New question: is there any way to specify "Today" in date fields? I have a user-defined field for date entered and I'd like it to be automatically populated.

1) Nope, at least not in Max 7

2) Don't know how to do this, at least in Max 7; Maybe it defaults from last Search? Wouldn't be 100% consistent, but may help a bit, and very easy to test

2b) Is this UDF needed? Select an entry, right click and select Properties - Date and Time Created are captured automatically, along with Date/Time Last Modified; Date/Time Last Modified seem to be available as built in search fields although Creation Date isn't - might have to do a custom report

- R.

Well, this is a long time in coming, but the search problem only affects the "companies" search.

I wrote a macro in the (FREE) autohotkey program as follows:

!c::Send !sc!t+{TAB 5}

Now, I hit ALT-C (to the left of the double colons), and my macro hits Alt-s (search menu), C (company), Alt-T (add contacts to the search scope), Shift-Tab 5 times (put the cursor back in the search box).

Rock on!

Thanks for taking the time to post your solution, and thanks also for the pointer to AutoHotkey - it looks like it could be extremely useful.