Contact Changes Companies

annpNew Member

My Contact, Jane Doe, moved from Company A to Company B.

I looked up how to record this in Maximizer 9 Help. It is listed under "Copying a Contact to Another Address Book Window."

Basically, Maximizer help advises you to go to the Address Book window, select the Contact you wish to move, and select the Company to which you are copying the Contact.

Then you Combine the selected entries.

This is nice, but:

1. how do you get the contact and company B to appear together in the address book window? The only way I know how to do it is to create a temp. favorites list, which includes the two companies, plus contacts. This is cumbersome.

2. The Help method suggested, by copying the contact, keeps Jane Doe in Company A as well as Company B. So how do we know that she no longer works at Company A?

Many thanks for your input.

7/25/073:24 PM

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goblueNew Member

Ann, I've copied & replied to this in the "Maximizer Product Features" section, where your question belongs. Notice that the 4th thread is "Moving contact to a different company."

This is the "support" section, for when Maximizer is or appears to be malfunctioning or for other technical issues, rather than "how do I" questions.

7/25/073:48 PM

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methuenNew Member

1) Do a lookup for each entry, with the 2nd entry added to the lookup instead of replacing the lookup.

2) If Jane Doe moves to a new company, why would you want to move the historical info that pertains to the old company to the new company? Not understanding the logic behind this request. What we do is (1) keep the old record at the company, and put an x- in front of the name to show their an ex-employee, (2) create a UDF called PrevEmpl which states where Jane previously worked.

Theoretically, this causes duplicate entries for Jane Doe, but not really, as she is a different person for each company she works for.

7/27/073:21 PM

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