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Greetings,

I'm currently setting up Maximizer Enterprise 9. I imported all of my contacts from Outlook. I need to convert my individual contacts into company contacts which was very simple for the first individual associated with that company - just used the convert individuals to company command.

I want the rest of the individuals associated with those companies to be company contacts as well. How do I do this? Thanks.

Take care,
Rik
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I would suggest you consider re-importing your Outlook records in two steps to achieve the results it appears your after. That is, first import the companies then the contacts. That way Maximizer will know where to place the contacts. That's assuming you have the company name associated with the contact in Outlook.

Maximizer's KB has a couple of articles for doing such an import. Try there.

Iris

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