I am entering numerous contacts into Maximizer. Many of them work in two companies simultaneously.
How would I know if it's a duplicate contact, so that I don't re-enter the contact name a second time?
Thanks.
Original Post
Replies sorted oldest to newest
Max has automatic duplicate checking and will warn you if you're entering one. Depending on your security levels you will then be able to enter it anyway, merge the new info with the old, etc. To set up your duplicate checking parameters, in Max Admin use File > Preferences > Duplicates.
- R.
- R.
I did this. But whether or not I allowed full or partial match, duplicate names seem to slip by Maximizer. Not sure why.
Hmmm ... time for standard troubleshooting questions now ...
1) What version, have you installed the latest patches?
2) Have you reviewed the Knowledge Base at http://maximizer.com/support/
1) What version, have you installed the latest patches?
2) Have you reviewed the Knowledge Base at http://maximizer.com/support/
Sorry.
It's just not working.
Let me tell you what I'm doing.
Imagine I have a contact called "Hello Dolly" and I want to catch her if I try to enter her in two companies.
So my file preferences in administrator are:
1. check for duplicates when adding address book entries - ticked off.
2. Duplicate check list one - 1st field is fullname/company name.
3. All other field on check list one and check lists two and three say 'none'.
4. 'Allow partial match' is not ticked off.
5. Duplicates may be entered by - none.
6. Then I click on 'apply', then 'okay', then I refresh or close maximizer.
But when I try to enter 'Hello Dolly' at a second company, I am not alerted that a duplicate occurs!
Help, please!
It's just not working.
Let me tell you what I'm doing.
Imagine I have a contact called "Hello Dolly" and I want to catch her if I try to enter her in two companies.
So my file preferences in administrator are:
1. check for duplicates when adding address book entries - ticked off.
2. Duplicate check list one - 1st field is fullname/company name.
3. All other field on check list one and check lists two and three say 'none'.
4. 'Allow partial match' is not ticked off.
5. Duplicates may be entered by - none.
6. Then I click on 'apply', then 'okay', then I refresh or close maximizer.
But when I try to enter 'Hello Dolly' at a second company, I am not alerted that a duplicate occurs!
Help, please!
Ann if you have the option for "Check for duplicates when adding address book entries" unticked then the Maximizer duplicate checking is disabled. You need to have a tick in this option to enable the duplicate checking.
Sorry- just an error in terminology that confused things- let's describe the problem again:
Imagine I have a contact called "Hello Dolly" and I want to catch her if I try to enter her in two companies.
So my file preferences in administrator are:
1. check for duplicates when adding address book entries - ticked on.
2. Duplicate check list one - 1st field is fullname/company name.
3. All other field on check list one and check lists two and three say 'none'.
4. 'Allow partial match' is not ticked .
5. Duplicates may be entered by - none.
6. Then I click on 'apply', then 'okay', then I refresh or close maximizer.
But when I try to enter 'Hello Dolly' at a second company, I am not alerted that a duplicate occurs!
Your help is greatly appreciated!
Imagine I have a contact called "Hello Dolly" and I want to catch her if I try to enter her in two companies.
So my file preferences in administrator are:
1. check for duplicates when adding address book entries - ticked on.
2. Duplicate check list one - 1st field is fullname/company name.
3. All other field on check list one and check lists two and three say 'none'.
4. 'Allow partial match' is not ticked .
5. Duplicates may be entered by - none.
6. Then I click on 'apply', then 'okay', then I refresh or close maximizer.
But when I try to enter 'Hello Dolly' at a second company, I am not alerted that a duplicate occurs!
Your help is greatly appreciated!
>But when I try to enter 'Hello Dolly' at a second company, I am not
>alerted that a duplicate occurs!
I tried your exact scenario and both ME9.5 and Maximizer_9 did identify the second 'Hello Dolly' (at a different company) as a duplicate.
Create a new address book and try your test on that.
>alerted that a duplicate occurs!
I tried your exact scenario and both ME9.5 and Maximizer_9 did identify the second 'Hello Dolly' (at a different company) as a duplicate.
Create a new address book and try your test on that.
Thanks very much!