Exporting Contacts from a filtered Address book in Max10

carewatchNew Member

My Max10 address book has a category field where I denote customers and prospects from each other. This way I can filter on one or the other.

With this filter in place, I can't export all of the contacts from my "customer" subset of the address book.

I want a list of all of the contact records from my "customer" filtered address book. I'm trying to extract the email addresses of these contacts to import into another application.

Am I brain dead? There must be a way.

Thanks for any help.
Bob

7/3/128:23 PM

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carewatchNew Member

Maximizer refuses to answer my question because they don't support Maximizer Release 10.

Does anyone have a consultant that I can purchase a few hours from that can help?

7/6/124:04 PM

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advocosupportMaximizer CRM Consultants

I think this is a training issue. You need to make the list of companies then retrieve the contacts and remove the company records from the list. This will allow you to export the email addresses for all the contacts at companies marked as customers. You can not currently search a field on a client record while retrieving the contacts in one go.

If you wish to purchase a remote training session to help you learn how to do this I would suggest you purchase an incident. Give us a call on +44 0345 2608801

7/17/1212:06 PM

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