How to relate entries

ethosadvisoryNew Member

Greetings!

After creating a new entry, I tried to "relate" to an older entry. Every time I open the new entry and then look for the old entry, one of them disappears.

How do I get both to appear in the "Name" Col so that I can link them as related entries.

Neither shows up in the Recent Entries col. either.

Thanks for helping,

Ray

2/24/097:12 PM

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Original Post

advocosupportMaximizer CRM Consultants

Good Morning Ray,

If you want to use the Maximizer Search Function to build a list of company records by searching for them one at a time you must make sure you have the "Modify Current Entries List" set to "Add Search Results to List" rather than the default which is "Replace current list with search results".

Once you've done that you can just drag the target onto the source and select "Relate Entries".

2/25/099:18 AM

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