import action plan library from one address book to another

ericc2728New Member

Hi Everyone;
Does anyone know if there is a way to copy action plans already in place from one address book to a new one I'm starting? I'm able to copy all my settings and templates between address books except for the action plan library's. Thanks

8/13/0710:16 PM

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advocosupportMaximizer CRM Consultants

Good Morning,

If you start the Maximizer Administrator but don't log into or select any database, go to Utilities>>Backup Address Book, choose the address book you want to copy the Action Plans from and click backup, then scroll down the list until you get to Action Plan Templates, select that and backup the file.

Then restore that file into the other address book, that should have copied all the Action Plan templates over for you.

8/15/0710:00 AM

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