My mail merge stopped working after I upgraded from Contact Manager 9 to Entrepreneur 10. After I enter the merge fields they do not populate with data. When I go into MS Word some of the fields populate and some don't.
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Fixed my problem. This had to do with user defined fields not coming over correctly during the Version 9 upgrade. The fields came over in a folder called Sales. When I opened the actual sample db provided by Maximizer called Sales none of the merge fields would work. I reported this error to them and they are working on it.
In my case I went into Administrator and created a new folder for all the user defined fields. I went into the existing folder and removed the mandatory flag from any fields. Then I just selected and dragged the fields to the new folder. This resulted in all the data being copied over automatically. I also verified the db but all was fine. I made sure my folder name was the same as I had assigned in my web inquiry form so I could import the MTI files.
Maximizer was working with me on this but I was glad to develop a work-around.
In my case I went into Administrator and created a new folder for all the user defined fields. I went into the existing folder and removed the mandatory flag from any fields. Then I just selected and dragged the fields to the new folder. This resulted in all the data being copied over automatically. I also verified the db but all was fine. I made sure my folder name was the same as I had assigned in my web inquiry form so I could import the MTI files.
Maximizer was working with me on this but I was glad to develop a work-around.
Glad to hear you managed to develop your own workaround.
I suspect that the address book upgrade process from MAX9 to CM10 Entrepreneur has some serious holes in it and this is what is probably accounting for the problem I'm having in not being able to see all the notes for a contact when the filter is set to "ALL".
I suspect that the address book upgrade process from MAX9 to CM10 Entrepreneur has some serious holes in it and this is what is probably accounting for the problem I'm having in not being able to see all the notes for a contact when the filter is set to "ALL".