My Maximizer 8 has contacts in multiple address lists by state.
Is there a way to get the calendar to display all of my items on the appropriate dates in a single format from all 22 address books I must work from?
SamPeter
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Why have so many Address Books? Why not combine them into one and us Searches on State and any required UDF's to pull out the ones that are applicable for any given task?
We started with 5 Address Books and rolled them into one and have been very glad we did.
- R.
We started with 5 Address Books and rolled them into one and have been very glad we did.
- R.
Because my customers may have their office in one state but operate in many others. I would love to have just one address book.
However, we send many documents that are state-specific and not always applicable to just the state my customer's home office may be.
Thanks,
SP
However, we send many documents that are state-specific and not always applicable to just the state my customer's home office may be.
Thanks,
SP
Hmmm ... your business, but why not have a UDF for "States worked in"? Then if you're sending a document that applies to Arizona you search for all clients where "State worked in" = AZ?
Your call of course ...
- R.
Your call of course ...
- R.
FWIW, I agree with Rooster. As illustrated by your other post, you're not using the product correctly.
That sounds like it would work. How do I set that up?
Thanks
Thanks
SamPeter, you add User Defined Fields and their associated "Items" under File > Set Up User-Defined Fields. There are entries for User-Defined Fields in the Help Index, and there is a chapter in the On-Line Help (PDF document) entitled Set Up User-Defined Fields For The Address Book. These are good places to get started, and there are other resources in the Knowledge Base as well.
If you have specific questions I'm sure we can all help, but UDF's are a core piece of the Max foundation - if you're not aware of how to use them in this context I'd suggest you need to do more background research on Max or hire a consultant to look at your usage overall. No harm no foul, but you get a lot more out of Max if it's structured right from the beginning. And in any case, merging multiple Address Books if you do decide to swtich is not a task for the faint of heart.
- R.
If you have specific questions I'm sure we can all help, but UDF's are a core piece of the Max foundation - if you're not aware of how to use them in this context I'd suggest you need to do more background research on Max or hire a consultant to look at your usage overall. No harm no foul, but you get a lot more out of Max if it's structured right from the beginning. And in any case, merging multiple Address Books if you do decide to swtich is not a task for the faint of heart.
- R.