Max to Max (8) "Full" Imports - What am I missing!?!

craig777New Member

I have used several CRM's in the past and for whatever reason, I can't figure out Maximizer's importing system. This was extremely easy with ACT. Maybe there is something right in front of me...

Problem: My colleague and I have separate, stand alone versions of Max 8 which we store our sales information.

We would simply like to back up our individual versions on a CD/external drive and then transfer/import our updated information to ensure we both have current records.

I would import her backed up database and vice versa.

I have figured out how to back up contact records only through XML, but what about notes, etc.? We can't figure this out...

Any insights would be much appreciated...

Craig

3/7/067:44 PM

❤️ 0

Original Post

gordNew Member

Look here.

3/8/0612:47 PM

❤️ 0

Add Reply

<ul id="{%=id%}ButtonGroup" class="button-group h-popup-buttons even-button-group even-1">
    <li id="{%=id%}Okay_buttonContainer"><a id="{%=id%}Okay" href="javascript:void(0);" class="button success no-margin-bottom h-alert-modal-ok-button" role="button">OK</a><script type="text/javascript">
        (function() {
            function {%=id%}Okay_click(event, data) {
            {%=id%}Popup.hide();
        }
        
                $('#{%=id%}Okay').on('click', {%=id%}Okay_click);
        })();
    </script></li></ul><a href="javascript:void(0);" class="close-reveal-modal" aria-label="Close Modal">&#215;</a><div class="last-modal-focus focus-utility-element" tabindex="0"></div>
</div>
<script type="text/javascript">
        (function() {
            {%=id%}Popup = new SS.Popup.ModalPopup('{%=id%}');
        })();
    </script>

Skip to main content

Add Reply

Membership Required

Remove From Your Block List

Manage Follow Preferences

Block

Please wait...