Maximizer 10- Enturpuneer - Combine contact to new Company

bhNew Member

Using Maximizer 10 CRM. I need to combine a contact that moved to a new company.
When I do this suing the highlight then edit combine OR the drag and drop feature, it goes through the process but THE CONTACT NEVER APEARS into the related contacts list of the company.

This is very important to me as people move a lot.

I need to know if there is a FIX or a work around for this feature that used to work very well in Maximizer 7. ..

Thanks a lot.

7/29/083:04 AM

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gordNew Member

I dunno... it works for me. Perhaps you should ask your Maximizer Business Partner for assistance.

7/31/084:32 PM

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tony5centNew Member

I convert a contact or individual to a company, then drag that company into the other company.

If the contact is already part of a company, you have to right-click on him them "convert to individual" first.

8/1/0810:46 PM

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