Moving contact to a different company

GoBlue, I also work in an industry where contacts can move from one company to another, sometimes several times. If you try to "move" a contact from one company to another it also takes all of their info with them as well as all of the activities associated with them. That creates a problem because all of those activities now are associated with a company they really have nothing to do with. And, could create some confusion for you later on in time. So, new with Max9, you are able to delete the contact from the address book of one company without loosing the information that was assiciated with them for that company. The info is simply re-associated with that company rather than the individual. After deleting the contact from their old employer, just enter them into the address book of their new one. The other "up side" to all of this is that you don't have multiple contacts with the same name in your database, while still maintaining all of the activity information you have aquired for them from the past.

Hope this helps.
npaton.

I thought that Max Enterprise 8 also did this (at least with notes).

But you are right: it's not a huge problem to just delete and re-enter someone.

Found this golden oldie from the esteemed Rooster:

quote:

The best way I can come up with currently is to select the Contact and the new Company, then Combine them. You end up with 2 records - Contact with NewCompany and Contact with OldCompany.

So for the record with OldCompany you have to either delete them or change their name to old_Name or something. For the record with NewCompany you have to manually edit all the Notes, Documents and UDF's that came across.

I think it makes sense to do the manual editing for NewCompany, and I like that the Contact record for OldCompany remains (I'm a bit of a pack rat). But the procedure for Combining is clunky at best. Anyone have any better/easier ways or ideas? I'm also open to comments on the "pack rat" thing or anything else.

TIA - R.

For my purposes, I'll probably do this, but delete the old entry and let its notes get moved to the old company.

quote:

Originally posted by ann p:
My Contact, Jane Doe, moved from Company A to Company B.

I looked up how to record this in Maximizer 9 Help. It is listed under "Copying a Contact to Another Address Book Window."

Basically, Maximizer help advises you to go to the Address Book window, select the Contact you wish to move, and select the Company to which you are copying the Contact.

Then you Combine the selected entries.


This is nice, but:

1. how do you get the contact and company B to appear together in the address book window? The only way I know how to do it is to create a temp. favorites list, which includes the two companies, plus contacts. This is cumbersome.

2. The Help method suggested, by copying the contact, keeps Jane Doe in Company A as well as Company B. So how do we know that she no longer works at Company A?


Many thanks for your input.

1. Don't use the favorites list.
alt/Search/Company and type "Company B"
Then alt/Search/Last name and type "Doe", making sure that "Add to current list" is selected.

2. When she's safely copied to Company B*, select her old "Company A" record and press the "Delete" key on your keyboard. Her notes and stuff will get moved to "Company A" (so you may want to delete them if they're no longer relevant).



*(You can check this: alt/Search/Last name "Doe." It's OK to do "replace list with search results" here. You should see two entries, one with Company A and the other at Company B.)

Alernative answers to the same 2 questions :

1) Select the contact by hilighting them then press Ctl-Spacebar. Do the same with Company B. Select Edit > Make Selected List Current. You will have a list with just the contact and Company B.

2) Find Jane Doe in Company A and change her name to old_Jane old_Doe. You preserve all her info and interaction history, which is very useful if you want to be able to say "Here's what Jane Doe and I discussed during our meeting May 24". You can also do a Search on Firstname = *Jane and Lastname = *Doe and it will show her job history as she's moved from company to company.

- R.