Hi,
We're using Max 7 (database is on our server).
We call on a lot of people, and therefore find that we need to delete contacts a fair amount. When these contacts are deleted - in actuality, I move them to another database I've set up so we don't lose the information completely - Maximizer seems to be putting the notes for the contacts into the company folder. This wouldn't be so bad, except it just creates a jumble of notes that give you no idea re: who the contact originally was.
Is there a way to either 1) link the notes with a contact name, even if the contact is no longer in the database, or 2) keep the notes for deleted contacts from being posted to the company folder?
Thanks!
AS
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