Opportunities does not link correctly with companies

gspencecrisysNew Member

Using Maximizer 10 Enterprise, windows XP, in a multi-user environment

I have established multiple Opportunities within Maximizer each associated with a different company. However, recently when I select an opportunity for one company and ask Maximizer to refresh the other windows to show this company, I get the wrong company. I get CompanyB. And, I get CompanyB no matter which opportunity I select. Can someone help me un-corrupt my data?
gspence

5/30/086:59 PM

❤️ 0

Original Post

Replies sorted oldest to newest

advocosupportMaximizer CRM Consultants

Good Morning,

Sorry to hear you're having problems. Have you tried the built in 'Address Book Verification' function that can be found in the File menu of the Maximizer Administrator?

6/2/089:53 AM

❤️ 0

dalepNew Member

Hi,

I work with Gene. Thanks for the suggestion; I did that and it made no difference.

Shouldn't/doesn't the Address Book window "follow" the Opportunity window in the same way that Contacts, Notes and User-Defined Fields windows do??

7/21/0811:11 PM

❤️ 0

advocosupportMaximizer CRM Consultants

Yes indeed it should, however if it isn't then its likely you have some kind of data related problem, which is why I suggested the verify and recover.

If that hasn't worked then I would suggest you contact your Maximizer Business Partner for additional support as it is likely to be a data problem that will require a reasonable amount of investigation to resolve.

7/22/089:40 AM

❤️ 0

Skip to main content

Add Reply

Membership Required

Remove From Your Block List

Manage Follow Preferences

Block

Please wait...