Please Help. (Individual contacts within company records not exporting) MAX 9

Good Morning,

If you are attempting to export contacts of a company you should first search to retrieve the company, then highlight it and click Search>>Retrieve Contacts this will retrieve all the contacts of a given company. Then you export the records as normal.

Thank you, however..

What I am looking to do is to have every company with in a certain field, and everyone of their contacts export at once.

I'm not looking to manually do this one by one.

I want to narrow my fields down to architects, and designers, and be able to then transfer whatever number of contacts (190 or so in this case) and all of their information.

Surely there is a method?

I don't think Maximizer has the ability to do exactly what you're looking for here. However there are a couple of ways you can get something very similar to it.

First up do a search to get all the company records you want on screen at once. Then click Edit>>Select All, Search>>Retrieve Contacts, Edit>>Invert Selection, Edit>>Make Selected List Current.

This will give you a big list of all contacts from all the companies you just selected.

From here you can either edit the column setup to get the data you want on screen and then (with it all still selected) click the 'Export to Excel' button (if your version has it) or export the data as you normally would.

Actually, your first method worked.

I thought it would only bring over one company at a time, but I was wrong.

Now the tricky part is making sense/cleaning up this mess of a spreadsheet.

Thank you for your help.