QuoteWerks Knowledgebase Topic (Article ID 6185)
Maximizer - Linked Document Saved to Wrong Contact
This information applies to :
December 21, 2005
When saving a linked document to Maximizer, the document is attached to the currently open contact and not the contact listed in Sold To/Ship To.
The link to Maximizer does not save based on an Account ID such as with Goldmine and if changing the open contact after bringing in contact information the document is linked to the current contact in Maximizer.
You must either leave the contact being used as the current contact in Maximizer or switch back to the contact under Sold To/Ship To before saving.
©1993-2020 Aspire Technologies, Inc.
407-248-1481 (9am-5pm ET M-F)