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1. Convert Individual record - Copy all basic fields and UDFs to Company and Contact records

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   3 comments  ·  Feature Suggestions for Maximizer CRM » Contact Management  ·  Delete…  ·  Admin →
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   Under review  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

   We are considering combining Company and Individual to a new group called Account.

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   Anonymous commented  ·  August 15, 2017  ·  Edit…  ·  Delete…

   Also important for user-defined fields. When an UDF is available for Individual, contact and company, the convert process copy the UDF to the Contact but not to the company.

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   Anonymous supported this idea  ·  August 15, 2017