ID #1005

When i am importing accounts into collections max, and i enter all custom fields, the custom window is BLANK after accounts are loaded!!! why is this? i cant get the custom window to show any of the fields i assigned.

Before you import accounts....especially the first time you need to create your custom field labels inside Collections MAX Administrator in Utilities / Custom Collector Screen.  Once those fields have been created you will then be able to see them when mapping into your custom fields from both the Import Mapping Utility in the Administrator and the NEXT time you log into Collections MAX Collector / Professional.

 

Frank

Decca Software Company

 

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