Version 4 update – fix custom field phone numbers

QuestionsVersion 4 update – fix custom field phone numbers
support Staff asked 4 years ago

After the version 4 update I cannot pull up custom field phone numbers.  Is there an easy fix?

1 Answers
support Staff answered 4 years ago

Go to Utilities / Custom Collector Screen in Collections MAX Admin. For every custom field that is a phone number edit the field and change the TYPE to a phone number. This is new in Version 4. Then exit that and Click Import Accounts / Import using CSV Data File. Now this is the tedious part. At the VERY TOP click Match And Tie / Auto. You will need to do this for each portfolio so select one to begin with. You will see STEP 3. We do not need step 3 so put a checkmark in the bypass duplicate account checkbox and click OK. Then you will see STEP4. THIS IS WHAT WE NEED TO RUN. Click OK. On step 5 just close it out. Repeat the process and the phone search will work for all your custom fields as well as they will all be in the phone log.

Remote options available!Click Here