At this time of year most of you will be looking at
sending out some kind of holiday mailing to your customers, Maximizer
offers several tools to do this from the basic functionality of the
Maximizer Editor all the way up to sending fully HTML mailings from the
It is also possible that you will be sending out a
mailing either via an external company or a through a different
application hosted internally.
In whichever case the primary concern is often
how to get the list of people you want to contact in Maximizer.
Generally your search criteria will return you a list of companies but
it is not the company you want to e-mail, in this case its the contacts
of that company.
This months Technical Tip will look at how to
retrieve a list of contacts from a list of companies.
The first step in this process is to use the Maximizer
search tools to build up a list company records in the address book
window, such as the one shown here:
After building the list of company records the process
is simple, just follow the steps as outlined below.
Step 1. Click the Edit Menu and
click on 'Select All'.
Step 2. Click the Search Menu and
click on 'Retrieve Contacts'.
You will now have a mixed list of company and contact
records with all the company records selected. A couple of extra steps
will turn this list into a list of just contacts.
Step 3. Click the Edit Menu and
click on 'Invert Selection'.
Step 4. Click the Edit Menu again
and click on 'Make Selected List Current'.
You will now see only a list of contacts, this list
can then be exported, saved to a favourites list for future use in
campaigns or simply printed.