Maximizer Enterprise 5

• Added functionality for field level Read Only security on User Defined Fields.
• Increased the performance of User Defined Field List box load.

• Accessing Preferences.

• Loading the Calendar.

• Loading User Groups and Members.

• Loading places where Users Lists come up.

• Loading the PegBoard

• Loading Free Time

• Connections are not disconnected if you receive a -7 too many connections error. Searches or other functions that create too many connections and the connections are not freed correctly. (6.5)

• Clean up Maxlocks - Trusted connections with ODBC 2.5 or any connection with ODBC 3.7 ramps up the Maxlocks records.

• GPF immediately when attempting a Search that requires multiple connections to the database, beyond what is allocated. GPF after 2 "Not enough connections" messages during a Search. (6.5)

• Address Book list continues to load dupes if you interrupt it by viewing a Phone Log, Activity Log or Refresh.

• Search list continues to load dupes if you interrupt it by viewing a Phone Log, Activity Log or a Refresh.

• Setup did not overwrite an older mxodbc32.dll in the \system directory which would cause Maximizer to give database errors.

• Search - Performance was improved on virtually all types of searching except notes and documents.

• Refresh - Performance was improved for a Refresh of the Address Book.

• Favorites - Performance was improved on loading a favorites list.

• Column Setup - Performance was improved when UDFs existed in custom Column Setups.

• Search - Search for State, City, Zip returns different records when you use All Fields. It is because it did not account for Alternate Addresses.

• Upgrade Maximizer Now was made available in the Help Menu.

• Maximizer ODBC now allows one SQL connection to an ASP.

Maximizer Enterprise 5.0 SQL Service Release 1 Updates.

• Restore - Attempt to restore a version of Maximizer before version 4.0 and the restore will truncate the Notes.

• Opportunity - Opportunity was not deleted when a client was deleted if the client opportunity was created by duplicating another opportunity.

• Last List - If Esc was pressed while loading the Address list, upon re-entering Enterprise, the Load the Last Enterprise session's list would load the whole Address List.

• Duplicate Account Names were allowed for Expenses.

• No Combined_Opp_User_Fields Table was available through Maximizer ODBC Driver.

• UDFs - Could not merge udfs which had an underscore in the title.

• UDFs - Toolbar items for UDFs with an underscore in the title did not work.

• Merging with Word did not work with UDFs containing a space in their title. Does not work in Series 903 if a Udf has an Underscore in the title and another UDF is the same except that it has a space in the title instead of an Underscore.

• Search - Address Range returned incorrect values if you searched for an Address Line 1 range of 10 to 19. It would return any Address that started with 10 to 19 not any Address that was between 10 and 19.

• Search - Number UDF Search failed to find numbers when the numbers had more than 4 decimal places.

• Importing Notes from a MTI File - A problem importing notes from a Maximizer Transfer Interface (MTI) file has been fixed. When importing notes from an MTI file (a comma delimited ASCII file), all words in the notes had the first letter capitalized. The notes will now be imported using the correct capitalization.

• Printing an Executive Report - A problem with the Executive Report associated with Sales Team membership has been fixed. Under certain circumstances, if a team member other than the MASTER user printed an Executive Report, an error message resulted; Error Code 7 or a General Protection Fault error. The Executive Report now prints successfully.

• Multiple Saves in Maximizer Word Processor - A problem saving documents with embedded objects has been fixed. If a document with embedded objects was saved twice in rapid succession, an error sometimes occurred in certain circumstances. Documents of this type are now saved without error.

• Printing an Executive Report as HTML - A problem resulting in blinking tags being set in an Executive Report when printing to an HTML file has been fixed. After printing the report, a portion of the text was displayed as blinking text when viewed with Netscape Navigator (but not Internet Explorer). The report HTML is now correctly displayed in Netscape Navigator.

• Printing Journals with Full Detail - A problem with printing Journal entries using the Full Details option has been fixed. The date and time information would only appear in a Journal Report if "Print list only" was selected. The Full Details option now works correctly.

• Printing Custom Envelopes and Labels - A problem with printing custom envelopes and labels after clearing the list in the Address Book window has been fixed. If you cleared the list in the Address Book window, then chose to print a custom envelope or label, the custom address information was not used. An address from the previous list would be printed. Printing custom envelopes and labels now works correctly.

• Saving an E-mail Message as a Document Using Drag and Drop - A problem with saving a particular type of E-mail message as a document for an Address Book entry has been fixed. If particular E-mail messages with attachments were dragged and dropped to an Address Book entry and saved as a document, a General Protection Fault error may have occurred. This action now works correctly.

• Switching Between Address Book Folders - A problem switching between Address Book folders while running Maximizer Enterprise 5.0 on Windows NT or Windows 95 has been fixed. This problem occurred when selecting the File > Open Address Book Folder command while an existing Address Book folder, the Calendar window and the E-mail window were open. Under these circumstances, this operation produced an error code 3 on the holiday and appointments files. This operation now completes successfully.

• Synchronization Using MDE - A problem with synchronization of Workstations when using Maximizer Data Exchange (MDE) has been fixed. The problem occurred when inserting an Address Book entry with a *Group UDF item attached to the record. Although the entry was synchronized with the SuperPeer database, it was not synchronized with the Workstations. The synchronization now works correctly.

• Saving an E-mail Message with Internet Attachments in the Documents Window - A known problem with saving an E-mail message with an Internet attachment as a document may be fixed by upgrading your E-mail client. The problem exists in viewing these types of attachments in the Documents window and/or with the distortion of the attachment name. This also occurs with only some E-mail clients. You may possibly correct this problem by downloading or purchasing the latest upgrade to your E-mail software. Following is a list of those programs that are known to work properly with Internet file attachments.
  • Outlook 97
  • Outlook 98
  • Eudora Pro v.3.3, v.4.0, v.4.02
  
  Please note that file attachments that have been received from other E-mail clients - not present in this list - may still be viewed from within the Enterprise E-mail Inbox when they are double-clicked.

• MaxAlarm Appointment Locking - A problem with locking appointments when being viewed in MaxAlarm has been fixed.

• MaxAlarm and MaxFinder Transaction File Access - A problem with MaxAlarm and MaxFinder accessing the MaxExchange transaction journalling file has been fixed. The problem occurred when transaction journalling was enabled in Maximizer Enterprise but the transaction file had not yet been created and a user attempted to open an Address Book folder in MaxFinder or MaxAlarm. Transaction journalling now works properly with MaxFinder and MaxAlarm.

• Note Synchronization - A problem with adding a note in MaxFinder and then attempting a synchronization with any of the Personal Digital Assistant (PDA) products has been fixed. Synchronization of notes now works properly using MaxFinder and any of the Personal Digital Assistant products.

• SQL version of Maximizer Enterprise 5.0
• Provided the link between Maximizer Enterprise and Microsoft SQL Server 6.5 and Microsoft SQL Server 7.0

• Enhancements to MaxPort need to be documented: New Support of GoldMine 4.0 Conversion; Version Auto-Detection for all Versions of both GoldMine and ACT! Databases; New Support of More Databases Conversion; and Simplified User Interface and Better Processes.

• Missing F1 help for the World Clock, Add Group, and Related Entry Description dialogs.

• In the What's new in Ent5 help file, the help tour link for Custom Report Building brings the wrong help tour. It brings the More Features help tour (talks about vCard, etc.).

• There is no help file associated with the Alarm pop-up dialog, login, open, snooze, or the Appointment edit dialogs. A message saying "The topic does not exist. Contact your application vendor for an updated Help file. (129)"

• During a group appointment modification, an error code 10 appears.

• After upgrading a trial version, Sales Team functionality is lost.

• Both the Options dialog and the Timer dialog use Help context #131207.

• Created new Help file for MaxFinder.

• Created new Help file for MaxAlarm.

• GPF occurs when attempting to search by typing the Start Date in the Review Step and Work Step dialogs.

• A user without modify rights to documents is able to modify embedded document objects by selecting the OLE verb command, i.e., Bitmap Object > Edit. -When entering a contact for a company by dragging the company to the contact window, the input form for a company comes up.

• Print-merging a template to Winfax 8.0 produces a DDE date syntax error.

• The company name gets replaced by the last name of the contact when adding a contact via drag and drop from a company entry to the contact window when the E-mail window is up.

• The SQL licenses install was checking for a specific 842 version of maxwin.exe and hence it failed to install for the SQL version.

• If the E-Mail/Calendar windows are open you can not open another address book folder without a slew of error messages

• Nothing happens when you click the Options button of MaxFinder.

• Update required for VERSIONINFO of files that are being released in the service release.

• When files are in use, InstallShield's default in use message is activated, which will cause the install to crash if the user choose 'Yes' to overwrite an in use file.

• Viewer.dll was not registered during original 842 release install if Ole32.dll was both out of date and in use. We now register the Max Forms viewer at run time if it failed to register at installation.

• Marketing Library - The Marketing Library is a component of Maximizer Enterprise that allows you to store all of your important documents and other objects such as bitmaps, multi-media files, video files or spreadsheets in a common area where everyone in your company can access them easily. The preview button on the Marketing Library allows you to view what is in a file without opening it in a separate application. Enhancements in the Marketing Library includes access rights that can be set via the Preferences

• Maximizer Enterprise E-mail Window - The new Maximizer Enterprise E-mail window is similar to that of your E-mail Service Provider's application with additional functionality implemented for use with Maximizer Enterprise. From the inbox folder you can simply drag an E-mail message to the Address Book or Contacts windows to automatically create an Address Book folder entry or update an existing entry. Also using drag and drop, you can create hotlist tasks, appointments and documents instantaneously. The left pane of the window is a tree-view of your E-mail folders and the right pane is a display of all messages in the selected folder. The content of the tree-view depends on the E-mail Service Provider you are using. If you are using an Extended MAPI E-mail system, the folder structure is identical to that of your Service Provider's in the Maximizer Enterprise E-mail window, with the exception of the top-level folder which contains all E-mail messages for the selected Address Book entry.

• Custom Report Building - Maximizer Enterprise has integrated into its product one of the most powerful, functionally capable, and user friendly reporting systems available today -- ReportSmith Explorer for Maximizer. This integration provides you the tools you need to create professional, effective reports against the Maximizer Enterprise database. You can even add your own graphic or graphs. Maximizer Enterprise's integration ingenuity, combined with ReportSmith's user interface, brings you the best technology to help you do the best job on your reports.

• Automatic Import of ACT! and Other PIM System Databases - You can import your ACT! contact management data directly into Maximizer Enterprise in a few simple steps. Once you've imported the information into Maximizer Enterprise, it is categorized into three main types: Companies, Individuals and Contacts. These are stored in an Address Book folder. When you are importing data from ACT!, MaxPort, the utility used to import your data, automatically recognizes and maps all fields in Maximizer Enterprise. User-defined fields are also automatically created and mapped. MaxPort supports Goldmine 4.0 data conversion.

• Executive Report - You can now create Executive Reports in Maximizer Enterprise for your opportunity information. This report is based on opportunities that have an expected close date providing you with a summary of your projected sales for all of your sales teams. The report is printed to HTML format, allowing you to drill down through various levels of your sales force structure. It may also be dynamically updated to give you 30 to 120 day sales projections with a simple mouse click.

• Printing Reports to HTML 33 - You can now print your Maximizer Reports to HTML format. You can then post them on the Web for viewing in an Internet browser. The format is great for easy distribution and accessibility.

• Mail-merge Documents as E-mail Message Body Text - You can now send mail-merge documents as read-only body text within an E-mail message. The advantage with this feature is that recipients of the message don't have to open a separate application to view the attachment. It's simple, just follow the instructions in E-mailing Mail-Merge Documents and choose ASCII Text as Body Content as the Print Option.

• E-Commerce - Provides you with several built-in features to help you do business on the Internet. You can build and edit your own Web site with an easy-to-use wizard, visit other sites in the Maximizer BusinessNet Web community, take orders and inquiries by E-mail, and manage order and inquiry information stored in an Address Book folder.

• Opportunities Window Enhancements - Displays a list of your opportunities. If you are the system administrator or the MASTER user, it lists all opportunity entries in the Address Book folder. The Opportunities window is one of the Maximizer Enterprise controlling windows; you can attach notes, documents and user-defined fields to each Opportunities window entry. You may also drag and drop an Opportunities window entry on any of the items in the Actions toolbar to create Hotlist tasks, schedule appointments, make phone calls and send E-mail messages. The contacts you enter in your Strategy Roles are shown in the Opportunities Roles window. These change as you select different opportunities. The Opportunities window also provides you information about all of your sales teams. Note that this information is applicable only if you have Maximizer SalesTeam installed on your computer. This also applies to some of the columns that are displayed in the Opportunity window. For example, if you do not have Maximizer SalesTeam, the Strategy and Team Name column does not appear in the window.

• Maximizer SalesTeam - Maximizer SalesTeam is a module of Maximizer Enterprise that is made up of two components: the Strategy Library and Team Selling. The first, Strategy Library, provides a structure in which you can define and record a selling strategy-a detailed plan defining the factors and procedures that contribute to successfully closing an opportunity. With Maximizer SalesTeam, you can capture the best ideas from your sales force and use this information to create effective sales strategies, to be used concurrently by all of your sales teams. Maximizer SalesTeam also evaluates the probability of your success-using your criteria-and takes the guesswork out of sales forecasting. The second component, Team Selling, allows you to create sales teams to systematically work the opportunities in your pipeline. Information is stored in a central Address Book folder and may be shared by all of your sales force. Using MaxExchange and an electronic mail system or FTP, this includes any remote site. Information is regularly-and automatically-updated. The shared knowledge ensures consistency in the system and keeps everyone current on opportunities involving them. It also helps to coordinate sales activities and promotes team selling. Maximizer Enterprise 5.0 does not allow the user to use the Strategy Library Editor, create/use/transfer Strategies and print/search/graph any Sales Team related information. The Add a Strategy Wizard does not get installed in Maximizer Enterprise 5.0.

• News Agents - The new News Agent feature in Maximizer Enterprise launches your Web browser and goes to the Inquisit Web site where you can seek out key information about any company or subject and have it delivered right to your E-mail inbox. They can then be turned into phone calls, leads, proposals, and leading edge tips. You can follow a company, client, competitor, prospect, stock or trend in the marketplace. Inquisit monitors over 400 publications a day and sorts information through a sophisticated search and indexing engine. News Agents then report back to you at whichever time of the day and as frequently, as you stipulate.

• Maximizer Enterprise World Clock - The World Clock is a new Maximizer Enterprise utility for those who have international dealings of any kind - from the occasional phone call to regular contact with international clients. It displays a number of clocks showing the time in various locations around the world. You choose which locations are shown.

  The World Clock consists of two main areas:

  • A 'Times Around the World' frame, containing six clocks, each of which can be set independently to any time zone in the world.
  • A 'Current Time Zone' frame, containing a map of the world divided into time zones, and an additional clock showing the current time zone. (The longitude of the current time zone is shown as a highlighted area on the map.)

  The World Clock allows you to:

  • View the local time in up to seven locations around the world.
  • View which time zones are currently in day or night

• Automatic Creation of Maps to Client Locations - There are two different tools provided with Maximizer Enterprise that allow you to plan your route to a client's location. The first is accessed through the Draw a Map option on the Web menu. This feature launches your Web browser and goes to a Web site where you can view a map of a selected Company or Individual's location. You can also create a map that shows how to get to, and from, the active Company or Individual's address. This feature is available for United States addresses only. The second is accessed through the AND Route 98 option on the Tools menu. Note that you must first install AND Route 98, provided on the Maximizer Enterprise CD, before this option becomes available. This feature launches an application that takes your present location and the location of your currently selected Address Book entry and in seconds the optimal route will be displayed on your screen. You can then zoom in to get a more detailed look. AND Route also offers you other valuable information such as distance calculations, names and numbers of roads, crossings and exit ramps as well as some geographical information such as altitude levels. This feature is available for the United States, Canada and Mexico.

• Peg Board - This is a new feature that links your appointments in the Maximizer Enterprise Calendar to the Peg Board which keeps track of whether you are in our out of the office or busy with an appointment in the office. You can also control the Peg Board manually, overriding the Calendar integration. The Maximizer Enterprise Peg Board also provides you with details of a user's whereabouts, the status of a user's appointments and the appointment details.

• Calendar Window Enhancements - The Maximizer Enterprise Calendar window enhancements include drag and drop functionality to move or copy (hold Ctrl key down while dragging) appointments. The PegBoard may be linked to the Calendar which automatically knows if you are in or out of the office. Calendar preferences have also been improved to allow you to control which days of the week are shown as work days and what day is shown as the first day of the week in your Calendar. You can now use the Find Free Time functionality to view other user's availability and customize your holiday schedule using the Holiday Editor.

• Related Entries Window - Displays Address Book entries that are linked, or related, to the Company, Individual or Contact that is selected in the Address Book window. You can relate Contacts, Companies and Individuals to any Address Book entry (Companies, Individuals or Contacts). In the Related Entries Properties dialog you can record an on-going description of the relationship. The Related Entries window is one of the Maximizer Enterprise controlling windows; you can attach notes, documents and user-defined fields to each Related Entries window entry. You may also drag and drop an Related Entries window entry on any of the items in the Actions toolbar to create Hotlist tasks, schedule appointments, make phone calls and send E-mail messages.

  Note:

  • You can activate the Related Entry Properties dialog from a shortcut menu while the Related Entries window is active.
  • Once an entry has been related to a Company, an Individual or Contact, you can remove the link by choosing the Unlink Selected Entries command from the Edit menu or the shortcut menu in the Related Entries window.
  • All notes, user-defined fields and documents associated with the related entry are linked to the Company, Individual or Contact entry, once the relationship has been established.

• Maximizer Enterprise Spell Checker - Maximizer Enterprise now includes a Spell Checker utility you may use to check the spelling of Notes, Journal Notes and E-mail messages. It may be accessed from the Notes, Journal Notes and the Compose E-mail dialog boxes.

• Favorite Workspaces - You can now adjust the size and position of your windows in the Maximizer Enterprise workspace and save it as a Favorite Workspace for future use.

• Preferences Enhancements - The Preferences dialog has been updated to include a new HTML and E-mail tab and also additional functionality on the Calendar tab. To access preferences, choose File > Preferences.
  • HTML tab - You may specify how your HTML reports are printed. Available options include setting a background color or image and choosing fonts for text styles.
  • Calendar tab - You may now choose what day is shown as the first day of the week for the monthly and bi-monthly views and those that are work days.
  • E-mail Tab - This tab is where you set your options for composing and viewing E-mail messages in the E-mail window. It includes an AutoSignature feature that allows you to automatically sign all your out-going E-mail messages with specific information such as your name and return E-mail address.

• Other features
  • Maximizer Outlook Calendar Integration
  • Maximizer Form Designer
  • vCard
  • Enhancements in the E-mail window: MIME decoding, new E-mails notification and E-mail background building.
  • Hooks: UDF, Notes, Phone, Events, AB Form
  • Reassignment of Hotlist tasks
  • Opportunities window as a controlling window - notes, documents can be created for all opportunities. Opportunities Roles are displayed in the 'Contacts' window.
  • Folder Password
  • History Notes to keep track of the creation/changes of Opportunities
  • Licensing
  • MaxFinder and MaxAlarm