Maximizer Enterprise 7

• Access Rights for User-Defined Fields: Previously, under certain circumstances Maximizer users were able to modify user-defined fields when the users' security rights were set to read-only.

• Hotlist Task and Appointment Import from ACT!: Previously, in some circumstances when Calls, Meetings, and To-dos from ACT! were imported into Maximizer Enterprise, the Contact and User association was lost. This issue has been resolved.

• Program Error in Import from GoldMine 3.x: Previously, when importing data from GoldMine 3.x to Maximizer Enterprise, a program error would occur. This issue has been resolved.

• Email Addresses Not Imported from GoldMine 5.x: Previously, in some circumstances, email addresses for some Contacts from the Contact tab in GoldMine were lost when imported to Maximizer Enterprise. This issue has been resolved.

• Basic Field Import from GoldMine 5.x: Previously, when importing data from GoldMine 5.x to Maximizer Enterprise, some of the basic fields, which did not exist in Maximizer Enterprise, were imported as user-defined fields and the values were not matched to the appropriate fields. These basic fields included: Source, Asst., Contact Type, Industry, Interest, Acc. Manager, and Open. This issue has been resolved.

• License Check Stopped Users from Logging In: (This issue applies only to computers that act as IIS servers for Portals) Previously, in some environments, users were unable to login into the Employee Portal even though sufficient licensing had been applied. This issue has been resolved.

• Passwords Saved in ISAPI Log File (This issue applies only to computers that act as IIS servers for Portals): Previously, when the log level for the Maximizer Web Server component, was set to greater than 3, the resulting ISAPI log file could contain passwords displayed in plain text. This issue has been resolved.

• Logins Denied for the Customer Portal (This issue applies only to the Customer Portal on the computer that acts as the Application Server): Previously, the Customer Portal was using the rights granted in the "Partner Portal Administration Users" (P_ADM) security group rather than the "Customer Portal Administration Users" security group (C_ADM) to validate the Customer Portal Administrator login and to determine the visibility of the News Manager, Login Manager, and Discussion Manager main menu options. As a result, users were denied access to Customer Portal's Administrator and an "Unauthorized internal user" message was displayed. This issue has been resolved.

• Email Alerts for the Customer Portal Were Not Delivered (This issue applies only to the Customer Portal on the computer that acts as the Application Server): Previously, in the Customer Portal, after an administrator added a news story and elected to send an email alert, not all email recipients that should have received the alert were receiving it. The problem occurred due to the server running out of database resources to perform the query. This issue has been resolved.

• Email Alerts for the Partner Portal Were Not Delivered (This issue applies only to the Partner Portal on the computer that acts as the Application Server): Previously, in the Partner Portal, after an administrator added a news story and elected to send an email alert, not all email recipients that should have received the alert were receiving it. The problem occurred due to the server running out of database resources to perform the query. This issue has been resolved.

• Some Tasks and Appointments Not Visible in Hotlist Window: Previously, selecting and deselecting the "Carry forward unfinished tasks" option for the Hotlist in the Preferences > Calendar/Hotlist tab would cause problems with the Hotlist filter, resulting in some tasks and appointments not to be displayed in the Hotlist window. This issue has been resolved.

• User-Defined Field Search: Previously, when searching Address Books that contain a large number of table user-defined fields, User IDs were displayed as selection criteria, rather than the matching user-defined field items. This issue has been resolved.

• Maximizer User Access Rights: Previously, when changing logins from a user with access rights to a particular Maximizer window to a user without rights to this window, an "insufficient rights" message was displayed. This issue has been resolved. The message is no longer displayed and the corresponding window tab is not visible to the user with insufficient access rights.

• MTI Empty String Value: Previously, when importing data using MTI (Maximizer Transfer Interface), alphanumeric user-defined fields with null values appeared blank. The proper behavior is for these fields to be ignored. This issue has been resolved.

• Company Name Change: Previously, when a Company and the associated Contact entry were opened consecutively using the Enter key under specific circumstances, the Company name may have been changed. This issue has been resolved.

• Some Email Messages Not Visible in the Inbox: Previously, in some cases when a user's mailbox was on a Microsoft Exchange Server, not all messages were visible in the Inbox of Maximizer's email window. This issue has been resolved.

• Slow Opening of the Email Window: Previously, if a user's mailbox was on a Microsoft Exchange Server and a large number of items were contained in the server's Public Folders, opening the Email window in Maximizer would require a long time. This issue has been resolved. By applying this service release, the Public Folders on the Microsoft Exchange Server will no longer be visible.

• Default Entry Does Not Retain Security Group: Previously, if the Owner field for the Default entry was a security group, when a new record was created it was saved with the user ID of the logged-in user as the Owner, not the security group. This issue has been resolved.

• Global Edit Does Not Work with Default Entries: Previously, performing a Global Edit on users' default entries did not edit the default entries. This issue has been resolved.

• Saved Email with Attachment Not Forwarded: Previously, email with an attachment stored in Maximizer's Documents tab did not get sent when forwarded. This issue has been resolved.

• Changing Email Folders Causes Program Error

• Previously, if a user's mailbox was on a Microsoft Exchange Server, and the user opened and closed an email message using the email service provider's editor, navigated to different folder, and then continued to open and close email messages, a program error occurred. This issue has been resolved.

• Error Linking to Maximizer through ODBC Using Microsoft Access: Previously, using the Maximizer ODBC driver to link to Maximizer tables in Microsoft Access, Access reported an Invalid Argument error and would not link the tables. The problem appeared on machines where Windows Update had recently updated the msjet40.dll file with a newer version. This issue has been resolved. Now, during linking to external data source in Microsoft Access, the user has to specify a unique index (combination of fields) for each linked table in order for that table to be updateable. This does not apply to tables that are read-only by design -- they will remain read-only.

• MTI Imported Records Not Set to Public by Default

• Previously, when logged in as a user other than MASTER, imported records were set as Private to a user when an owner was not specified, rather than being set to Public. This issue has been resolved.

• MTI Imported Records Not Set to Specified Owner: Previously, when importing Address Book entries using MTI, the specified record owner was ignored and records were imported as Public. This issue has been resolved.

• Some Email messages not visible in the Inbox: In some cases when a user's mailbox was on a Microsoft Exchange Server, not all messages were visible in the Inbox of Maximizer's email window. This issue has been resolved.

• Slow opening of the Email window: If a user's mailbox was on a Microsoft Exchange Server and a large number of items were contained in the server's Public Folders, opening the Email window in Maximizer would require a long time. This issue has been resolved. By applying this hot fix, the Public Folders on the Microsoft Exchange Server will no longer be visible.

• Some Tasks and Appointments Not Visible in Hotlist Window: Selecting and deselecting the "Carry forward unfinished tasks" option for the Hotlist in the Preferences >Calendar/Hotlist tab would cause problems with the Hotlist filter, resulting in some tasks and appointments not to be displayed in the Hotlist window.
• Company Name Change: When a Company and the associated Contact entry were opened consecutively using the Enter key under specific circumstances, the Company name may have been changed.

• Some Tasks and Appointments Not Visible in Hotlist Window: Previously, selecting and deselecting the "Carry forward unfinished tasks" option for the Hotlist in the Preferences >Calendar/Hotlist tab would cause problems with the Hotlist filter, resulting in some tasks and appointments not to be displayed in the Hotlist window.
• User-Defined Field Search: Previously, when searching Address Books that contain a large number of user-defined fields for table-type user-defined fields, User IDs were displayed as selection criteria (table field values for search), rather than the matching user-defined field items.
• Maximizer User Access Rights: Previously, when changing logins from a user with access rights to a particular Maximizer window to a user without rights to this window, an "insufficient rights" message was displayed. This issue has been resolved. The message is no longer displayed and the corresponding window tab is not visible to the user with insufficient access rights.
• MTI Empty String Value: Previously, when importing data using MTI (Maximizer Transfer Interface), alphanumeric user-defined fields with null values appeared blank. The proper behavior is for these fields to be ignored.
• Company Name Change: Previously, when a Company and the associated Contact entry were opened consecutively using the Enter key under specific circumstances, the Company name may have been changed.

• Some Tasks and Appointments Not Visible in Hotlist Window: Previously, selecting and deselecting the "Carry forward unfinished tasks" option for the Hotlist in the Preferences >Calendar/Hotlist tab would cause problems with the Hotlist filter, resulting in some tasks and appointments not to be displayed in the Hotlist window.
• User-Defined Field Search: Previously, when searching Address Books that contain a large number of user-defined fields for table-type user-defined fields, User IDs were displayed as selection criteria (table field values for search), rather than the matching user-defined field items.
• Maximizer User Access Rights: Previously, when changing logins from a user with access rights to a particular Maximizer window to a user without rights to this window, an "insufficient rights" message was displayed. This issue has been resolved. The message is no longer displayed and the corresponding window tab is not visible to the user with insufficient access rights.
• MTI Empty String Value: Previously, when importing data using MTI (Maximizer Transfer Interface), alphanumeric user-defined fields with null values appeared blank. The proper behavior is for these fields to be ignored.
• Company Name Change: Previously, when a Company and the associated Contact entry were opened consecutively using the Enter key under specific circumstances, the Company name may have been changed.

• Email alerts for Partner Portal were not delivered: In the Partner Portal, after an administrator added a news story and elected to send an email alert, not all email recipients that should have received the alert were receiving it. The problem occurred due to the server running out of database resources to perform the query.

• Logins denied for the Customer Portal: Previously, the Customer Portal was using the rights granted in the "Partner Portal Administration Users" (P_ADM) security group rather than the "Customer Portal Administration Users" security group (C_ADM) to validate the Customer Portal Administrator login and to determine the visibility of the News Manager, Login Manager, and Discussion Manager main menu options. As a result, users were denied access to Customer Portal's Administrator; an "Unauthorized internal user" message was displayed.
• Email alerts for Customer Portal were not delivered: In the Customer Portal, after an administrator added a news story and elected to send an email alert, not all email recipients that should have received the alert were receiving it. The problem occurred due to the server running out of database resources to perform the query.

• License check stopped users from logging in: In some environments, users were unable to login into Employee Portal even though sufficient licensing had been applied.
• Passwords saved in ISAPI log file: When the log level for the Maximizer Web Server component (Log Level on the Local Server tab of the Portal Preferences-- File > Portals) was set to greater than 3, the resulting ISAPI log file could contain passwords displayed in plain text.

• Hotlist Task and Appointment Import from ACT!: Previously, in some circumstances when Calls, Meetings, and To-dos from ACT! were imported into Maximizer Enterprise, the Contact and User association was lost.
• Program Error in Import from GoldMine 3.x: Previously, when importing data from GoldMine 3.x to Maximizer Enterprise, a program error would occur.
• Email Addresses Not Imported from GoldMine 5.x: Previously, in some circumstances, email addresses for some Contacts from the Contact tab in GoldMine were lost when imported to Maximizer Enterprise.
• Basic Field Import from GoldMine 5.x: Previously, when importing data from GoldMine 5.x to Maximizer Enterprise, some of the basic fields, which did not exist in Maximizer Enterprise, were imported as user-defined fields and the values were not matched to the appropriate fields. These basic fields included: Source, Asst., Contact Type, Industry, Interest, Acc. Manager, and Open.

• Notes owned by a group are now returned in a note search

• The wildcard search character for opportunities is now * for SQL users; a % character was used previously.

MaAccess incorrect transactions:

• Updates for Hotlist tasks' date/time fields are now sent to MaxExchange Remotes with correct values.

• Modifications for Address Book entries originally created on a MaxExchange Remote are now distributed to this remote properly.

• MaAccess no longer creates a single transaction for date and time changes; this caused synchronization problems.

Address Book macro

• Running a specific type of macro on the fastest playback method no longer creates an Address Book entry duplication issue.

Campaign records in Opportunity Executive report

• Campaign records no longer incorrectly appear in the Opportunity Executive report.

MTI Access Violation

• Updating an Address Book using MTI no longer fails to update certain record types and does not create an access violation message.

Related Entries

• An issue with the display of the Relationship Type column no longer occurs when viewing related entries for a Contact.

• Inserting a new record into the Related Entries table using the Maximizer ODBC driver no longer causes a duplicate index error.

Email, Opportunity, and Calendar windows GUI

• When the "Show Address Book Entry" option is selected, the most recently entered email recipient is no longer displayed in this column.

• Text is no longer truncated when a column is not wide enough; text is now wrapped.

• Viewing appointments and tasks for the current Address Book entry now displays other users' appointments and tasks.

vCard website value

• When importing a vCard into Maximizer, the website field is now imported.

• Additionally, when a vCard is included with a Maximizer email, the vCard website value is no longer blank.

Email reminder message causes incorrect attendees list

• An issue with users being incorrectly listed as appointment attendees when an email reminder was created has been resolved.

Invalid Email Addresses for campaigns

• Invalid email addresses no longer cause a campaign to not be completed.

Position value lost after converting to Individual

• The Position field is no longer lost when a Contact is converted to an Individual

Security Groups and Teams dialog box

• When adding a member in the Teams tab, the member's name is no longer displayed as a blank in an opportunity's Assign Team dialog box

Novell GroupWise

• Email body text is no longer missing when using Novell GroupWise as an email client.

• Email attachments may now be sent when using Novell GroupWise and extended MAPI.

• Viewing document results in a MaxExchange packet - Previously, when any OLE document was opened, it would result in a MaxExchange transaction. Even when the OLE document was only viewed, the entire document would be synchronized. This issue has been resolved for Excel and JPG documents. The fix is that the user is prompted to determine if any changes were made. This fix is for the document and Marketing Library windows.

• An issue related to MaxExchange synchronization causing incorrect opportunity completion reasons is now resolved.

MaxExchange error-related issues

• Improvements were made to MaxExchange to handle memory and other environmental issues.

• An error for a benign issue is no longer written to the SPMDlog.txt.

Refresh issues

• Opportunity objective values not being refreshed on the MaxExchange Server are now included in a refresh

• An issue with the "Perform Site Maintenance on Refresh" option no longer causes a distribution error.

Outlook Express

• MaxExchange now supports non 7-bit email transport packets to support the use of Outlook Express.

DRB file issues

• Removing or adding elements such as partners from an opportunity no longer causes incorrect distribution information in the DRB file.

• Incorrect site records are no longer added to the DRB file when using an N-tier environment.

• An issue related to synchronizing opportunities causing failed validation in the MaxExchange Server DRB file is resolved.

Synchronization issues

• An issue with an opportunity being flagged as "updated" rather than "new" when synchronized by a MaxExchange Remote is resolved.

• Under rare and specific conditions, an issue with synchronizing opportunity roles is resolved.

• An issue related to synchronizing security groups with more than 90 users is resolved.

• An issue related to synchronizing notes exceeding 8,000 characters for SQL users is resolved

General GUI issues

• It is now possible to choose an Address Book from a Global or Local list in MaxExchange.

• An issue related to a long distance prefix value being deleted after an area code change in Preferences is resolved.

• An issue related to a primary or alternate suffix being deleted after a change in Preferences by a MaxExchange Remote is resolved.

• An issue related to a Hang-up value being deleted after a change in Preferences by a MaxExchange Remote is resolved.

MaxExchange Site Manager (Administrator utility) issues

• An issue related to the Apply button being enabled after changes were saved is resolved.

• Deleting Distribution Groups on a MaxExchange Remote no longer causes Address Book entries to be deleted on other remotes.

• It is now possible to add a new MaxExchange Remote to a MaxExchange Remote Server without specifying the transport method.

• An issue related to the most recently added Distribution Site being deleted is resolved.

• An issue related to a Distribution Summary report error and unmarked Address Book entries being incremented by 1 is resolved.

• An issue related to removing and then adding a Distribution Site in an N-tier environment is resolved.

• When opening the site manager on a MaxExchange Remote, two login dialog boxes no longer appear.

• An issue with a MIA (missing packet in action) message causing an error after the "Save to Disk" option was set has been resolved.

• A dialog box has been added displaying the current number of active Distribution Sites.

• A General Protection Fault error no longer occurs when reviewing the properties of a team member in MaxExchange Remote Server

• Performing a backup and restore for an Address Book containing a password and then opening the Groups tab no longer causes an error

Address Book Maintenance issues

• A packet is no longer created when performing Address Book maintenance if there are no changes in the DRB file.

• A distribution error no longer occurs when performing Address Book maintenance in an N-tier environment.

• A log file error no longer occurs when performing Address Book maintenance while the "Verify Distribution Information"option is enabled.

• An issue related to the "Address Book Diagnostic" operation under rare and specific circumstances is resolved.

• An issue related to the "Address Book Diagnostic" operation not repairing Address Book distribution errors is resolved.

• An issue related to an Address Book entry being removed from a Distribution Group for parent server in an N-tier environment is resolved.

MaxExchange Remote Server issues

• An issue related to the SPDM application not being released after closed and therefore continuing to run in the background is resolved.

• An issue related to MaxExchange Remote Server having to be restarted before picking up subsequent refresh packets is resolved.

• An issue related to the creation of a Company Library being incorrectly synchronized back to the MaxExchange Server is resolved.

• Incorrect MaxExhange Server IP address changes no longer occur in an N-tier environment with 3 or more remote servers.

• An issue related to MaxExchange Remote Server copying packets to an incorrect folder through network direct transport is resolved.

• Issues with MaxExchange Remote Servers performing a full or system refresh no longer exist.

MaxExchange Distribution Groups

• An issue related to removing Distribution Groups from an Address Book entry in an N-tier environment is resolved

• Notes owned by a group are now returned in a note search.

• The wildcard search character for opportunities is now * for SQL users; a % character was used previously.

MaAccess incorrect transactions:

• Updates for Hotlist tasks' date/time fields are now sent to MaxExchange Remotes with correct values.

• Modifications for Address Book entries originally created on a MaxExchange Remote are now distributed to this remote properly.

• MaAccess no longer creates a single transaction for date and time changes; this caused synchronization problems.

Address Book macro

• Running a specific type of macro on the fastest playback method no longer creates an Address Book entry duplication issue.

Campaign records in Opportunity Executive report

• Campaign records no longer incorrectly appear in the Opportunity Executive report.

MTI Access Violation

• Updating an Address Book using MTI no longer fails to update certain record types and does not create an access violation message.

Related Entries

• An issue with the display of the Relationship Type column no longer occurs when viewing related entries for a Contact.

• Inserting a new record into the Related Entries table using the Maximizer ODBC driver no longer causes a duplicate index error.

Email, Opportunity, and Calendar windows GUI

• When the "Show Address Book Entry" option is selected, the most recently entered email recipient is no longer displayed in this column.

• Text is no longer truncated when a column is not wide enough; text is now wrapped.

• Viewing appointments and tasks for the current Address Book entry now displays other users' appointments and tasks

vCard website value

• When importing a vCard into Maximizer, the website field is now imported.

• Additionally, when a vCard is included with a Maximizer email, the vCard website value is no longer blank.

Email reminder message causes incorrect attendees list

• An issue with users being incorrectly listed as appointment attendees when an email reminder was created has been resolved.

Invalid Email Addresses for campaigns

• Invalid email addresses no longer cause a campaign to not be completed.

Position value lost after converting to Individual

• The Position field is no longer lost when a Contact is converted to an Individual.

Security Groups and Teams dialog box

• When adding a member in the Teams tab, the member's name is no longer displayed as a blank in an opportunity's Assign Team dialog box

Novell GroupWise

• Email body text is no longer missing when using Novell GroupWise as an email client.

• Email attachments may now be sent when using Novell GroupWise and extended MAPI.

• An issue with a One to One Designer update causing a transaction update for all fields when a single field was changed has been resolved.

• An issue related to MaxExchange synchronization causing incorrect opportunity completion reasons is now resolved.

MaxExchange error-related issues

• Improvements were made to MaxExchange to handle memory and other environmental issues.

• An error for a benign issue is no longer written to the SPMDlog.txt.

Refresh issues

• Opportunity objective values not being refreshed on the MaxExchange Server are now included in a refresh.

• An issue with the "Perform Site Maintenance on Refresh" option no longer causes a distribution error.

Outlook Express

• MaxExchange now supports non 7-bit email transport packets to support the use of Outlook Express

DRB file issues

• Removing or adding elements such as partners from an opportunity no longer causes incorrect distribution information in the DRB file.

• Incorrect site records are no longer added to the DRB file when using an N-tier environment.

• An issue related to synchronizing opportunities causing failed validation in the MaxExchange Server DRB file is resolved.

Synchronization issues

• An issue with an opportunity being flagged as "updated" rather than "new" when synchronized by a MaxExchange Remote is resolved

• Under rare and specific conditions, an issue with synchronizing opportunity roles is resolved.

• An issue related to synchronizing security groups with more than 90 users is resolved.

• An issue related to synchronizing notes exceeding 8,000 characters for SQL users is resolved

General GUI issues

• It is now possible to choose an Address Book from a Global or Local list in MaxExchange.

• An issue related to a long distance prefix value being deleted after an area code change in Preferences is resolved.

• An issue related to a primary or alternate suffix being deleted after a change in Preferences by a MaxExchange Remote is resolved.

• An issue related to a Hang-up value being deleted after a change in Preferences by a MaxExchange Remote is resolved.

MaxExchange Site Manager (Administrator utility) issues

• An issue related to the Apply button being enabled after changes were saved is resolved.

• Deleting Distribution Groups on a MaxExchange Remote no longer causes Address Book entries to be deleted on other remotes.

• An issue related to a primary or alternate suffix being deleted after a change in Preferences by a MaxExchange Remote is resolved.

• It is now possible to add a new MaxExchange Remote to a MaxExchange Remote Server without specifying the transport method.

• An issue related to the most recently added Distribution Site being deleted is resolved

• An issue related to a Distribution Summary report error and unmarked Address Book entries being incremented by 1 is resolved.

• An issue related to removing and then adding a Distribution Site in an N-tier environment is resolved.

• When opening the site manager on a MaxExchange Remote, two login dialog boxes no longer appear

• An issue with a MIA (missing packet in action) message causing an error after the "Save to Disk" option was set has been resolved

• A dialog box has been added displaying the current number of active Distribution Sites.

• A General Protection Fault error no longer occurs when reviewing the properties of a team member in MaxExchange Remote Server

• Performing a backup and restore for an Address Book containing a password and then opening the Groups tab no longer causes an error.

Address Book Maintenance issues

• A packet is no longer created when performing Address Book maintenance if there are no changes in the DRB file.

• A distribution error no longer occurs when performing Address Book maintenance in an N-tier environment.

• A log file error no longer occurs when performing Address Book maintenance while the "Verify Distribution Information"option is enabled.

• An issue related to the "Address Book Diagnostic" operation under rare and specific circumstances is resolved.

• An issue related to the "Address Book Diagnostic" operation not repairing Address Book distribution errors is resolved.

• An issue related to an Address Book entry being removed from a Distribution Group for parent server in an N-tier environment is resolved.

MaxExchange Remote Server issues

• An issue related to the SPDM application not being released after closed and therefore continuing to run in the background is resolved.

• An issue related to MaxExchange Remote Server having to be restarted before picking up subsequent refresh packets is resolved

• An issue related to the creation of a Company Library being incorrectly synchronized back to the MaxExchange Server is resolved.

• Incorrect MaxExhange Server IP address changes no longer occur in an N-tier environment with 3 or more remote servers.

• An issue related to MaxExchange Remote Server copying packets to an incorrect folder through network direct transport is resolved.

• Issues with MaxExchange Remote Servers performing a full or system refresh no longer exist.

MaxExchange Distribution Groups

• An issue related to removing Distribution Groups from an Address Book entry in an N-tier environment is resolved.

• Track and resolve customer service incidents in the new Customer Service & Support Module

• Improve customer service with integrated business processes

• Share product and support information, create and publish documents in a searchable Knowledge Base

• Reduce help wait times by enabling partners and customers to help themselves in the Knowledge Base, accessible through the Partner and Customer Web Portals

• Save time with online customer and partner self-service access to incident status

Improved from Maximizer Enterprise 7:

• Send emails faster in the Marketing Campaign Manager

• Test email campaigns before sending them

• Monitor your email campaigns with improved summary statistics

• Improved collaboration and time management

• Improved email interface

• Industry-specific sample data to help you get started

Marketing Campaign Manager
Maximizer Enterprise now integrates marketing tools with its traditional sales and contact management module to enable marketing departments to execute cost-effective email and direct mail campaigns that deliver more qualified sales opportunities.

• Generate more leads per dollar
  Save time and money with direct email campaigns that ensure a high response rate with high-impact HTML email messages. Maintain top-of-mind presence with customers and prospects through ongoing, campaigns and newsletters.

• Increase repeat business
  Create, execute, and manage personalized email and direct mail campaigns that touch the customer multiple times. Set target profiles according to product interest, geography, or any other user-defined criteria, and create the right offer for the right customer or prospect.

• Track responses and ROI
  Track lead sources and web responses through automatic creation of User-Defined Fields and Notes in the customer record so you know which campaigns are working.

Customer Service & Support Module
Increase efficiency, improve customer satisfaction - The new Customer Service & Support module enables you to streamline your operations, improve customer satisfaction, and retain customers for life.

• Manage and resolve service incidents
  Effectively manage workflow, track and respond to service inquiries, and escalate to the appropriate expert in the company.

• Resolve issues faster with the Knowledge Base and Online Customer Self-Service
  Arm your staff with updated information to answer your customer's questions, or enable them to help themselves. Online customer self-service gives customers and partners access to the Knowledge Base and their own customer service cases. Share information by enabling technical representatives to create and publish their own articles for internal or external viewing.

• Track Customer Service Levels
  Ensure service level agreements (SLAs) are renewed by tracking each customer's entitled service level and contract expiry date.

• Cultivate long-term, profitable customer relationships
  Share all customer information and interaction history across all departments, including sales and customer service to provide consistent service.

Improved Palm synchronization

• Maximizer Link gives your mobile sales force the power of Maximizer in the palm of their hand by taking important customer information on the road

• Transfer information from Maximizer Enterprise to a Palm OS device, then update it and synchronize with information back at the office

• Improved synchronization and set-up

Improved remote synchronization

• MaxExchange for staff in remote offices enables users to work from a single database that is automatically regularly synchronized to keep everyone up to date

• Data transfer via WAN, email, or FTP with automatic error correction

• Improved interface synchronization, integrity and stability in transferring data

Employee Portal

• Carry out everyday tasks, from wherever you are, with any computer with the web-based version of Maximizer Enterprise

• Access and update customer information and calendar appointments

• Check Hotlist tasks and act on new Opportunities

• Access the customized Intranet for inter-departmental sharing of information

• Access Key Indicator reports and charts for real-time sales status updates

• View documents and collateral in the Company Library while away from the office

• Built-in advanced user authentication and group security

Partner Portal

• Quickly and easily distribute sales opportunities to resellers and partners worldwide

• View status and feedback on sales opportunities, forecast sales revenue

• Enable Partners to create and access their own customer service cases

• See Knowledge Base articles specific to Partner security level

Customer Portal

• Save time with online customer service options to create and access their own customer service incidents, or solve their own issues with Knowledge Base articles

• Create a personalized experience on your website by enabling customers to update their client records and check order status of online purchases

• Enable Partners to create and access their own customer service cases

• Track customer contact at the website by automatically adding Notes and flagging important leads for follow-up

eStore Module
Integrate your web front with your CRM solution to automate online purchases with the eStore module.

• Increase revenues
  Make more time for sales people to focus on selling complex products and acquiring new customers by automating purchases of small products and sales with repeat customers.

• Easy for you and your customers Drive more traffic to your online store with ecoupons and special announcements in your email campaigns. Then process credit card transactions through several payment gateways that include fraud protection for your security and SSL-encryption for your customers'security.

• Send emails up to five times faster

• Test email campaigns to yourself or other users to ensure proper merge fields and content before sending them to your list

• Monitor your email campaigns with improved summary statistics

Improved collaboration and time management

• Ensure the right person is assigned a task during the sales cycle with one-click task re-assignment to team members

• Assign read or modify rights to calendars and Hotlists for team members

• Easily set-up group meetings with other users, verify their attendance and send email reminders

Improved email interface

• Updated email interface, familiar Outlook look and feel, including new icons for importance level and follow-up status

Industry-specific sample data to help you get started

• Install sample Address Books, including helpful user-defined fields for Financial, Real Estate, Legal, High-Tech, and Home Office users

Better Customer Data

• Ensure a clean and accurate customer database with duplicate record checking of new entries

• Collect accurate and complete information with mandatory fields

• Prevent unrestricted changes with an additional security layer for optional read-only views

Tighter integration with Microsoft Outlook

• Make it easy for staff with simple, interchangeable use of Outlook and Maximizer Enterprise for email and calendars

• View all Outlook email in Maximizer Enterprise, automatically match to the customer record in your database and save relevant messages to keep information in one place

• Access Outlook contacts from Maximizer Enterprise email

Improved MaxExchange Synchronization

• Save time and increase user efficiency with easier to use interface

• Improved synchronization efficiency and data integrity

• Better connection and reduced overall synchronization times

Improved Installation and Administration

• Save time with rapid installation, set-up, and configuration

• Know which of your computers are running which version of Maximizer Enterprise with new workstation installation reports

• Now supports all versions of Windows, including 2000, ME, and XP

Extended Reporting

• Easily access over 150 pre-formatted reports and graphs to analyze revenue forecasts, sales pipeline analyses, customer profiles, account activities, and customer service incidents

• New Key Indicator graphs in the web-based Employee Portal for management-level decision-making

Improved Maximizer Link for Palm OS devices

• Rapid synchronization through HotSync combines information with Phone List, Date Book, To Do's, custom fields, and Memo Pad

• Now supports Handspring devices

Faster Database

• Save time through quicker access to customer information, Favorite Lists, custom views

• Faster retrieval of Opportunities

• Faster searching through all fields

Easier Navigation

• Navigate the software faster with more convenient menu items and a third layout style with a familiar Outlook feel

• New icons to show whether a record is a Company, Contact, or Individual at first glance

• Improved interface layout and fully customizable views

More Integration capabilities

• Direct XML import/export enables the integration of customer information into any of your other XML compliant applications

• Prevent unauthorized accesses with improved security controls

• Conversion of Favorite List - Previously, when converting from an earlier version of Maximizer to Maximizer Enterprise 7 SQL, the favorite list was not converted. This issue is resolved in Service Release 2.

• Note Caption Displayed Wrong Contact for Note - Previously, in cases where the Show All option (located on the Notes window's view bar) was used, the correct associated Address Book entry of the note may not have appeared in the dialog box caption. This issue is resolved.

• User Access Rights Change During Conversion - Previously, after converting a Maximizer Enterprise 2000 v5.5 Address Book to Maximizer Enterprise 7, all users, which previously did not have full User field (user-defined field) setup rights in the File > Users > Properties > Security tab, would have full User field setup rights. This issue is resolved.

• French Regional Settings Support - Previously, decimal places were truncated (4.33 became 4.00 on save). This issue affected Numeric User-Defined fields, preferences for envelopes, labels, and reports. This issue is resolved.

• Email Support - Fixes and enhancements were made to the email portion of Maximizer Enterprise. These include:
  • Previously, when using the Maximizer email window, creating a new email would cause the entire list to be refreshed. Depending on the number of emails in the list, this would be a time consuming process.
  • Changes were made to bypass the Outlook Security Patch warning.
  • Improvements were made for support of email clients connecting to Microsoft Exchange.

• General corrections - Additional changes were made to correct the following groups of issues:
  • GUI corrections including mnemonic and spelling.
  • "View all Companies and Individuals" option returned to Address Book list dialog (Pervasive version only).
  • Corrected issue with importing large ACT! database.
  • Previously, when previewing a report, pressing any button would cause it to reprocess the whole report.

• Speed Improvements to SQL Suites - Speed improvements were made to:
  • General Searching
  • Refresh window when changing Column Setup
  • Hotlist Window Startup
  • Notes following window
  • Startup
  • User-Defined Fields following window
  • Optimize CSV import
  • Most of the reports

• Improvements/Enhancements to all Suites
  • Favorite List dialog: default selected startup list.
  • Speed improvements to loading of emails into the Email window by providing the option to not show the Address Book Entry column.
  • Global Edit dialog now allows insertion of Customer Service Notes.
  • Reassign Hotlist task functionality is now in the Hotlist dialog box.

• Miscellaneous Stored Procedures for eCRM - When this service release is applied to the eCRM suite, the Createsps_misc script is not updated. The script must be run in the SQL Server Query Analyzer on the SQL server.

• Upgrading the Java Web Applications for eCRM - If you already have the Java Web Applications for eCRM installed (you are upgrading or reinstalling Maximizer), you may wish to re-deploy these web applications. It is not mandatory that you re-deploy as the changes affect only minor enhancements to some of the order processing GUI. Some types of servlet engines allow immediate re-deployment, however, in most situations you must remove the existing application and then re-deploy it.

• TCP Port Number Change for eCRM - To change the TCP Port for the Default Web Site in IIS, you must manually set a new registry key.

• Sample Database EMAIL User for CRM (Pervasive) - The EMAIL user used for the Maximizer Email Service is not created for the sample databases. In order for the service to run for the sample databases, you must copy the Email

  UserID and Password section of the Mxzdir.cfg file from a new database to the shared Mxzdir.cfg files for the samples databases.

• MaxExchange Server Enhancements:
  • MaxExchange Server now has a locking mechanism in place that occurs when the application is unable to perform an operation due to simultaneous access by another process. You are prompted with a message allowing you to reinitiate the process or cancel the operation.
  • A new Sites tab in Address Book Diagnostic Tools (MaxExchange Site Manager) allows you to view all Address Book entries and opportunities to be synchronized with the selected distribution site.
  • A new Distribution tab in Address Book Diagnostic Tools (MaxExchange Site Manager) allows you to verify that Address Book and opportunity information needs to be synchronized with the distribution sites directly connected to the MaxExchange Server.
  • A new verification option used to check for synchronization inconsistencies in Address Book and opportunity information at the end of each processing session has been added to the Address Book Maintenance dialog box in MaxExchange Server. You may then choose to perform an immediate Address Book Maintenance session to resolve the issues.

• UDF View Creation Script for eCRM (SQL) and CRM (SQL) - To resolve an issue with user-defined field view creation, you must run the Udfviewrecreate.sql script for existing Address Books, which includes Address Books that have been upgraded to Maximizer Enterprise 7. This issue does not apply when new Address Books are created.

• Maximizer Web Server Components for eCRM - If this installation is being run to update the Maximizer Web Server components, you should unpublish any published portals in Administrator before proceeding with the installation.

  Also ensure that both the Maximizer Web Server and any workstations used for publishing are running the same version of Maximizer Enterprise. Otherwise, your Server Access Code may be denied.

• Workstation Installations - If you are using the Workstation Setup created by the server installation to install workstations, Service Release 2 must be applied to these workstations after the installation.

• Incorrect Backup of Documents - Under certain circumstances, after restoring a backup created by Maximizer Enterprise 7 CRM Suite (Pervasive), documents, favorite lists, and miscellaneous records such as macros may not be restored properly. This issue has been resolved in Service Release 1.

• Customization Using Maximizer Integrator's Toolkit 7 - For integrators using the Maximizer Integrator's Toolkit 7, an issue occurred with the Multiactive Business Partner's View. When using the IEvents interface, the OnEvents method was not called for any event in the Opportunities window. This issue has been resolved in Service Release 1.

• Notes After Backup and Restore - Notes created with versions of the software prior to Maximizer Enterprise 4.0, may not be restored properly after performing a backup. This occurs only if the notes were not opened before the backup and restore was performed in Maximizer Enterprise 7. This issue has been resolved in Service Release 1.

• Generate more leads per dollar with the new Marketing Campaign Manager

• Improve customer satisfaction and retain lifetime customers with the new Customer Service Module

• Increase productivity of your sales team and sales channel with new Employee, Partner, and Customer Web Portals

• Streamline sales and maximize resources with an online store using the eStore module

• Better Customer Data
  • Ensure a clean and accurate customer database with duplicate record checking of new entries
  • Collect accurate and complete information with mandatory fields
  • Prevent unrestricted changes with an additional security layer for optional read-only views

• Tighter integration with MS Outlook
  • Make it easy for staff with simple, interchangeable use of Outlook and Maximizer Enterprise for email and calendars
  • View all Outlook email in Maximizer Enterprise, automatically match to record in database and save relevant messages to keep information in one place
  • Synchronize all calendar appointments seamlessly
  • Access Outlook contacts from Maximizer Enterprise email
  • Familiar Outlook look and feel

• Advanced MaxExchange Synchronization
  • Save time and increase user efficiency with easier to use interface
  • Improve synchronization efficiency and data integrity with new diagnostic tools
  • Provide greater connection and reduce overall synchronization times with new FTP connection tool

• Improved Installation and Administration
  • Save time with rapid installation, set-up, and configuration
  • Quickly deploy all workstations using user profile templates
  • Know which of your computers are running which version of Maximizer Enterprise with new workstation installation reports
  • Backup and restore marketing campaigns
  • Now supports Windows XP

• Extended Reporting
  • Easily access over 125 pre-formatted reports to analyze revenue forecasts, sales pipeline analyses, customer profiles, and account activities
  • Spend more time on core sales, marketing, customer service activities by recalling and automating administrative tasks

• Improved Collaboration and Time Management
  • Access team members' calendars and Hotlists
  • Ensure the right person is assigned a task during the sales cycle with one-click task re-assignment to team members
  • Complete Hotlist tasks on time to close more deals with new task alarms
  • Notify and remind attendees of upcoming appointments
  • Make sure important emails are read and responded to in a timely manner with new email arrival notifications

• Improved Maximizer Link Palm OS synchronization
  • Now included with Maximizer Enterprise 7
  • Rapid synchronization through Palm HotSync combines information with Phone List, Date Book, To Do's, and Memo Pad
  • Now supports Handspring devices

• Faster Database
  • Save time through quicker access to customer information, Favorite Lists, custom views
  • Faster retrieval of Opportunities
  • Faster searching through all fields

• Easier Navigation
  • Navigate the software faster with more convenient menu items and a third layout style with a familiar Outlook feel
  • New icons to show whether a record is a Company, Contact, or Individual at first glance
  • Improved interface layout and fully customizable views

• More Integration capabilities
  • Direct XML import/export enables the integration of customer information into any of your other XML compliant applications
  • New ODBC driver support for Microsoft's Access 2000 database
  • Prevent unauthorized accesses with improved security controls