Maximizer Enterprise 8

• Daily and Weekly Calendar Views not Working Properly
  Opening the daily or the weekly calendar view generated a script error. Appointments were not displayed in the opened view.
• Unable to Log in to the Portals
  Attempting to log in to the Employee Portal, the Customer Portal, or the Partner Portal produced the message "You must have Internet Explorer 6+ to be able to enter the portal".

• Key Value Generation Issue
  An issue may result regarding key value generation when creating some types of entries. Entries may not be saved to the database. This issue may appear in the Import Catalog, Graph Catalog, OrderDesk, macros, MaxExchange remotes, column setups, and strategies.

• When adding new orders or when importing a .MEC file, (ecBuilder email order file) OrderDesk stopped responding.

• Maximizer Enterprise 8 Service Release 3 - Series 1444
• MaxExchange 8 Service Release 3 - Series 1444
• Maximizer Enterprise 8 Service Release 4 - Series 1512

1. Custom reports and Maximizer reports created in Maximizer Crystal Reports Embedded Designer and Viewer could not be generated properly in Maximizer for an Address Book other than the Address Book in which the report was created.

2. Values of the Category, Do Not Solicit By, Email address, and Website fields could not be modified.

3. Performance degradation in the User-Defined Field tab and following window occurred when user-defined fields containing a large number of items existed for an Address Book entry.

4. A General Protection Fault error occurred when corrupt user-defined field records were present in the Address Book. The problem was a result of the user-defined fields' Type_ID being the same as the Code_ID.

5. Specific non-English characters were not displayed correctly in the Calendar and My Work Day windows.

6. When using modified interface settings to display accented characters, errors occurred when using popup calendar windows.

7. When attempting to view a custom report using objects stored in the Crystal Repository with the Crystal Reports Embedded Designer and Viewer, users received a message informing them the functionality was not supported by Maximizer.

8. Searches using wildcard masks at the beginning and end of the search string (e.g., *abc*) failed to return the correct search results.

9. Reports and labels would not print proper non-English characters when characters were not translated in the DSN.

10. Some email messages between Microsoft Exchange Server user accounts were not delivered due to a display name-formatting problem.

11. If the Customer Service window had not been opened, Maximizer would terminate unexpectedly when adding a case from the Address Book window.

12. When a Close Date was entered for an opportunity in the Opportunity following window, the Projected Close Date was updated with the value, rather than the Close Date.

13. When printing a Case Detailed Report, the currency symbol appeared incorrectly as a dollar sign regardless of the computer's regional settings.

14. In the Maximizer Word Processor with a multiple-page document open in the print preview window, the editor would shut down when the Page Down key was pressed.

15. OrderDesk orders were incorrectly grouped under the wrong Address Book entry in a Sales Report by Customer. This issue applies to Pervasive only.

Portal issues resolved by this service release

1. When a user account was enabled for Portal login and disabled for Maximizer login, the user was unable to open Reporter from Employee Portal.

2. Logins would fail for Customer and Partner Portal installations using firewall products with address translation enabled.

3. In Employee Portal, attempting to save an entry without values for mandatory user-defined fields removed the Save button from the dialog box.

4. The Main and Back buttons were missing from the Opportunities search result screen in Employee Portal for Wireless PDAs.

MaxExchange issues resolved by this service release

1. When using the Email transport method, the HDR filenames that are created from incoming emails would always start from 0 or 1 (e.g., EDI00000.HDR or EDI00001.HDR), regardless of the real packet number.

2. On the MaxExchange Server, packet generation would start processing as normal, but once it reached "Moving Transaction Records" or "Moving Refresh Library Records" or "Moving Refresh Resource Records", an application error, Access Violation in SPDM.EXE would occur.

3. Under some circumstances, updating Address Book entries for opportunities would cause MaxExchange Server to terminate unexpectedly while processing packets.

4. Under some circumstances, after processing incoming packets for a SQL database, some Address Book entries would not show up.

Reinstalling Service Release 4A Patch

If you have to reinstall the Maximizer Enterprise 8 Service Release 4A Patch, you must first fully uninstall the patch before it can be applied again. Use the Add/Remove Programs option in the Windows Control Panel to uninstall the patch.

Notes:

• This Service Release is a combination of Maximizer Enterprise 8 Service Release 4 and Maximizer Enterprise 8 Hot Fix 3. If you have already applied Maximizer Enterprise 8 Service Release 4 and Maximizer Enterprise 8 Hot Fix 3, this service release is not necessary but can be applied.

• MaxExchange Synchronization Server Updates: This patch updates MaxExchange Synchronization Server Service Release 3 to MaxExchange Synchronization Server Service Release 4A.

• Values of the Category, Do Not Solicit By, Email address, and Website fields could not be modified.

• Performance degradation in the User-Defined Field tab and following window occurred when user-defined fields containing a large number of items existed for an Address Book entry.

• A General Protection Fault error occurred when corrupt user-defined field records were present in the Address Book. The problem was a result of the user-defined fields' Type_ID being the same as the Code_ID.

• Specific non-English characters were not displayed correctly in the Calendar and My Work Day windows.

• When using modified interface settings to display accented characters, errors occurred when using popup calendar windows.

• When attempting to view a custom report using objects stored in the Crystal Repository with the Crystal Reports Embedded Designer and Viewer, users received a message informing them the functionality was not supported by Maximizer.

• Searches using wildcard masks at the beginning and end of the search string (e.g., *abc*) failed to return the correct search results.

• Reports and labels would not print proper non-English characters when characters were not translated in the DSN.

• Some email messages between Microsoft Exchange Server user accounts were not delivered due to a display name formatting problem.

• If the Customer Service window had not been opened, Maximizer would terminate unexpectedly when adding a case from the Address Book window.

• When a Close Date was entered for an opportunity in the Opportunity following window, the Projected Close Date was updated with the value, rather than the Close Date.

• When printing a Case Detailed Report, the currency symbol appeared incorrectly as a dollar sign regardless of the computer's regional settings.

• In the Maximizer Word Processor with a multiple-page document open in the print preview window, the editor would shut down when the Page Down key was pressed.

• OrderDesk orders were incorrectly grouped under the wrong Address Book entry in a Sales Report by Customer. This issue applies to Pervasive only.

In addition to the issues listed previously, this patch includes the following fixes to the eCRM SQL version of Maximizer Enterprise 8 Service Release 3:

• When a user account was enabled for Portal login and disabled for Maximizer login, the user was unable to open Reporter from Employee Portal.

• Logins would fail for Customer and Partner Portal installations using firewall products with address translation enabled.

• In Employee Portal, attempting to save an entry without values for mandatory user-defined fields removed the Save button from the dialog box.

• The Main and Back buttons were missing from the Opportunities search result screen in Employee Portal for Wireless PDAs.

This patch also includes the following fixes to MaxExchange Synchronization Server 8 Service Release 3:

• When using the Email transport method, the HDR filenames that are created from incoming emails would always start from 0 or 1 (e.g., EDI00000.HDR or EDI00001.HDR), regardless of the real packet number.

• On the MaxExchange Server, packet generation would start processing as normal, but once it reached "Moving Transaction Records" or "Moving Refresh Library Records" or "Moving Refresh Resource Records", an application error, Access Violation in SPDM.EXE would occur.

• Under some circumstances, updating Address Book entries for opportunities would cause MaxExchange Server to terminate unexpectedly while processing packets.

• Under some circumstances, after processing incoming packets for a SQL database, some Address Book entries would not show up.

Notes:

• Maximizer Enterprise 8 Service Release 3 - Series 1444 must be installed BEFORE installing this patch. Do not uninstall Service Release 3 before installing the patch.

• Install the patch on the Maximizer Enterprise Server first, and then on all Maximizer Enterprise workstations. Also install the patch on all MaxExchange Synchronization Servers and MaxExchange Remote Synchronization Servers (if applicable).

• Reinstalling the Service Release 4 Patch: If you have to reinstall the Maximizer Enterprise 8 Service Release 4 Patch, you must uninstall the patch before it can be applied again. Use the Add/Remove Programs option in the Windows Control Panel to uninstall the patch.

• MaxExchange Synchronization Server Updates: This patch updates MaxExchange Synchronization Server Service Release 3 to MaxExchange Synchronization Server Service Release 4.

• Running the Service Release 4 in Mixed Modes: Maximizer Enterprise 8 Service Release 4 has no database changes and can be used safely in a mixed mode of servers and workstations, as well as MaxExchange Synchronization remote servers and remote workstations, running a combination of the Maximizer Enterprise 8 Service Release 3 or 2 and Maximizer Enterprise 8
  Service Release 4.

• Search by All Fields Returns No Records When the Last Modified Date Range is One Day: Search by All Fields would return no records if the search used Last Modified Date as a search criterion and the date range was less than one day.

• Opportunities Window Scrolls Slowly When the Column Setup Contains Many UDFs: If the column setup being used in the Opportunities window contained multiple user-defined fields, the window would scroll very slowly. Scrolling performance has been improved.

• Problem Updating a Customer Service Case User-Defined Field Value using the SetCustomerServiceFieldValue OLE Function: Updating or inserting a user-defined field value for a customer service case by using the SetCustomerServiceFieldValue OLE function would not correctly update the value in Maximizer.

• Memory Issue: Performing multiple searches that returned large numbers of records would sometimes cause the computer to run out of memory.

• Problems Updating Some User-Defined Field Values: Under rare circumstances, changing a value of a user-defined field would sometimes cause other values in the user-defined field to be cleared.

• EMAILUSER Not Included in the Creator Drop-Down List: EMAILUSER was not listed in the Creator drop-down list in the Search by Notes dialog box or Custom Notes Filter Criteria dialog box.

• Maximizer/Outlook Calendar Synchronization Not Working with Some Outlook Profiles that Contain Corrupted Appointments.

• Incorrect Information in Appointment Notification Emails:

  • After modifying an appointment to be a personal appointment, the appointment details in the notification email would show the appointment to be with an Address Book entry instead of as a personal appointment.

  • Appointment notification emails would show resources as added or removed even though no change took place.

  • Appointment notification emails would always include the message, "The following attendees do not have email addresses and have not received this notification", even when all attendees did have email addresses and did receive the notification.

• Incorrect Margins When Printing an Appointment Details Report to a Printer: When printing an appointment details report directly to a printer, the left and top margins would have to be increased in the report preferences.

• Phone Descriptions for Contacts Not Included in the Name/Address/Telephone Report: The phone descriptions for contacts would be omitted from the Name/Address/Telephone report when printing the report for Companies or Individuals and selecting "Print contacts".

• Phone Numbers Omitted from Some Reports: The Name/Address/Telephone report, as well as other reports that include name, address, and telephone details would sometimes omit some phone numbers from the report.

• Customer Service Column Report Prints Incorrectly: When printing a column report from the Customer Service following window, the report used the column headings from the Customer Service main window and column content from the Customer Service following window, resulting in mismatched column headings and content.

• Weekly Calendar Report Prints the Wrong Appointment Time: Printing a calendar report from the weekly view would print all appointments two hours ahead of the scheduled time.

• Unable to Use User-Defined Field Views in Crystal Reports: User-defined field views could not be used in Crystal Reports.

• Printing Appointments from the Calendar Prints the Current Date in the Title: When printing the daily calendar report for a day other than the current day, the report still had the current date in the title.

• Address Book Verification Utility Changes Document Creator to be Owner: If a document is owned by a group, the Address Book Verification utility would detect the document as being misplaced and would set the document creator to be the document owner.

• Problem Synchronizing Alternate Address Created by MaAccess: When creating a new contact with a new alternate address and selecting that address using MaAccess, subsequent synchronization with a MaxExchange Server would cause the contact's alternate address to become unselected on the remote.

In addition to the issues listed previously, this patch includes the following fixes to the eCRM SQL version of Maximizer Enterprise 8 Service Release 2:

• Customer, Partner, and Employee Portal Dialog Box Display Problems on Windows XP SP2: On computers running Windows XP Service Pack 2, portal dialog boxes would display a status bar that overlapped the bottom of the dialog box.

• Address Book Note Categories Appearing in the Customer Service Note Category List in Employee Portal: When editing a note for a customer service case in Employee Portal, the Category drop-down list contained Address Book note categories rather than customer service case note categories.

• Knowledge Base Article Number Not Updated in Maximizer: When resolving a customer service case in Employee Portal by selecting the "Create a draft knowledge base article from these details" option, the Article # field in the Case Resolution dialog box would not get updated in Maximizer.

• Appointment Day and Month Transposed in Employee Portal: In some situations, Employee Portal would not use the date format specified by the server, which resulted in the day and month of appointments being transposed. For example, November 4 would be interpreted as April 11.

• Dollar Currency Symbol in Employee Portal: Employee Portal would always display the dollar symbol regardless of the computer's regional settings.

• Scheduling Future Recurring Appointments in Employee Portal:

  • Scheduling a recurring appointment for the future would display a conflicting appointment dialog box if another appointment was scheduled for the same time on the current date, even though no conflict existed.

  • Scheduling a group recurring appointment for the future, when the appointment included locations or resources, the recurring appointment would not display the locations, resources, or attendees.

• Unable to Navigate Beyond First Page of Search Results in Employee Portal for Wireless PDAs: When a search in Employee Portal for Wireless PDAs returned more than one page of results, there was no way to navigate beyond the first page.

• Default Selections in the Search by Last Name Dialog Box in Employee Portal for Wireless PDAs: In the Search by Last Name dialog box in Employee Portal for Wireless PDAs, the Last Name, Company, Individual, and Show Phone Number checkboxes are now selected by default.

This patch also includes the following fixes to MaxExchange Synchronization Server 8 Service Release 2:

• Remote Terminates Unexpectedly When TIME Command is Mishandled by Firewall: If a MaxExchange Server was behind a firewall and the firewall didn't support the TIME synchronization command, then when the Remote would process its first received refresh it would terminate unexpectedly, regardless of whether the Remote was synchronizing its clock with the server or not.

• C++ Runtime Error in MaxExchange Server: When running MaxExchange Server as a service, a C++ runtime error may have occurred while processing packets.

Notes:

• Maximizer Enterprise 8 Service Release 2 - Series 1433 must be installed BEFORE installing this patch. Do not uninstall Service Release 2 before installing the patch.

• Running the Service Release 3 in Mixed Modes: Maximizer Enterprise 8 Service Release 3 has no database changes and can be used safely in a mixed mode of servers and workstations, as well as MaxExchange Synchronization remote servers and remote workstations, running a combination of the Maximizer Enterprise 8 Service Release 2 and Maximizer Enterprise 8 Service Release 3.

• Reinstalling the Service Release 3 Patch: If you have to reinstall the Maximizer Enterprise 8 Service Release 3 Patch, you must uninstall the patch before it can be applied again. Use the Add/Remove Programs option in the Windows Control Panel to uninstall the patch.

• MaxExchange Synchronization Server Updates: This patch updates MaxExchange Synchronization Server Service Release 2 to MaxExchange Synchronization Server Service Release 3.

• Employee Portal Web.Config File: This patch replaces the Web.config file for Employee Portal and Employee Portal for Wireless PDAs. A backup file of the existing Web.config file will be created. This backup file will be called Web.config.SR2.bak and will reside in the same folder as the original Web.config file.

• Updated Pervasive.SQL v8.6 Engine: The new Pervasive.SQL v8.6 is included in the full installation of Maximizer Enterprise 8 Service Release 2. The new engine helps address the OLE issues and the catalog searches issue outlined below.

  • OLE Error when opening documents: An OLE error 65535 occurred when a user tried to open entries that contained embedded objects from the Documents window. Pervasive.SQL v8.6 resolves this issue.

  • OLE error when opening documents after a transfer: An OLE error occurred when a user tried opening Documents created from a file after completing a transfer. Pervasive.SQL v8.6 resolves this issue.

  • Catalog searches not available: Any attempt to save or retrieve a catalog search failed, when the Address Book was not local. Pervasive.SQL v8.6 resolves this issue.

• Slow performance when opening a large Address Book: Slow performance occurred when opening a large Address Book that contains a large number of table user-defined fields while viewing some of them in the Column Setup view.

• VIM Improvements - A number of issues that appear when using VIM as the email system have been addressed as follows:

  • The action of retrieving the list of email messages was very slow when a user refreshed or pressed the Deliver Now button.

  • When a user tried to reply to an email from Maximizer, the reply email would not display the sender's email address properly.

  • If a user replied to a saved email, the text "<>" would get added to the recipient's email address causing the message not to be sent properly.

  • The Address Book entry column in the Email window did not show the corresponding Address Book entry.

  • When an email message was dragged and dropped to the Address Book window and the email address of the target Address Book entry was updated or a new Address Book entry was created, the email address was entered incorrectly as the Address Book entry's name in addition to the entry's email address.

  • If a user tried to delete email messages from the Maximizer Email window, email messages were removed from the list, but not actually deleted. The messages would reappear when a refresh was performed.

• Unable to open or compose email messages using the email provider's editor: When the Maximizer to Outlook Calendar Integration was used with the email features in Maximizer; a user was not able to open or compose messages using the email provider's dialog boxes. The Outlook.exe file stayed in memory causing issues opening and composing messages using the email provider's dialog boxes.

• Printing an email to a file caused Maximizer to hang: If a user tried to print an email to a file from the Maximizer Email dialog box, Maximizer would stop responding.

• Maximizer would stop responding if using Outlook Express: If Outlook Express was installed as the only email client and an email document was assigned to an Address Book entry with an attachment, opening the document and double-clicking on the attachment caused Maximizer to stop responding.

• Opening a table user-defined field: Opening a table user-defined field containing a large number of items in the User-Defined Fields following window caused Maximizer to stop responding.

• Calendar refresh problem in the weekly calendar view: If a user invoked a view of a future week using the weekly calendar view, and then switched to another window and then back to the weekly calendar view, appointments that were previously visible no longer appeared in the weekly calendar view. The issue occurred when the Calendar window was maximized and when non-working days were not shown.

• Appointment conflicts with free-form location: When creating an appointment with a free-form location, a conflict was reported when a user tried to save the appointment even though there were no appointments booked with that same free-form location.

• Large fonts in calendar causing exception: When using extra large fonts on Windows XP, attempting to open the calendar would cause the error "Exception: displayapp3".

• Graphing By State/Province not working: When graphing by State/Province, no graph was generated.

• Unable to run Crystal Reports if the Address Book was password protected in Pervasive: If using Pervasive, Crystal Reports could not be run if an Address Book was password protected. An Error 51- invalid owner name would appear.

Portals:

• Incorrect dialog box appearing in the Employee Portal: After pressing the Cancel button in the Address Book dialog box when adding a contact, opening the Address Book entry dialog box resulted in the Add Contact dialog box being invoked.

• Close Date Field: The Close Date field was not being saved correctly when closing an Opportunity (giving it a status of Won, Lost, Abandoned, or Suspended) in Employee Portal or Partner Portal.

Notes:

• PDF files are now printable: The Maximizer Enterprise 8 User's Guide, Maximizer Enterprise 8 SQL Administrator's Guide, Maximizer Enterprise 8 Pervasive Administrator's Guide, and Customization Suite Guides are now printable.

• Service Release 2 includes Pervasive.SQL v8.6: The new Pervasive.SQL v8.6 database engine is included in Maximizer Enterprise 8 Service Release 2. The new engine helps address the OLE issues and the catalog searches issue outlined above.

• Service Release 2 Includes All Service Release 1 and Hot Fix 1 and 2 Fixes: Maximizer Enterprise 8 Service Release 2 includes the fixes for all issues resolved in Service Release 1 - Series 1425, Hot Fix 1 - Series 1409, and Hot Fix 2 - Series 1420.

• Running Service Release 2 in Mixed Modes: Maximizer Enterprise 8 Service Release 2 has no database changes and can be used safely in a mixed mode of servers and workstations, as well as MaxExchange Synchronization remote servers and remote workstations, running a combination of the original Maximizer Enterprise 8 release, Maximizer Enterprise 8 Service Release 1, and Maximizer Enterprise 8 Service Release 2.

• MaxExchange Synchronization Server Updates: This release applies to Maximizer Enterprise and MaxExchange Remote only. Install MaxExchange Server 8 Service Release 2 for updates to MaxExchange Synchronization Server and MaxExchange Remote Synchronization Server.

New Features and Issue Fixes as noted below, as well as all issues resolved in Maximizer Enterprise 8 Hot Fix 1 - Series 1409 and Maximizer Enterprise 8 Hot Fix 2 - Series 1420.

• Updated Accounting Link Designed for use with QuickBooks: The Accounting Link now supports converting an estimate into an invoice and modifying existing estimates, invoices, and purchase orders. Accounting notes security has been added.

• Updated Notify Partner of Assigned Address Book Entries and Opportunities: A note is attached to the Address Book entry or Opportunity to record the email notification.

Marketing:

• Automated Campaigns Display Number of Subscribers: The Subscribers tab of Automated Campaigns displays the number of subscribers to the campaign.

Web Portals:

• Advanced Portals Configuration Using the Web.Config File: Each portal, Employee, Partner, Customer, and Employee Portal for Wireless PDAs, has its own XML-formatted Web.Config file, which is stored in the root folder for each portal (e.g. C:\Program Files\Maximizer\Portals\portal name\Web.Config). The Web.Config file can be edited using any text editor, such as Notepad.

• Employee Portal for Wireless PDAs: The new Maximizer Enterprise 8 Employee Portal for Wireless PDAs ensures that your Maximizer Enterprise CRM data is available through the wireless HTML-enabled browser on your PDA device. The Employee Portal for Wireless PDAs enables you to securely access your critical customer details and appointments and carry out your day-to-day tasks without having to synchronize or install extra software on your PDA device. All in real time.

• Employee Portal Login Options: By default, a Maximizer Enterprise user can log in to the Employee Portal or Employee Portal for Wireless PDAs associated with any Address Book to which they have access. An administrator can now ensure that all Maximizer Enterprise users, or a subset of users, can only log in to a particular Address Book.

• Employee Portal New Features:
  • View and select a Favorite list from the Address Book's View menu
  • All Maximizer system-defined fields (such as 'IDentification' and 'Account Manager') and user-defined fields (UDFs) are available for display in Key Fields on the Address Book entry dialog
  • Email notification to the selected Partner when a Partner is added to an Address Book entry or Opportunity
  • Checkbox to mark Appointments and Tasks as completed is added to all Appointment and Task lists
  • Appointment's Location field allows free-form text entry and includes an entry for the current calendar user's office
  • Calendar performs conflict-checking when an Appointment is added and displays a conflict notification message
  • Search in range of dates for all Address Book entry-related date-type basic fields and UDFs
  • The new Address Book Hook enables customization of the ASP.NET-based Employee Portal and the Employee Portal for Wireless PDAs

• Partner and Customer Portals New Features:
  • Email notification to partner of a new News story posted on the Partner Portal that matches the partner's News preferences setting
  • Opportunities and Customer Service Cases can display selected UDFs
  • Opportunity UDFs can be modified during Opportunity edit, while Customer Service Case UDFs can only be viewed, not modified, when viewing a Case.
  • Customer Service Cases can be added by Partners or Customers
  • Customer Service Cases can display 'All Cases' (an option - use carefully - that the user can use to display every case in the Address Book for collaborative projects) as well as 'My Cases' and 'My Company's Cases'
  • Partners and Customers can specify their 'Do not solicit by' preferences

• Portal Administrator Application New Features:
  • Configuration Manager enables the administrator to specify the UDFs that display on the UDF tab in Opportunities and Customer Service Cases
  • Administrator can specify the default 'Origin' and 'Queue' for all new Customer Service Cases added in the Partner and Customer Portals
  • Additional News preferences to enable sending News notifications to partners that have requested News notifications, and to specify the 'From' and 'Message body' text that will be sent with the abstract of the News item

Communications:

• Email and Print/Fax Services Run as Applications on Windows XP Pro: Due to operating system issues the email and print/fax services now run as applications on Windows XP Professional.

• Improved TAPI Incoming Phone Number Matching: Maximizer Enterprise TAPI functionality features improved incoming phone number identification (using the number provided by the phone system's Caller ID functionality) to ensure that appropriate phone numbers will match even if dialling codes, country codes and area codes are missing in one or both numbers. TAPI matching now uses either the new, configurable exact match functionality, or the improved, existing smart match functionality.

• Save Copy of Email to Notes and Documents: All methods of sending an email respect the email logging preferences and can save the sent email to documents or in the note. However, only the 'Send Email' command on the File and Context menus displays the Send Email dialog.

• Send Document in Word and WordPerfect Includes 'Ignore Leads' Option: The Maximizer merge field function 'Send Document' now enables the user to select the 'Ignore Leads' option to ensure the document is not sent to Address Book entries that are leads.

Calendar:

• Free-form Location: The Location drop-down list allows the user to enter text describing a location that is not in the list. Note that this text entry is not saved to the Location drop-down list. The Location drop-down also includes a new default location named "'s office", where is the display name of the current Calendar user.

• Suppress Follow-Up Activity Prompt: Suppress follow-up activity now applies to all task types and appointments. Prior to Service Release 1 the Suppress follow-up dialog only applied to Phone tasks.

Address Book:

• Address Book Entry Dialog Interface Update: Copy button added to the view dialog to enable the user to copy 'Company address' data. The user can copy the entire address or only selected text, and the text format is preserved in the destination location.

• Improved Favorite List Management: Users can modify existing Favorite lists by adding or removing the current, selected, or all Address Book entries. Favorite list Properties now include Owner, enabling users to assign Favorite lists to particular groups of users, and Description.

• Most Recently Used Favorite Lists on View Menu: The View menu displays the 'Recent Favorite Lists' submenu, which displays the most recent Favorite lists that have been retrieved in the current or previous Maximizer Enterprise sessions.

• 'IDentification' Field Available in Key Fields: The 'IDentification' field is available for selection by the administrator to the Key fields group.

• New Pervasive Database Address Book Startup Options: Users who log into any Maximizer Enterprise 8 CRM Pervasive address book, who have not yet set a start-up default, can select from two new Address Book opening lists: all lead entries and all non-lead entries.

User-Defined Fields:

• All Characters Allowed in UDF, Folder and Table Item Names: Apostrophes and all other alphanumeric characters, except for '/' and '\', are now allowed in UDF, folder, and table item names.

• All Characters Allowed in UDF, Folder and Table Item Names: Apostrophes and all other alphanumeric characters, except for '/' and '\', are now allowed in UDF, folder, and table item names.

• UDF Performance Improvements: UDF loading has been significantly improved for better performance when switching to a UDF view with many UDFs and/or UDF folders. This includes Address Book column setups that contain UDFs, the UDF following window refresh on selecting a different Address Book entry, and the Address Book entry dialog (View and Edit modes).

• UDF Tree View Improvements: Users can select multiple UDFs and UDF folders and move them as a group, in Maximizer Enterprise as well as in the Administrator.

• User-Ordering and Renaming of SDFs Enabled: System defined fields (SDFs) and system folders, which are typically used in Maximizer Enterprise automatic processes, can be ordered and renamed by the user. The SDF and system folder original system names are appended to the modified names within square brackets. This ensures that the original meaning for each renamed SDF or system folder is maintained.

• User-Ordering of UDFs and Table Items Updated: UDF table items can have a user-specified sort order.

Reporting and Analysis:

• Enhanced Security for Report Viewing: For reports created using Crystal Reports, users are only allowed to view reports that do not contain information related to a module to which the user does not have Read rights.

Administration:

• Accounting Access Rights and Notes Security: Accounting security includes access to Accounting functionality and the security of Accounting notes.

• Key Fields Preferences Page for Administrator Module: 'Key User-Defined Fields' have been renamed 'Key Fields'.

Integration and Customization:

• Address Book Hook for Employee Portal and Wireless Employee Portal: The new Address Book entry hook, implemented for both the Employee Portal and the Employee Portal for Wireless PDAs, enables programmers to replace or extend the actions that Maximizer Enterprise takes when users add or modify Address Book entries using one of the portals. This includes presenting a custom Address Book entry dialog window.

• Customization Suite Portal Guide Updated: The Customization Suite Portal Guide has been updated with all the information needed by business partners and third-party developers to customize and publish the Maximizer Enterprise 8 eCRM web portals.

• Improved ODBC Driver Support: The following tables can now be accessed using the ODBC driver:
  • Partner details (Table: ABPartner; Field: Partner in Company, Individual and Contact)
  • User roles (Roles included in the User_Details Table)
  • Case UDFs (Combined_CSCase_User_Fields and S_UDFNAME)
  • Campaign Subscribers (CampaignAccounts)
  • Client Lead Status (U_LEAD_STATUS)
  • Opportunity Partners (OPPPARTNERS)

• Updated Supported Products and Applications: The Maximizer Software Inc. website provides the most up-to-date list of supported products and applications. The web address is http://www.maximizer.com/support/products.html.

Installation & Licensing:

• MaxExchange Default License Change: MaxExchange includes a single user license by default, which enables administrators to configure a single-user MaxExchange remote site during Maximizer Enterprise installation without any additional administrative action.

• Multi-User Remote Licenses Synchronized: Maximizer Enterprise user licenses are synchronized so that the site's concurrent user license count is equal to the sum of all user licenses enabled across all remote sites. This permits users to move from one site to another without having to modify the new site's license count.

• Remote Workstation Local Data Folder Option: The administrator can select a local data folder for most remote workstations during installation.

• Single Accounting Link Installation for US and Canadian Editions of QuickBooks: The Maximizer Accounting Link Designed for Use with QuickBooks works with both US and Canadian editions of QuickBooks. Separate installs depending on the national edition of QuickBooks are not required.

• Trial Licensing: Maximizer Enterprise CRM Pervasive WorkGroup Trial version does not require a trial Product Serial Number (PSN). If no PSN is entered (or a trial PSN is entered - it is no longer required, but can still be entered), Maximizer Enterprise is automatically configured as a Trial version during installation for 30 days of use.

General Improvements:

• 'Description' Field Added to More Record Types: Documents and Templates now have Description fields. This enables users to determine the contents of the document and the purpose of the template without opening, or if you don't have the associated application.

• Merge Fields in Word and WordPerfect Support Long Names: UDF merge fields that have particularly long names or feature several levels of folders are now displayed in full in the Insert Merge Field dialog's new field name text box. The Insert Merge Field dialog has been updated for both Word and WordPerfect merge functionality.

• Updated Overview Page: Tasks and Appointment activities can be completed on the Overview page, using the new completed checkbox. Print buttons have been added to print each section independently.

Issues Fixed:

• Error restoring an Address Book in Pervasive: Error Code 25 on the Transaction Control file would occur while restoring a Pervasive Address Book.

• Documents not displayed properly in the Documents window: When adding a new Maximizer document using a template and setting the Owner to "MYUSERNAME", the document appeared in the Documents window; however, it disappeared after a refresh to the window.

• Incorrect Close Date being displayed in Opportunity: The close date was not properly displayed in the Status tab of an opportunity or in the Opportunity Column Setup view. It always showed the projected Close Date instead.

• Merge Field not working for Automated Campaigns: The "Name_and_Address" merge field did not work for Automated Campaign's activities.

• Slow when adding manual orders: Adding manual orders in an Address Book that contains a large number of orders would take a long time.

• Search by All Phone Numbers Issue: Search by All Phone Numbers failed to retrieve the correct records.

• Auto-signature not displayed properly: The Auto-signature did not have carriage returns when composing e-mail messages as HTML.

• Sending email did not work using Outlook 2002: When attempting to send packets to an email Remote using Outlook 2002, the email would fail to send. This issue has been resolved in MaxExchange.

• Address Book Folder Maintenance did not go off at the scheduled time: Previously, if you set a certain day of the week and time for the Address Book Folder Maintenance to go off when running MaxExchange as an application, when that time was reached, it would not start. It now obeys the time rule.

• UDF synchronization problems: In some scenarios, Table UDFs, Table Items and/or the selected Table Item for some Address Book and Opportunity entries did not synchronize correctly. The Address Book Verification Tool in Administrator should be run, followed by a Refresh to any affected Remotes.

• Synchronization Problems of Notes added via the Employee Portal: Notes entered through the Employee portal do not synchronize successfully to MaxExchange remotes and do not display the correct creator ID.

• Wrong icons appearing in the Customer Portal's Icon Bar: The Opportunity and Leads sections were incorrectly appearing in the Customer Portal's icon bar.

• Error when opening the Customer Service component: An error would sometimes happen when opening the Customer Service component from the Customer Portal's icon bar.

• Search Field list not displayed properly: In the Employee Portal, the incorrect list of search fields would appear in the Customer Service component.

• Portals license issue: Could not apply the correct number of licenses if using the Maximizer Portals.

• ODBC driver not appearing in the list: If the user installed Maximizer Enterprise 8 on a clean machine (without any previous version of Maximizer on that machine) for the first time, the "Maximizer ODBC Driver" and "Pervasive ODBC..." drivers would not show up in the 'ODBC Data Source Administrator>Drivers' list.

• ODBC driver truncating UDF table items: If the UDF table item has more than 29 characters, ODBC driver would truncate it to 29 characters.

• Missing information when creating a QuickBooks Customer/Vendor: If we had an individual entry with no company name when we added this entry as QuickBooks Customer/Vendor, the Company field in the Add QuickBooks Customer or Vendor dialog was blank and the user had to enter some information manually to this field (proper message prompted if left blank). This issue has been resolved and the company field is populated with the first name, middle name and last name as the default values.

• MTI's flag not working properly: The MTI functionality for flag 128 when UDF duplicate checking was performed did not work.

Notes:

• Service Release 1 Includes All Hot Fix 1 and 2 Fixes: Maximizer Enterprise 8 Service Release 1 also includes the fixes for all issues resolved in Hot Fix 1 - Series 1409 and Hot Fix 2 - Series 1420.

• Running Service Release 1 in Mixed Modes: Maximizer Enterprise 8 Service Release 1 has no database changes and can be used safely in a mixed mode of servers and workstations, as well as MaxExchange Synchronization remote servers and remote workstations, running a combination of the original Maximizer Enterprise 8 release and Maximizer Enterprise 8 Service Release 1.

• Reinstalling the Service Release 1 Patch: If you have to reinstall the Maximizer Enterprise 8 Service Release 1 Patch, you must uninstall the patch before it can be applied again. Use the Add/Remove Programs option in the Control Panel to uninstall the patch.

• MaxExchange Synchronization Server Updates: This patch applies to Maximizer Enterprise and MaxExchange Remote only. Install MaxExchange Server 8 Service Release 1 for updates to MaxExchange Synchronization Server and MaxExchange Remote Synchronization Server.

• New Wireless Employee Portal for Wireless PDAs: This patch does not include the new Wireless Employee Portal for Wireless PDAs. This functionality is only available with the Maximizer Enterprise 8 (Includes Service Release 1) - Series 1425 full release.

• Global Edit of Mandatory, Single-Value User-Defined Fields: When global edit was used to modify a mandatory, single-value user-defined field, the single-value rule was not enforced.
• Global Edit of Address Book Entry Ownership: When Address Book entry ownership was changed to Public from a security group or user through global edit, the entries were visible only to the MASTER user or users with the "Modify other users' private entries" security privilege.
• Global Edit Clearing Mandatory User-Defined Fields Values: When performing a global edit with the Global Edit Rules set to "Replace table field values", mandatory fields that had been assigned to the associated Address Book entry were cleared.
• License Count Incorrectly Set to Zero: If users opened an Address Book in Administrator from a workstation other than the one on which the Maximizer Enterprise licenses were installed, the license count was reset to 0 for that Address Book.
• MaxExchange License Count Incorrectly Set to Zero: If users opened an Address Book on a workstation where MaxExchange was not installed, the MaxExchange license count was set to 0.
• User-Defined Field Order Synchronization: When you changed the order of a user-defined field in the user-defined field list on a MaxExchange Server and synchronized to your remotes, the order was not changed on the remotes.
• User-Defined Field Layout Structure Synchronization: When you added new user-defined field folders and added user-defined fields to these folders later, the user-defined fields did not synchronize correctly.
• Inserted Objects in the Maximizer Word Processor: Objects inserted into a Maximizer Word Processor document or template could not be seen when the document or template was opened for editing.
• Data Manager Error Code 81: AA Data Manager error code 81: "A LOCK Error occurred on the 'Documents and Templates' file" could occur in the Documents window.
• OLE Error 16389 - Inserting Objects in Documents Window: An error occurs when attempting to insert an object in a document in the Documents window. This issue is resolved by applying the Pervasive.SQL V8 SP1 Hot Fixes, available from Pervasive Software Inc. The filenames for these Hot Fixes are HF_MKDE.EXE and HK_SRDE.EXE, and you can download them from http://www.pervasive.com/support/updates/v8_hotfix.asp. For more information, refer to Maximizer Technical Bulletin 20040520-178.
• Complete Body of Some HTML Messages Not Visible in Maximizer Email Message Windows: When viewing HTML email messages in Maximizer, some sections of the HTML messages would be omitted.

• Incorrect Address Book Entries Sent in Refresh: Address Book entries associated with remotes were not sent properly when a refresh was sent from the server after the MaxExchange server was upgraded to version 8 from version 7.5. The cause of the issue was related to the server incorrectly determining that the remotes had been upgraded to version 8; the remotes had not yet been upgraded.

• Missing Email Addresses for Remotes for Pervasive Users: For Pervasive users only, email addresses were missing for MaxExchange remotes using the email transport method after the server was upgraded to version 8.

• Incorrect Distribution Assignment for Remotes: An issue with MaxExchange remote distribution assignment occurred after upgrading a Pervasive Address Book to a SQL Address Book. In addition to fixing the issue in this hot fix, an item called Import Pervasive Distribution Groups has been added to the File menu in MaxExchange Site Manager to allow the administrator to retrieve the distribution assignment from the original Pervasive file.

• Error Code 51 Messages on Remotes: When launching a MaxExchange remote after upgrading to version 8, the remote receives Error Code 51 messages. This issue was related to the synchronized Address Book not yet being upgraded on the remote.

• MaxExchange Site Manager and Server Manager Start-Up: MaxExchange Site Manager and MaxExchange Server Manager would start and then exit when an Address Book was upgraded from Pervasive to SQL. This issue was related to data not being properly converted.

• Remote Users Prompted for MASTER's Password: MaxExchange remote users were prompted for the MASTER's password when attempting to upgrade an Address Book.

• Incorrect Search Results in Pervasive Address Book: Search by City/Town, State/County/Province, Zip/Postcode, and All Phone Numbers did not return the correct results in a Pervasive Address Book.

• Multiple Draft Email Incorrectly Appearing in Outbox: Multiple draft versions of an email appeared in the Outlook Outbox. In order for this to occur, the email must have been created using Maximizer's Compose Email dialog box, with the "AutoSave unsent email every "x" minutes in Inbox" option selected in Maximizer Email preferences.

• MaxExchange Remote Server & Remotes Connected to Server: MaxExchange remote servers and the associated remotes were incorrectly connected to the parent server after an Address Book was upgraded from Pervasive to SQL.

• Distribution Lists Not Rebuilt for Pervasive Users: Remote sites may have experienced problems with their distribution lists (DRB files) not being rebuilt when Address Book Maintenance was performed at the server. This hot fix addresses this problem, however, Address Book Maintenance should be performed after installing the hot fix to rebuild the distribution list. When Address Book Maintenance is performed, you must select the "Right Now" and "Do Not Create Maintenance Data Packets" options.

• Monitor your business' systems and automatically respond to critical business activities with new Workflow Automation powered by KnowledgeSync. Save everyone time and make sure no opportunities slip through the cracks.

• Simply apply your business context and logic to configure Workflow Automation to monitor the massive amounts of information coming into your business every day and alert people or assign tasks automatically.

• For example, automatically send an alert to the sales manager and schedule a follow-up call for a client if a hot lead has not been contacted in 5 days. Automatically schedule a report to be sent to the customer service manager every Friday morning with information on the team's phone logs and account activities. Configure your system to monitor web leads or incoming e-mails and schedule a series of automatic e-mails back to the prospect, plus alert the account manager in their territory for a follow-up phone call.

• Identify and manage leads and easily convert them to customers.

• Track lead status and source to monitor the sales funnel and the success of marketing programs.

• Assign Account Managers to take ownership of leads and customers, then easily report on the sales pipeline, forecast, or phone logs by account manager.

• Assign leads to business partners and resellers, then automatically send an e-mail alert to ensure no leads slip through the cracks.

• Understand influencers and decision-makers with your clients better by tracking the reporting relationships within their organizations.

• Show important information on a customer record by assigning key user-defined fields.

• Effectively manage opt-in and opt-out lists for targeted direct marketing and newsletter lists. New "do not solicit" function and enhanced data security ensures you comply with new privacy, anti-spam and do-not-call legislations.

• New categorized and multi-level user-defined fields give you more control of how you organize and sort customer profile information. Plus maintain data integrity by including descriptions and 'requested by' information for each user-defined field.

• Easily perform complex searches under multiple criteria.

• Increase the reach to your customer base with automated multi-phase e-mail, and now fax and print campaigns too.

• Automatically measure campaign response statistics such as e-mail open rates and landing page click-throughs.

• Send automatic alerts to the marketing manager and system administrator when there's a failure with an e-mail or fax campaign.

• With tighter sales and marketing integration, know which promotions or newsletters your customer or prospect is receiving so you can tailor your sales message effectively.

• Read Outlook e-mail inside Maximizer Enterprise, maintain same folder structure while also saving messages to customer records.

• Now compose HTML as well as text e-mails

• Now access Outlook contacts from Maximizer Enterprise so you can include colleagues in customer e-mail communications.

• Synchronize your customer list from Maximizer Enterprise in the Outlook address book - no re-formatting or re-typing required.

• Create and edit your own reports to gain further visibility into your customers using best-of-breed business intelligence reporting tool, Crystal Reports by Business Objects, now bundled for every Maximizer Enterprise user.

• Use the Expert and Wizard tools to quickly and easily produce and customize cross-tab, drill-down, summary reports and more. Highlight the information you need by grouping and sorting data, then add charts.

• Further analyze data in a familiar Excel environment, and publish reports to colleagues in PDF, Word, HTML and other standard formats.

• Even analyze data in other database applications i , such as your accounting or ERP systems, against the customer data in Maximizer Enterprise to get a complete view of your customer history, transactions and relationships.

• Maximizer Enterprise 8 now also supports Crystal Analysis for multi-dimensional analytical views.

• Respond faster to customer inquiries and make Maximizer Enterprise truly a one-stop shop for customer information by giving your employees a complete view of your customers in one interface, including financial information from your QuickBooks accounting database.

• See a complete history of quotes and invoices, plus credit limits and balances - directly in Maximizer Enterprise.

• Save time by using one application to create quotes and invoices including access the QuickBooks inventory and up-to-date price list.

• Now track billable hours and rates for each customer service case.

• Ensure customer service inquiries are resolved in a timely manner and customers are satisfied by automatically seeing how long a case has elapsed.

• Personalize communications with customers throughout the sales cycle by including customer service details in merge fields.

• Easily import and export documents in the Knowledge Base in XML format so you can convert your existing documents and share them with others.

• The web-based Employee, Partner and Customer Portals are now built on .NET technology so it's stronger, easier to manage and integrate with other applications.

• Through the Employee Portal, enable remote and mobile staff to access important customer, schedule and sales information through a web browser. Looks just like the Maximizer Enterprise desktop interface so you only have to learn one application.

• With the Partner Portal, effectively manage communications, leads and sales forecasting with third-party resellers.

• With the Customer Portal, create unique online experiences for customers, including customer self-service.

• With the fastest deployment in its class*, Maximizer Enterprise is now even faster and easier with a brand new installation wizard that helps you get up and running quickly.

• MaxExchange is now even easier to configure and manage remote users. Transfer data faster and automatically be alerted of data transfer errors to ensure remote users have the most up-to-date information.

• Brand new 'My Work Day' home page helps staff effectively manage their day by seeing a quick summary of the day's appointments and tasks, plus important company announcements from managers.

• New calendar in Maximizer Enterprise 8 helps you collaborate with team members by seeing multiple users' calendars in one view.

• Book board rooms, meeting rooms and other resources such as projectors.

• Accounting Link Designed for use with QuickBooks
• Personalized Opportunity Documents with New Merge Fields
• New Basic Field: Address Book Entry 'Account Manager'
• New Basic Field: Address Book Entry 'Category'
• New Basic Field: Contact 'Reports To'
• New Basic Field: Address Book Entry 'Partner'
• New Order Status: 'Order Cancelled'
• Retrieve Partners for the Current Address Book List
• Retrieve Opportunities for Multiple Address Book Entries
• Sales Leads Support

• Automated Campaign Success Metrics
• Automated Campaigns with 'Print', 'Fax' and 'Email' Activities
• Campaign Email Activity Templates Improved
• Campaign Email Addresses Email Server Warning
• Campaign Manager Integrated
• Campaign Reports Display Fax and Print Campaign Information
• Campaigns Are Unsubscribe Aware
• Do Not Solicit by Phone
• New 'Campaign Remove Subscriber URL' Merge Field
• New 'Service Computer Name' Merge Field
• Review Campaign Activity Status Per Subscriber

• Add New Contact from Assign Contact to Case Dialog
• Case Creation Note Includes Case Description
• Case Monitoring History Note
• Case 'Search by Basic Fields' Dialog Updated
• Customer Case Dialog Updated
• HTML Email Supported for Case Notification
• Knowledge Base Article Import and Export Using XML
• Personalized Customer Service & Support Documents with New Merge Fields

• Grouping of External Links and QuickInfo
• Leads Displayed in Partner Portal
• Login Information Automated Retrieval Web Portals Updated to Version 8
• Login Merge Fields
• Multiple Portals Enabled
• Opportunities Use Maximizer Enterprise System Fields
• Portals Upgraded to .NET Architecture
• Replace Login Page Graphic

• Contact's Name Synchronized to Outlook with Appointment
• Document Name Used as Email Attachment Name
• Email Note Indicates Attached Document
• Email Signature Supports HTML
• Email to both Outlook and Maximizer Contacts from the To/Cc/Bcc Fields Enabled
• Emailing Documents from the Company Library Enabled
• Fax Configuration Improvements
• HTML Email Compose Dialog
• In-View Toolbar Notes Filter Updated
• Mailing Labels Custom Format
• Original Email Attachment Name Preserved
• Save Copy of Email to Notes and Documents
• Synchronize Maximizer Contacts to Microsoft Outlook

• Column Setups and Macros Synchronized for Each Database
• Distribution List Report
• MaxExchange Remote Configures Server Address and FTP Port
• MaxExchange Remote Synchronizes Automatically
• MaxExchange Server Error Alert Email Notifications
• MaxExchange Server Monitors Exact Processing Status
• MaxExchange Server Pause/Resume Option
• MaxExchange Server Runs as an Application or a Service
• MaxExchange Server Settings Report
• MaxExchange SQL Performance Improved
• MaxExchange Transaction Report
• New Transaction 'Owner' Column
• Remote Access to MaxExchange Server Enabled
• Sales/Marketing Team Membership Report
• Site and Team Changes on Remote Servers Enabled
• Start the Site Manager From MaxExchange Server Application

• Add Appointment Context Menu Command
• Add Assign/Unassign Controls and My Response Pick List to Appointment Dialog
• Add Task Context Menu Command
• Calendar Performance Improvements
• Calendar Printing Improvements
• Follow-up Appointments for Completed Appointments and Tasks
• New Add User Dialog for Calendar
• New Appointment History Note
• New Calendar Pop-up Information Box
• New Calendar User Drop Down List Control
• New Calendar User List Control
• New Calendar Window Title Bar
• New Daily Calendar View
• New Location and Resource Fields in Appointment Dialog
• New Monthly Calendar View
• New Weekly Calendar View
• Private Appointment Details are Private
• Snooze All for Hotlist Tasks
• 'View in Address Book' Toolbar Button Added to Weekly View

• Add Command for Address Book Entries Improved
• Address Book Entry Dialog Interface Update
• Address Book Entry 'IDentification' Field Moved to Properties Dialog
• Address Book Entry Telephone Field Improvements
• Exact Match Added to Search by Company Dialog
• Global Edit GUI Update
• 'Initial' Field Renamed to 'Middle Name' and Lengthened
• Mandatory Fields for Contacts Inherited from Company or Individual
• Most Recently Used Saved Searches on Search Menu
• Multiple Email Addresses for Each Address Book Entry Supported
• New Basic Fields: 'Department' and 'Division'
• New Read-Only Field: Address Book Entry Properties Dialog 'Type' Field

• Folder Path Added to the UDF Field Display in All Views
• Longer UDF Fields
• Multiple Level UDFs
• New 'Creator' UDF Table Item Property
• New UDF Fields: 'Creator', 'Requestor' and 'Description' Field
• Searching of the Date UDF For All/Any Years Enabled
• Spin Control Added to UDF Field Properties Dialog Maximum Length Field
• UDF Tree View Improvements
• User-Ordering of UDFs Enabled

• Analytics Support
• Crystal Reports Integration
• New Crystal Reports Templates
• ReportSmith Removed

• Access to Administrator from File Menu
• Address Book Default Dialog Preference
• Administrative Preference for Appointment Location/Resource Fields
• Administrative Preference for Campaign Email Templates Location Removed
• Database 'Friendly Name' Support
• Email SMTP Server Authentication Support
• Event Notifications
• Key UDFs Preferences Page for Administrator Module
• Mandatory Address Book Entry Basic Fields
• Notes Category Field Editing Moved to Preferences > System Fields Tab
• Notify Partner of Assigned Address Book Entries and Opportunities
• Overview Page Caption System Options Preference
• Pervasive Address Book Validation
• Separate Read/Full Access Settings for Hotlist and Calendar
• Transfer of Opportunities Enabled
• User Can Add/Modify/Delete Other User's User Information
• User Level Security for Print Commands
• User Preferences Fax Driver Registry Settings
• Users Displayed as Friendly Names

• DCOM Interface for MaxExchange Synchronization Server Service Created
• Business Process Layer Using .NET Application Model Implemented
• System-Defined Fields Implemented
• Encryption Level in MaxExchange Packets Improved
• Large Binary Data Access Optimization
• New Middle Layer Objects
• Support for Long Names
• Miscellaneous Architectural Updates

• Act! and GoldMine Import Improved
• Address Book Transfer Includes Address Book and Opportunity UDFs
• Fax Option for Word Processors
• 'Microsoft Word' Added to Printing 'Send To' Group Box
• Multiple Level UDF Support
• New CSData Object
• New Customer Service Hook
• New Customization Suites
• New Notes Hook Method
• New OLE Function to Add a New UDF
• New OLE Function to Get the List of UDFs in a Folder
• New OLE Function to Retrieve Display Name
• New OLE Function to Retrieve Field's Mandatory Status
• New OLE Function to Retrieve List of Mandatory Address Book Basic fields
• New OLE Functions to Retrieve Currently Open Database's Name and Path
• ODBC Driver Supports the Customer Service Table
• OLE Function GetUserRights Additional Parameters
• OLE Function ScrollList Extended to All Windows
• Specify Leads During Import
• XML Specification Documentation

• Create Workstation Set-up Files on Server
• Crystal Reports Engine Installed Automatically
• Installer Updated to InstallShield 8
• Licensing Improvements
• Miscellaneous Installation Improvements
• Office Add-On Installation Improved
• Uninstaller Updated

• Actions Button On Frequently Used Dialogs Implemented
• Automatic Smart-Sizing of Window Tabs
• 'Description' Field Added to More Record Types
• Direct Links to all PDF Documentation on the Help Menu
• Hotlist Task History Note Indicates the Person the Task Is Assigned To
• Icon Bar Properties Dialog Modified
• Miscellaneous General Improvements
• Multiple and Boolean Searching Added to Basic Fields and UDFs
• Note Category Added to Searching and Reporting
• New Icon Bar
• New Overview Page
• New Quick Access and Recent Entries lists in the Icon Bar
• Notes Category Field on Global Edit Note Tab
• Online Help Specifies Invalid Importing Data Criteria
• Overview Page Company Announcements Security
• PDF Documentation Links on the Help Menu
• Remove/Move Icon Bar Buttons
• 'Save As' Command in Company Library and Document Window Supported
• Workflow Automation Powered by KnowledgeSync