| Type of Release: |
Service Release |
| PSN Prefix: |
N/A |
| Files Modified: |
Common:
Maaccess.dll; MaAbout.dll; MaMerge.dll; MeciDataMAPI.dll; MxzBtr32.dll; MeciDataMaximizer.dll; MxzBtr32.dll; MxzBtr32NonIndexed.dll; MXMAIL97.DLL; Maxclock.ocx; EStoreItemListExt.dll; MaConfig.dll; MaDbList.dll; MaInterface.dll; MaMaster.dll; MaxDbase.dll; MaxMisc.dll; MxGetSet.dll; ScriptDB.dll ; MxChoose.dll; EventNotify.dll; Maximizer.Data.dll; Interop.MaAccessLib.dll; Interop.MaConfigLib.dll; MeciSlave.exe; MeciSync.dll
Maximizer Enterprise & Portals:
MaxImport.dll; MaxApp.exe; Melib.dll; Spdm.exe; Maxexsql.dll; Mxstr32.dll; UpgradeTables8x-9x_AMGR.sql; Import.exe; Maximizer.External.dll; MxAcFWrp.dll; MxAccnt.dll; ecOrderDLL.dll; ecOrderGUI.dll; KindX.ocx; mxCrdCal.dll; MaDIV.dll; MXLICRES.dll; MXTAB32.DLL; Spelldll.dll; SqlServerDb.dll; MXRES32.DLL; MaxWord.ter; EmailService.exe; LicenseApp.dll; Maximizer.Data.dll; Maximizer.Data.dll; Maximizer.Employee.dll; Maximizer.Wireless.dll; Maximizer.Web.dll; Interop.MaAccessLib.dll; Interop.MaConfigLib.dll; Interop.WebPCrypLib.dll; Interop.WebPCrypLib.dll; Portals\Customer\MaxGrid.css; MaxGrid.css; weekly_view.css
; StrategyActivity.css; MaKind.asp; CustomSortTable_Russian.txt; CustomSortTable__Ukrainian.txt; MaxWin.tlb; Maxforms.pdf; UpgradeDataAfterBtrv.sql; report.asp; CreateSPs_ADMN.sql; Opportunity Pipeline Report.rpt; bycust.rpt; appointments_monthly.js; appWinShare.js; calendarShare.js; CreateObjectExplicit.js; CreateReportControl.js; MaxGrid.js; Calendar\Util.js; UtilCalendar.js; Activities.aspx; AddressBook.aspx; AssignCase.aspx; Campaigns.aspx; CSCases.aspx; CustomerCase.aspx; default.aspx; Dialogs\UDF\EditSimpleUDF.aspx; EditTableUDF.aspx; KBase.aspx; Opportunities.aspx; QuickSearchDlg.aspx; QuickSearchDlgDate.aspx; ; ScheduledStrategy.aspx; SearchAnyField.aspx; SearchCommonFields.aspx; StrategyActivity.aspx; StrategyTreeView.aspx; ValueSetDlg.aspx; ABCases.ascx; Dialogs\TabbedDialogs\Tabs\ABOpportunities.ascx; ABOpportunities.ascx; appointments_daily.html; appointments_daily_print.html; appointments_weekly.html; appointments_weekly_print.html; otherApp_down.html; otherApp_up.html
|
| |
| Issues Addressed by Service Release 2: |
|
|
| |
Maximizer Enterprise 9 Hot Fix 1 for Service Pack 1 – Series 1625
Released on June 23rd, 2006
|
| |
| Type of Release: |
Hot Fix |
| PSN Prefix: |
N/A |
| Files Modified: |
ecOrderDLL.dll, ecOrderGUI.dll |
|
| |
| Issue Addressed by Hot Fix 1 for Service Pack 1: |
- When adding new orders or when importing a .MEC file, (ecBuilder email order file) OrderDesk stopped responding.
|
| |
Maximizer Enterprise 9 Service Pack 1 for Service Release 1 - Series 1618
Released on May 30th, 2006
|
| |
| Type of Release: |
Service Pack |
| PSN Prefix: |
N/A |
| Files Modified: |
MaAbout.dll, Maaccess.dll, MaMerge.dll, Import.exe, MaxApp.exe, Mxstr32.dll, MaxImport.dll, Maxexsql.dll, Melib.dll, Spdm.exe, Maximizer.External.dll, MeciDataMAPI.dll, MxzBtr32.dll, MxzBtr32ONonIndexed.dll, MxAcFWrp.dll , MxAccnt.dll, MeciDataMaximizer.dll
|
|
| |
| Issues Addressed by Service Pack 1 for Service Release 1: |
- Import Issues with ACT! 2005/2006
The following issues occurred with an ACT! 2005/2006 import:
- When notes were imported into Maximizer from ACT!,
the date of the note was the date the note was created, not
the displayed date from ACT!.
- Tasks and appointments that were marked as complete in ACT!,
were not marked completed in Maximizer after the import.
- The Ticker Symbol, Last Results, and Phone Label fields were
not imported to Maximizer from ACT!.
- Improved ACT! Import Process for ACT! 2005/2006
Previously, a direct import of ACT! data was not supported.
The Maximizer Import utility has been improved to support the
direct import of ACT! 2005/2006 data into an Address Book.
The following requirements must be met in order to use this
functionality:
- you must be logged in as a Windows administrator
- in Maximizer Enterprise, you must be logged in as the Master user
- the ACT! database (SQL Server instance) must be on the computer where the import is being performed.
The new improved import process works differently from what is described in the Maximizer Enterprise version 9
Administrator's Guide, although the documented method is also valid. For information on the new process, see the following
knowledge base article:
How-To: Import ACT! 2005/2006 or ACT! Premium for Workgroups 2005/2006 database
- X_ Characters Cause Issues with MTI
User-defined field names preceded by the letter X and an
underscore were incorrectly associated with a Contact rather
than the Company or Individual when using MTI (Maximizer
Transfer Interface) for an import.
- Out of Memory Message
Users received an "out of memory" message when using Outlook Express or Outlook as their default email client.
The issue occurred when a user attempted to open an email.
- First and Last Name Order Reversed
When the default Full Name order was set to "Last, First" in Outlook, first and last names would be reversed after
contacts were synchronized from Maximizer.
- Recurring All-Day/Multiple-day Appointment Transactions
Recurring all-day or recurring multiple-day appointments created in Outlook and synchronized with Maximizer using
Microsoft Outlook Synchronization or MaxSync for Microsoft Exchange caused unnecessary MaxExchange transactions.
- Location for Appointments Does Not Appear
When a recurring appointment was created in Maximizer and then synchronized to Outlook, the Location field in the
Outlook appointment dialog box was blank. The location appeared correctly in the tooltip when mousing over the
appointment and in the calendar views.
- Outlook Synchronization of Contacts
When a user had full access rights to a Maximizer Contact through user rights or group rights, but did not have read
access rights through a group, the Contact would not synchronize with Outlook.
- User ID Uniqueness Not Checked
Maximizer User ID uniqueness was not checked when new users
were created and as a result user information could be
overwritten.
- Insert/Update in ODBC UDF_Table_Item Table
Insertion of records and updates to Name fields were not working properly for the ODBC UDF_Table_Item table (Pervasive
databases).
- Contact/Individual Conversion
When a Contact with associated records being stored in the
Custom_Child table was converted to an Individual, the records
in the table were not converted and were deleted. Similarly,
the same issue occurred when converting an Individual to
a Company or Contact.
- Default Printer in a Citrix Environment
Under certain circumstances in a Citrix operating environment,
the default printer for Maximizer was incorrect.
- Opportunity Fields Now Full Access
The Opportunity.Cont_Client_Id and Opportunity.Cont_Cont_Number
fields were read-only. This was an ODBC driver issue. The
fields can now be inserted and updated. |
| |
Maximizer Enterprise 9 Hot Fix 2 for Service Release 1 - Series 1609
Released on March 8th, 2006
|
| |
| Type of Release: |
Hot Fix |
| PSN Prefix: |
N/A |
| Files Modified: |
MaxImport.dll, Import.exe, MaxApp.exe, Melib.dll, Spdm.exe, Maxexsql.dll, MXSTR32.DLL, Maximizer.External.dll, UpgradeTables8x-9x_AMGR.sql, MaAccess.dll, MaAbout.dll, MaMerge.dll, MaxImport.dll, Import.exe
|
|
| |
| Issues Addressed by Hot Fix 2 for Service Release 1: |
- When upgrading from Maximizer Enterprise 5, 6, 7, or 7.5 (Pervasive) to Maximizer Enterprise 9 (Pervasive),
alphanumeric user-defined field values longer than
40 characters would be truncated to 40 characters after
upgrade.
To resolve this issue, you must install this hot fix
BEFORE UPGRADING YOUR MAXIMIZER ADDRESS BOOK TO VERSION
9. (Other issues described in this hot fix are resolved
by this hot fix, even if this hot fix is installed after
upgrading the Address Book.)
For more information about this issue, please refer to
the following Knowledge Base article:
Conversion Truncates AlphaNumeric UDF Data at 40 Characters
- When moving a Contact Address Book entry to a different
Company or Individual Address Book entry, if the Contact
had related records in the Custom_Child table, those
Custom_Child records would be deleted instead of being
kept with updated Client_Id and Contact_Number.
- On Customer and Partner portals, a date comparison
error occurred, which caused the following error message
to appear:
This portal is currently either not enabled or is set
for use with an invalid Maximizer Address Book.
Administrators should modify their configuration file
to enable. Try to login again later.
- When the Maximizer Enterprise 9 import utility attempted
to import a table user-defined field item that didn't
already exist in the target Address Book, it would create the new item. However, if the item contained more than 30 characters, it would create the item in the target Address Book whether it already existed or not, resulting in duplicate items. This issue applies to importing text-format files only, such as tab-delimited or comma-separated values (.csv) import files.
|
| |
Maximizer Enterprise 9 Hot Fix 1 for Service Release 1 - Series 1605
Released on January 30th, 2006
|
| |
| Type of Release: |
Hot Fix |
| PSN Prefix: |
N/A |
| Files Modified: |
MaAbout.dll, MaAccess.dll, MaMerge.dll, MaxApp.exe, Maxexsql.dll, MaxImport.dll, Melib.dll, MXSTR32.DLL, Spdm.exe
|
|
| |
| Issues Addressed by Hot Fix 1 for Service Release 1: |
MAXEXCHANGE REMOTE:
- Under some circumstances, MaxExchange remotes would send
an unusually large packet to the MaxExchange server.
This large packet might have contained records that
already existed in the Address Book on the server, and
processing this packet on the server could create
duplicate column setup records on both the server and
the remotes. This issue has been resolved.
PHONE CALLS:
- After opening the Phone dialog box through the Tools >
Phone menu item or by clicking the Phone button on the
toolbar, and then clicking the Dial button, the Previous
and Next buttons would become unavailable after clicking
the Hang Up button. This issue has been resolved.
- While using the Phone dialog box to log a phone call,
user-defined field values assigned through the
User-Defined Fields following window were not added to
the phone note. This issue has been resolved.
IMPORTING THIRD-PARTY DATA:
- When importing data from ACT! 2005/2006 or ACT! Premium
for Workgroups 2005/2006, history records and
user-defined or custom fields from ACT! were not
imported. This issue has been resolved.
- When importing data from a SQL GoldMine database,
calendar entries were not imported unless you imported
the default GoldMine database called "goldmine". This
issue has been resolved.
GENERAL:
- Under some circumstances, when opening an Address Book
entry in view mode, Maximizer Enterprise would terminate
unexpectedly. This issue has been resolved.
|
| |
Maximizer Enterprise 9 Service Release 1 - Series 1552
Released on January 10th, 2006
|
| |
| Type of Release: |
Service Release |
| PSN Prefix: |
N/A |
| Files Modified: |
N/A |
|
| |
| Issues Addressed by Service Release 1: |
GENERAL:
- Installing this service release on a trial version of Maximizer Enterprise 9 increases the number of Maximizer Enterprise and Portal trial licenses to unlimited.
- After restoring an Address Book on a Pervasive database, the size of the Mxzn.max, Mxztran.max, and Mxztran5.max files increased substantially. This issue has been resolved.
- On a Maximizer Pervasive Workgroup server, a short time
after running Microsoft Word and opening a new document,
Word would prompt the user to save changes to the
document. If the user clicked Yes, Word would close.
This issue has been resolved.
- Creating a new Address Book using a non-English version
of Microsoft SQL Server would sometimes result in an
error message and the new Address Book would not be
created. This issue has been resolved.
USERS:
- When modifying users' access settings in the Access
Settings dialog box, all settings would appear blank.
This issue has been resolved.
- The pegboard sometimes would not display all users. This issue has been resolved.
ADDRESS BOOK ENTRIES:
- When moving one company to another, if the source
company had an opportunity with a contact, the contact
would be lost. This issue has been resolved.
OPPORTUNITIES:
- In an opportunity, if the user completed the strategy's
activity and then selected the option to schedule a
follow-up task, the follow-up task would not be saved.
This issue has been resolved.
- After editing the default opportunity entry, the
Contacts following window would no longer sort
correctly. This issue has been resolved.
- After creating an opportunity with a start date and
close date, and then inserting the start date and close
date merge fields into a Maximizer Word Processor
document, the dates in the document would be merged as
mm/dd/yyyy instead of dd/mm/yyyy. This issue has been
resolved.
- When the contact for an opportunity was changed, the
strategy activities for that opportunity would remain
associated with the original contact. This issue has
been resolved.
CAMPAIGNS:
- If the user added a fax or print activity to an
Automated Campaign template from the Address Book
window, rather than from the Campaigns window, and then
inserted merge fields into the message body using
Microsoft Word, the values of those merge fields would
not be retrieved. This issue has been resolved.
- When an automated fax campaign was created in Microsoft
Word, the faxes sent to all campaign subscribers would
contain the merge field values from the first
subscriber. This issue has been resolved.
- Under certain circumstances, the Maximizer Email Service
authentication would generate an error message when
sending automated email campaigns. This issue has been
resolved.
APPOINTMENTS, ACTION PLANS, AND ACTIVITIES:
- After combining or moving Address Book entries, related
appointments, action plans, or activities were sometimes
lost. This issue has been resolved.
- After converting a contact to an individual or an
individual to a company, action plans and activities
were lost. This issue has been resolved.
- Adding an appointment through the Activities tab set
the default date to the date selected in the weekly
calendar instead of the current date. This issue has
been resolved.
- If the Maximizer Print/Fax Service was running, and a
user created an appointment and selected the Email
Reminder checkbox, the Print/Fax Service would turn the
email reminder off on its next cycle and the email
reminder would not be sent. This issue has been
resolved.
OUTLOOK SYNCHRONIZATION:
- When the operating system time was set to a time zone
in the southern hemisphere, such as
"GMT +10:00 Canberra, Melbourne, Sydney" and when
daylight saving time was in effect (between October
and March), appointments synchronized from Maximizer
Enterprise to Microsoft Outlook would be set one hour
ahead in Outlook. This issue has been resolved.
EMAIL:
- Support added for Novell GroupWise 6.5 email client.
- When email messages contained an image in the message
body, the image would not display when viewing the email
in Maximizer, and the image would not be included when
forwarding or replying to the email message. This issue
has been resolved.
- For email messages with attachments, users could not
open attachments the first time an email message was
opened, but after closing and reopening the email
message, they could open attachments. This issue has
been resolved.
- When creating or updating an Address Book entry from
an email message by dragging and dropping the email
message to the Address Book window in Maximizer, the
email address in the Address Book entry would not be in
SMTP format. This issue occurred only with email
messages received from internal users on a Microsoft
Exchange Server. This issue has been resolved.
DOCUMENTS AND COMPANY LIBRARY:
- Double-clicking a .bmp, .tif, or .tiff image in the
Documents following window or Company Library would not
open the image. This issue has been resolved.
DASHBOARD:
- Displaying Dashboard in My Work Day would sometimes
display an error message or cause Maximizer to stop
responding. This issue has been resolved.
- If SSL was enabled on the IIS server for the Kind and
KindASP virtual directories, and MaConfig was changed to
use https:// in the KIND_ASP url, the dashboard
indicators would load but would not display any data.
This issue has been resolved.
REPORTS:
- The Reports > Crystal Reports menu supported a maximum
of 50 sub-menus. This limit has been increased to 200.
IMPORTING:
- In Maximizer Enterprise Pervasive, if a new Address Book
was created in Maximizer rather than in Administrator,
and then the user attempts to import from an ACT! 2005
or GoldMine corporate edition database, an error would
occur. This issue has been resolved.
- Some ACT! 2005 and GoldMine corporate edition import
options were available in Maximizer Enterprise Pervasive
Address Books, but those options applied to Maximizer
Enterprise Microsoft SQL Address Books only. This issue
has been resolved.
MAXEXCHANGE REMOTE ISSUE RESOLVED BY THIS SERVICE
RELEASE
- On a MaxExchange remote with a FAT32-formatted hard
drive, packet processing terminated unexpectedly or
displayed the "Queuing up for processing" status
message. This issue has been resolved.
PORTAL ISSUES RESOLVED BY THIS SERVICE RELEASE
EMPLOYEE PORTAL:
- Displaying Dashboard in My Work Day in Internet Explorer
would sometimes display an error message or cause
Internet Explorer to stop responding. This issue has
been resolved.
- When a strategy was assigned to an opportunity in
Employee Portal, and no start date was specified for the
strategy, the selected strategy would not be saved with
the opportunity. This issue has been resolved.
- When the Start Date of an opportunity had been set
manually in Employee Portal, the strategy could not be
changed. This issue has been resolved.
- When a workstation that had previously connected to a
Maximizer Enterprise 8 Employee Portal attempted to
connect to a Maximizer Enterprise 9 Employee Portal, a
404 Not Found error message would sometimes appear.
This issue has been resolved.
- After entering information in the Solution Notes field
of a customer service case and then saving the case, the
content of the Solution Notes field would not be saved.
This issue has been resolved.
- If the Status field was set to "Resolved" from the Basic
Information tab of a customer service case, an error
message would occur when saving the case. This issue
has been resolved.
- Email messages saved to the Documents following window
could not be downloaded in Employee Portal. This issue
has been resolved.
- Changing the strategy for an opportunity in Employee
Portal would result in an error and the strategy would
not be changed. This issue has been resolved.
EMPLOYEE, CUSTOMER, AND PARTNER PORTAL:
- When modifying the address of an Address Book entry from
the Mailing Addresses dialog box in Employee, Customer,
or Partner Portal, the address change would not save.
This issue has been resolved.
CUSTOMER AND PARTNER PORTAL:
- In Customer and Partner Portal, adding a large number of
external links to the sidebar Links list would sometimes
prevent any links from being visible. This issue has
been resolved.
EMPLOYEE PORTAL FOR WIRELESS PDAs:
- In Employee Portal for Wireless PDAs, if the culture
setting in the web.config file was changed to a value
other than "en-US", the Month drop-down list for date
user-defined fields would still use the en-US culture
setting. This issue has been resolved.
- The User ID field on the login screen of Employee Portal
for Wireless PDAs was always pre-populated with the
JNAPOLI username. This issue has been resolved.
MAXIMIZER ODBC DRIVER ISSUES RESOLVED BY THIS SERVICE RELEASE
- Installing this service release installs two new Maximizer ODBC driver files. MxzBtr32IndexedSR1.dll: This file is the new indexed version of the original MxzBtr32.dll file. MxzBtr32NonIndexedSR1.dll: This file is the new non-indexed version of the original MxzBtr32NonIndexed.dll file.
IMPORTING VERTICAL TEMPLATES
- With this service release, you can install vertical templates for various industries, including real estate, financial, high tech, home office, legal, and sales. Importing a vertical template creates various industry-specific column setups, saved searches, Key Fields lists, Action Plan templates, document templates, Company Library documents, user-defined fields, etc.
- A detailed document is available for the Real Estate vertical template. After installing this vertical template, you will be prompted to open the document.
IMPORTING FROM ACT! 2005 OR ACT! PREMIUM FOR WORKGROUPS 2005 TO MAXIMIZER ENTERPRISE - PERVASIVE
- Importing data into Maximizer Enterprise 9 Pervasive Address Books from ACT! 2005 or ACT! Premium for Workgroups 2005 is now supported.
IMPORTING FROM GOLDMINE 6.x CORPORATE EDITION TO MAXIMIZER ENTERPRISE - PERVASIVE
- Importing data into Maximizer Enterprise 9 Pervasive Address Books from GoldMine 6.x Corporate Edition is now supported.
This information applies to Maximizer Enterprise 9 Pervasive Address Books only. Maximizer Enterprise 9 SQL Address Books already support the importing of GoldMine 6.x Corporate Edition.
|
| |
Maximizer Enterprise 9 Hot Fix No. 1 - Series 1547
Released on November 25th, 2005
|
| |
| Type of Release: |
Hot Fix Release |
| PSN Prefix: |
N/A |
| Files Modified: |
CFGINI.dll; MaAccess.dll; MeciDataMAPI.dll; MeciDataMaximizer.dll; KindX.ocx; MaxApp.exe; MaxImport.dll |
|
| |
| Issues Addressed by Hot Fix 1: |
- Number of trial licenses increased: Installing this hot fix on a trial version of Maximizer Enterprise 9 increases the number of Maximizer Enterprise and Portal trial licenses to unlimited.
- Problems with merge fields in Microsoft Word campaign templates when adding fax or print activities to an Automated Campaign template from the Address Book window: If the user added a fax or print activity to an Automated Campaign template from the Address Book window, rather than from the Campaigns window, and then inserted merge fields into the message body using Microsoft Word, the values of those merge fields would not be retrieved.
- Follow-up tasks created from a strategy activity would not save: In an opportunity, if the user completed the strategy's activity and then selected the option to schedule a follow-up task, the follow-up task would not be saved.
- Problems displaying Dashboard in My Work Day: Displaying Dashboard in My Work Day in Maximizer or Internet Explorer (if using Employee Portal) would sometimes display an error message or cause Maximizer or Internet Explorer to stop responding.
- Incorrect time synchronization to Outlook with daylight saving time in southern hemisphere time zones: When the operating system time was set to a time zone in the southern hemisphere, such as "GMT +10:00 Canberra, Melbourne, Sydney" and when daylight saving time was in effect (between October and March), appointments synchronized from Maximizer Enterprise to Microsoft Outlook would be set one hour ahead in Outlook. This issue occurred in both Maximizer Enterprise's built-in Outlook Synchronization and in MaxSync for Microsoft Exchange.
- Incorrect appointment time displayed in appointment reminder dialog box in Microsoft Outlook: For appointments that were synchronized from Maximizer Enterprise to Microsoft Outlook, the appointment reminder dialog box in Outlook displayed the reminder alarm time rather than the scheduled appointment time.
- Importing data into Maximizer Enterprise 9 Pervasive Address Books from ACT! 2005 or ACT! 2005 Premium for Workgroups is now supported: See Knowledge Base article 051123-000050 for notes describing how to import from ACT! 2005 or ACT! 2005 Premium for Workgroups to a Maximizer Enterprise 9 Pervasive Address Book.
- Importing data into Maximizer Enterprise 9 Pervasive Address Books from GoldMine 6.x Corporate Edition is now supported: See Knowledge Base article 051123-000050 for notes describing how to import from GoldMine 6.x Corporate Edition to a Maximizer Enterprise 9 Pervasive Address Book.
|
| |
Maximizer Enterprise 9 - Series 1544
Released on November 3rd, 2005
|
| |
| Type of Release: |
Full Release |
| Suites: |
eCRM SQL, CRM SQL, CRM Pervasive Client Server, CRM Pervasive Workgroup |
| PSN Prefix: |
11256 (eCRM SQL), 11257 (CRM SQL), 11258 (CRM Pervasive Client Server, 11259 (CRM Pervasive Workgroup) |
| Files Modified: |
All |
| Part Numbers: |
269-CD00 (Server), 269-CD01 (Workstation) |
|
| |
| Top New and Improved Features in Maximizer Enterprise 9: |
Business Intelligence & Process Management Improvements
- IMPROVED Executive Dashboard: Visualize key performance indicators in order to make better decisions faster then drill-down to detailed information with Crystal Reports.
- MORE out-of-the-box reports Now over 175 new standard reports including sales pipeline funnel, lead summary, case resolution to manage your business more effectively.
- NOW INCLUDES Crystal Reports XI Professional by Business Objects to customize reports. Now instantly export data to Microsoft Excel for further manipulation.
- Now instantly export data to Microsoft Excel for further manipulation.
Productivity Enhancements for Staff
- IMPROVED On Demand Access: get up-to-the-minute information directly on your desktop in the office or remotely on your laptop, another computer using a web browser, your handheld or smart phone device through synchronization or wireless connectivity (Palm, Treo, BlackBerry, or Pocket PC). Experience the same look and feel of Maximizer Enterprise through the web or through the desktop client with increased functionality and flexibility through the web.
- DEEPER Microsoft Office Integration: Use Maximizer Enterprise with the products you already use in your business with improved integration with Microsoft Word and Excel.
- IMPROVED Outlook Integration: Take advantage of NEW automatic two-way synchronization of contacts and calendars with Outlook.
- NEW Microsoft Exchange Integration: Now collaborate and book meetings with non-Maximizer Enterprise users with the NEW integration with Microsoft Exchange.
- Personalized Home Page: Personalize My Work Day for users based on role so you automatically get information thats important to youincluding Dashboards that deliver key performance indicators.
- NEW centralized user-defined fields: easily view and update Address Book entry fields through the Contacts, Opportunities and Cases for one-click access to the information you really need.
Sales Enhancements
- IMPROVED flexible and powerful Opportunity Manager: implement sophisticated sales methodologies that track success factors, key decision-makers, influencers, and activities to enable you to collaborate on deals through an improved, streamlined interface.
- NEW Action Plans: if you have more straightforward sales & marketing processes, such as a step-by-step sales plan, use the new Action Plans to save time and ensure nothing is missed.
- NEW out-of-the-box sales reports: from the Opportunity Pipeline Funnel and Opportunity Analysis by Leader to Leads Summary - track sales performance and identify areas for improvement.
- IMPROVED Portals: Collaborate more effectively by enabling partners to now edit contact information and sales forecasts in real-time, to give you greater insight into partner activities.
- Customer Service & Support Enhancements
Marketing Enhancements
- NEW Action Plans: Manage marketing projects and ensure the team is on track to meet deadlines; assign tasks and link project resources and personnel through a central interface.
- IMPROVED Microsoft Word integration: Enjoy greater flexibility and improve communications by using Microsoft Word for formatting, color and font enhancements for your rich text and HTML print, fax and email campaigns.
Customer Service & Support Enhancements
- IMPROVED CTI configuration: save time and increase inbound & outbound call productivity.
NEW out-of-the-box reports: Case Billing, Case Resolution, and Case Monitoring reports ensure every case is promptly handled.
- NEW out-of-the-box reports: Case Billing, Case Resolution, and Case Monitoring reports ensure every case is promptly handled.
- IMPROVED Knowledge Base access: Decrease the time it takes to resolve cases with improved access to solution notes and article details stored in the Knowledge Base.
- Streamlined interface & management: Now perform global editing for mass updating or re-assigning.
Administration Advancements for IT
- NEW Systems Management Server: Upgrade even faster and easier with support for SMS (including Microsoft SMS).
- NEW Administrator-controlled Live Update: download service releases and fixes and control the automatic installation to workstations.
- IMPROVED quick set-up of custom windows: Now simply assign key user-defined fields for different groups of users.
- EXPANDED role-based security: faster set-up and easier group administration for departmental settings and views.
- IMPROVED Industry Packs: get up and running faster with built-in process automation based on best practices specific to your industry, including fields, data views, Action Plans, sales processes, document templates, and macros.
- Supports Microsoft SQL 2005.
Customize More to Match Business Processes
- NOW Customize windows and tabs: now available for both desktop and web-based clients to serve the needs of all users.
- IMPROVED accounting API: integrate Maximizer Enterprise with accounting applications with built-in functions for creating and viewing invoices, estimates, and credit limits.
- Direct native SQL updates: use industry-standard coding and complete customizations faster.
- More VB.NET samples provided.
Iron-Clad Security
- Employee Portal built on Microsoft .NET framework: user authentication, secure database access, session management, and system logging.
- ADVANCED 128-bit cipher using industry-standard security with public key encryption.
- EXPANDED role-based security: Be sure your data is protected from all access points (such as custom reports, integration, and SQL queries) with expanded role-based security at the database level.
- EXPANDED record and field-level security: assign record and field-level full and read-only access throughout the Address Book and Notes so you can share information and protect it at the same time.
|
| Complete List of All New Features and Improvements in Maximizer Enterprise 9: |
Sales
- Add the Contact Following Window to the Opportunities Module
- Search for Opportunities by Partner/Competitor
- Improve Opportunity Interface
- Enhance UDF tab for Opportunities
- Opportunity Pipeline Funnel Report
- Sales Performance Reports and Forecast Reports
- Create New Accounting Transactions from Existing Transactions
- Create Invoice Directly from Estimate
- Modify View Customer/Vendor Information
- Implement Accounting Integration for QuickBooks Australia
- Implement Accounting Integration for QuickBooks UK
- Opportunity Sales Plans tab Strategy Modifications
- Search Address Book by Partner
- Add Products/Services and Categories Fields into the Opportunity Dialog
- Implement Button on View Bar for New Opportunity Pipeline Report
- Support Key Fields in Opportunity Dialog
- Automatically Assign the Company/Individual Partner to the Opportunity
- Sales Leads Summary Reports
Marketing
- New Marketing Campaign Metrics/Reports
- Improve Automated Campaigns Interface
- Enhance UDF Tab for Automated Campaigns
- Clean up Error Code Handling in Email
- Modify Campaign Manager's Email Activity Dialog
- Rename 'Campaign Manager Statistics Web Service'
- Add Microsoft Word Support to the Campaign Manager's Print/Fax Campaigns
- Add Microsoft Fax Support for MaxEditor Templates
- Support Key Fields in Automated Campaign Dialog
- Convert eStore Customer Profiling Functionality to ASP.NET
- Calculate Automated Campaign ROI
Customer Service & Support
- Customer Service Cases Support Multiple Products
- Support Customization of Customer Service Case Status
- Knowledgebase Search at Time of Case Resolution
- Customer Service Case Email on Resolution to Include Details
- Support Favorite Lists for Customer Service
- Improve Customer Service Case Interface
- Enhance UDF Tab for Cases
- Customer Service UDFs Support Mandatory Attribute
- Billing by Rep/Product/Queue/All by Date Range
- Case Resolution Time Report
- Customizable Customer Service Actions and Notifications
- Improve Case List Filter
- Update Status Filter in Customer Service Following Window
- Implement Solution Notes in Solution Information & Billing tab
- Update the Key Fields Section in Case Dialog
- Case Monitor Report
Web Portals
- Enable Send and Save Emails from the Employee Portal
- Allow Icon Bar to Hide in Employee Portal
- Add Company/Contact/Individual on Wireless Employee Portal
- Modify/Delete Companies/Contact/Individuals on Wireless Employee Portal
- Add/ Modify/Delete Address Book UDF Values on Wireless Employee Portal
- Modify/Delete Notes on the Wireless Employee Portal
- Add/Modify/Delete Opportunity UDF Values on Wireless Employee Portal
- Enable Send and Save Emails from the Wireless Employee Portal
- Support Strategy-based Opportunities in Employee Portal
- Support Document Add/Edit through the Portals
- Support Column Setups in the Opportunity Window of the Employee Portal
- Support Column Setups in the Campaign Window of the Employee Portal
- Support Column Setups in the Customer Service Case Window in Employee Portal
- Support Column Setups in the Employee Portal
- Implement New Address Book Dialog
- Implement New Opportunity Dialog
- Implement New Customer Service Case Dialog
- View Appointments by Location/Resource
- Enhance My Work Day in Employee Portal
- Add/View Recent Entries
- Add/Modify/Delete Favorite Lists
- Update the Employee Portal User Interface
- Implement Paging in the Employee Portal
- Allow the User to Turn Off the Tabs in the Icon Bar
- Support Add/Modify Default Entries and Notes in the Employee Portal
- Opportunity Access from the Partner Portal
- UDF Modifications in Employee Portal
- Modify Wireless Employee Portal Navigation Page
- Next/Prev Buttons in the Employee Portal Calendar
- Update the Partner and Customer Portals User Interfaces
- Display the MaxExchange Distribution field in Details Section
- Support Entity Type Field of Notes Table
- Implement Key Fields
- Implement Activities Tab
- Allow the User to Send Email Reminder for Appointments
- Add Email Reminder Checkbox to Wireless Employee Portal
- Support Employee Portal Opportunities with Strategies in Database
- Customizable Customer Service Actions and Notifications
- Implement Two-Level Security for Note Entries
- Implement New Address Book Entry Dialog for Partner Portal
- Case Access from the Partner and Customer Portals
- UDF Order Follows Set Up UDFs Setting
- Add Products/Services and Categories Fields into the Opportunity Dialog
- Update Login Pages for Employee Portal
- Update Login Pages for Partner and Customer Portals
- Implement New Campaign Dialog
- Automatically Assign the Company/Individual Partner to the Opportunity
- Implement WebHelp and Link to User's Guide
- Users can Add Appointments Related to Opportunities, Campaigns, and Cases
- Enable Setting Appointment Reminder in Employee Portal
- Select Sales Team and Leader in Opportunity in Employee Portal
- Partners can Modify Opportunities in Partner Portal
Communications & Scheduling
- HTML Auto Signature for Email
- Improve VIM Email Support
- Implement Pocket PC Synchronization via Outlook
- Implement Outlook Data Access Module - Appointments
- Implement Maximizer Data Access Module - Appointments
- Support Managing of Synchronization Settings (Microsoft Exchange Synchronization)
- Support Managing of Synchronization Settings (Outlook Synchronization)
- Implement Synchronization with Microsoft Exchange
- Improve Microsoft Outlook Synchronization
- Support Outlook Contacts Synchronization
- Action Plan Template Library
- Action Plan Activities Dialogs
- Action Plan Scheduling
- Action Plan Properties
- History Note for Scheduled Action Plan
- Support Outlook and Microsoft Exchange Synchronization on Pervasive
- Modify Action Plan Save as Template
- Implement Next and Previous Buttons in the Calendar
- Support Recurring Appointments (Microsoft Exchange Synchronization)
- Support Recurring Appointments (Outlook Synchronization)
Address Book
- Improve Address Book Interface
- Enhance UDF tab for Address Book Entries
- Update the Key Fields Section in Address Book Dialog
- Update View Activities for Address Book Entry to Open Activities Dialog
Reporting and Analysis
- Updates to Crystal Reports
- Dashboard Improvements
- Export Column Report to Excel
Administration
- Implement Mandatory Opportunity Basic Fields
- Improve Interface for Ordering UDFs/Folders/Table Items
- Implement Global Edit of Customer Service Cases
- Default Entry for Notes
- Improve Key Fields Interface
- Common Dialog to Support Mandatory Fields for all Modules
- Default Entry for Opportunity
- Remove Web Deployment Dialog
- Add the MaxExchange Administrator's Guide to the Help Menu
- Improve Duplicate Checking
- Improve Roles/Group Security Rights
- Convert Data from Competitor's Products
- Restore 'Default MaxExchange Distribution' Button
- Maximizer Live Update Manager
- Create Live Update Management Specification
- Create Live Update Training and Localization Datasheet
- Add Dropdown for Selecting SQL Database Collation to Database Creation Wizard
Architectural
- Eliminate the dld_q intermediary step (MaxExchange email synchronization)
- Update Record in Use to Show Who is Using It
- Modify Letters Table to not use OLE
- Convert Certain Fields to Relational Tables
- Modify syserr.elh and sysmsg.mlh
- Optimize UDF Internal Application Data Store and New Tree Control
- Support Microsoft SQL 2005
- Implement Two-Level Security for Address Book Entries
- Improve Performance of Palm Link Synchronization with SQL DB
- Modify Method of Storing UDF Custom Sort Information
- Use Triggers to Generate Transactions
- Implement Two-Level Security for Note Entries
- Improve Infrastructure for Add-in Vertical Packs
- Implement Security Model in Database Layer
- Implement UDF Views for Pervasive Implementations
- Create UDF View for UDF Created Within Maximizer Enterprise
- Standardize MaxAlarm and MaxFinder Encryption
- 'Entity Type' Column for Notes tables/views
- Maintain Support for Chinese Characters
- Rename MaData6.dat to MaxApp.exe
- Implement 3rd Party Tables in Database
- Support Synchronizing 3rd Party Tables via MaAccess
- Support Synchronizing 3rd Party Tables via SQL Views
- Support 3rd Party Tables in Maximizer Data Layers
- Implement Action Plan Database Changes
- Implement File Version Update in All .NET Builds
- Optimize the Main UDF Following Windows
- Improve CSCases_View Implementation
- Support SDK 4.0 in Accounting Link
- Support Palm OS 5.4.5
- Support Pervasive 9
- Implement Maximizer vs. Max Enterprise Differences
- Support Employee Portal Opportunities with Strategies in Database
- Modify SQL Server UDF Views to be Updateable and to Support Maximizer Security
- Support Synchronizing 3rd Party Tables via Maximizer ODBC
- Implement 'Entity Type' Column for Documents tables/views
- Support .NET Assemblies for BP Window
- Increase TO, CC, BCC field size for the AMGR_Email table
- Add Autotranslate Setting to Config Table
Integration & Customization
- XML Export for Address Book Entries - Support Optional UDF/Notes/Documents
- Opportunity and Customer Service Hook
- Support Customer Service Cases for XML Import/Export
- Support International Characters for XML Import/Export
- Support Insert Merge Fields with OrderDesk Items
- Improve CTI Documentation
- Enhance CTI System Compatibility
- Improve CTI Functionality
- Improve XML Import/Export for Contacts
- Support Automated, Unattended XML Imports
- Improve XML Import
- Build and Install a MaxExchange Web Service Wrapper for the Customization Suite
- Update Customization Suite Examples and Installed Samples
- Make TAPI Checkbox Visible
- Allow Integrators to Add Tabs to Existing Portal Dialogs
- Support Custom Actions Menu Items on Main Portal Dialogs
- WordPerfect Supports Insert Merge Fields with OrderDesk Items
- Implement Two-Level Security for XML Import
- Implement Templates for Customizable Customer Service Notifications
- Enable Exact Number Matching
- Enable Integrators to Trigger Queries only if BP Window is Visible
Installation & Licensing
- Maximizer Live Update Service
- Implement Multi-User and Trial Licensing for the Accounting Link
- Support Remote Automated Installation
- Update Select Features Dialog Text Descriptions
- Use New Version of Installshield for the Maximizer Enterprise/Maximizer Installs
- Improve Customer Information Page in Accounting Link Installation
- Make EULA Available After Install
- Use New Version of Installshield for the Customization Suites Installs
- Use New Version of Installshield for the MaxExchange Install
- Use New Version of Installshield for the PalmLink Install
- Use New Version of Installshield for the Accounting Link Install
- Implement MaxSync for Microsoft Exchange Installation
- Update Beta PSN/PLNs and Digital Certificate
- MaxExchange Server Manager Only Installation Displays Server Name
- Crystal Reports XI Install
- OCX Controls Installed with Maximizer Enterprise
- Remove 90 Day Trial Extension
General Improvements
- Display Recently Created Favorite Lists
- Ability to Delete Attachments from Saved Documents
- Implement Spell Check on More Dialogs
- Allow Printing to PDF
- UDF Value Property Dialog to Display Last Modify Information
- Implement Note Categories for Opportunities and Campaigns
- Dashboard Improvements (My Work Day)
- Allow Saved Searches from Custom Buttons
- Updated Note Dialog
- Modify Default Note Layout
- Add Description Field to the Modify Favorite List Dialog
- Implement Activities Tab
- Integrate with Microsoft MapPoint
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