MAXIMIZER

Maximizer Enterprise Product History

Maximizer Enterprise 8 - Series 1404
Released on January 23rd, 2004

Type of Release:	Full Release
Suites:	eCRM SQL, CRM SQL, CRM Pervasive Client Server, CRM Pervasive Workgroup
PSN Prefix:	01247 (eCRM SQL), 01248 (CRM SQL), 01249 (CRM Pervasive Client Server, 01251 (CRM Pervasive Workgroup)
Files Modified:	All
Part Numbers:	259-CD00 (Server), 259-CD01 (Workstation)

Top 10 New and Improved Features in Maximizer Enterprise 8:

New Workflow Automation

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.

New Sales lead and account management

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.

Improved list and campaign management for more effective direct marketing

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.

Advanced integration with Microsoft^® Outlook^?/sup>^{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.}

Gain visibility into customers with NEW Crystal Reports^® bundle

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.

New Accounting Link Designed for use with QuickBooks

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.

Improved Customer Service & Support module

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.

Industrial-strength Web Portals for employees, partners, customers

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.

Easier to install. Stronger and faster remote synchronization with MaxExchange

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.

New calendar for better time management and collaboration

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.

Complete List of All New Features and Improvements in Maximizer Enterprise 8:

Sales

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

Marketing

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

Customer Service & Support

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

Web Portals

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

Communications

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

Synchronization

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

Calendar

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

Address Book

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

User-Defined Fields

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

Reporting and Analysis

Analytics Support
Crystal Reports Integration
New Crystal Reports Templates
ReportSmith Removed

Administration

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

Architectural

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

Integration and Customization

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

Installation

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

General Improvements

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