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Maximizer Enterprise Product
History
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Maximizer Enterprise 9 - Series 1544
Released on November 3rd, 2005
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| 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) |
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| 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 揗y Work Day?for users based on role so you automatically get information that抯 important to you梚ncluding 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.
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| 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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