MAXIMIZER

Maximizer Enterprise Product History

Maximizer Enterprise 9.5 – Series 1630
Released on August 8th, 2006

Type of Release:	Full Release
Suites:	eCRM SQL, CRM SQL, CRM Pervasive Client Server, CRM Pervasive Workgroup
PSN Prefix:	11269 (eCRM SQL), 11268 (CRM SQL), 11266 (CRM Pervasive Client Server, 11267 (CRM Pervasive Workgroup)
Files Modified:	All
Part Numbers:	279-CD00 (Server), 279-CD01 (Workstation)

Top New and Improved Features in Maximizer Enterprise 9.5:

Business Intelligence & Process Management Improvements
With the world standard in reportin – Crystal Reports® XI Professional – plus a Dashboard and over 175 reports included with Maximizer Enterprise 9.5, it's now even easier for managers and executives to gain accurate insights into their company's operational performance.

Visualize business drivers and make better decisions faster with an improved Executive Dashboard integrated with Crystal Reports for drill-down to detailed information.
Take advantage of pre-formatted, standard reports to save time and reduce the effort it takes to compile detailed operational data – includes sales pipeline funnel, lead status, case monitoring and more!
Instantly export data from reports or column views to Microsoft® Excel® for further manipulation and analysis.

Productivity Enhancements for Staff

Whether you use a Windows Mobile, Palm, or BlackBerry device – get your critical customer information while you're on the road. NEW MaxMobile CRM let's you install the software on your Windows Mobile device and synchronize updates to your contacts, leads, opportunities, and cases back to the corporate database. If you're using the latest Palm OS device – MaxLink works with the existing modules on your Palm for a quick synch. And if you use a BlackBerry or other wireless web device, simply login online to get real-time access to customer information through the Wireless Portal.
Use Maximizer Enterprise with the products you already use in your business. As a Microsoft Gold Certified Partner, we've built in tight integration with Microsoft® Word for personalized letters, FrontPage® for rich HTML email campaign content, and Excel® for data exporting and analysis. Plus, when you're ready for Office 2007, so is Maximizer Enterprise 9.5.
Take advantage of NEW automatic two-way synchronization of contacts, tasks and calendars with Outlook.
Give your staff CRM functionality right in Outlook with the NEW Maximizer Toolbar for Outlook. One click let's you save emails from Outlook directly to their Maximizer Enterprise record, create a new contact based on the sender's information, or simply view the contact's record in Maximizer Enterprise.
Maximizer Enterprise' email window, which you can integrate with Outlook or other email applications like Lotus Notes and GroupWise – now let's you use the popular preview pane for easier scanning of messages.
Now collaborate and book meetings with non-Maximizer Enterprise users with the NEW integration with Microsoft Exchange.
Personalize "My Work Day" for user groups based on role so people in your organization automatically get information that's important to them–including key performance measurements–delivered to their home page.
With 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. This enables you to view company profile and lead qualification details when working on a sales opportunity.
Edit user-defined fields on the fly with NEW in-line editing for faster data entry.
More spell-checking options; printing directly from within a Note; more flexibility to set your work day hours in the Calendar; emailing multiple documents from the Company Library; searching in the Company Library by file name, author, and more.

Sales Enhancements

Exploit the most flexible and powerful Opportunity Manager on the market today to implement sophisticated sales methodologies – now with more flexibility to change sales strategies at any point in the sales cycle.
Opportunity Manager now supports multiple currencies for global sales teams.
Sales teams and territories change, so Maximizer Enterprise gives you the power to re-assign leads, accounts, tasks, and opportunities quickly to the right sales representative.
Use NEW Action Plans to manage a series of standard tasks for sales processes and marketing projects – even assign tasks to multiple people, complete with alarm reminders to ensure nothing is forgotten.
Take advantage of many NEW, out-of-the-box reports–from the Opportunity Pipeline Funnel and Lead Summary to Case Resolution–to track sales performance and identify areas for improvement. Now you can follow-up effectively with your prospects who responded to email campaigns: quickly get a list of people who viewed the email and those who clicked-through to a web page.
Use the NEW interactive organizational chart to visualize who's who in your prospect's organization, and make updates with a simple drag and drop.
Designate a key decision-maker and other influencers and identify their roles in the sale.
Create a default, pre-populated form for rapid entry of new opportunities; and search opportunities by partner or competitor in the deal to find information faster.
Plan your travel days more effectively using NEW integration with Microsoft Live Local for global maps and directions.
Get partners and employees collaborating more effectively with improved, customizable Portals. Partners can now update leads and sales forecasts in real-time, to give you greater insight into partner activities.

Marketing Enhancements

Gain insight into where dollars are best spent with the NEW automatic Campaign ROI Calculator.
Close the loop on your campaigns and see greater ROI by easily retrieving a list of email campaign respondents by those who opened emails, and those who clicked-through on your landing pages – and provide those lists to sales for follow-up.
Manage marketing projects and ensure the team is on track to meet deadlines with NEW Action Plans: assign tasks and link project resources and personnel through a central interface.
Enjoy greater flexibility and improve communications by using Microsoft Word® for formatting, color and font enhancements for your rich text print, fax and email campaigns, and Microsoft FrontPage® or any other web application for your rich HTML email campaigns.

Customer Service & Support Enhancements

Save data entry time with NEW ability to create a case directly from an incoming email – it automatically matches the sender to its record in Maximizer Enterprise and uses the body of the message in the case description.
Increase call productivity with enhanced Computer Telephony Integration (CTI) configuration to enable automatic caller identification and dialing.
Let your service representatives benefit from a streamlined interface that includes tabs for Customer Service Case details, key fields, and the ability to perform global editing for mass updating or re-assigning.
Use the NEW, out-of-the-box Case Billing and Case Monitoring reports to ensure every case is promptly handled.
Decrease the time it takes to resolve cases with improved access to solution notes and article details stored in the Knowledge Base.
Save a favourite list of cases for synchronization to your Windows Mobile device with MaxMobile CRM while on the road.

Administration Advancements for IT

Easily create and distribute unique data entry windows by assigning key user-defined fields for different groups without any programming.
Expanded role-based security permits faster set-up and easier group administration for departmental settings and views for areas such as "My Work Day" home page, key fields, document templates, and Favorite Lists.
Industry Packs help you 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.
Noted for being the fastest to deploy in its class, Maximizer Enterprise now makes deployment and upgrades even faster and easier with improved support for the Microsoft Systems Management Server (SMS).
Administrator-controlled Live Update enables IT administrators to download service releases and fixes and control the automatic installation to workstations.
Maximizer Enterprise now supports Microsoft SQL 2005 Workgroup, Standard, and Enterprise editions.
Let your remote users synchronize data seamlessly with improved MaxExchange set-up: more filters for configuring user profiles, simplified criteria for filtering records to users.
Reduce synchronization loads by filtering size and age of documents to be synchronized.
Administer MaxExchange remotely by building a web services based application for web browser access.
When you're ready with the latest Microsoft platform advancements – we're ready to support you on Vista, Internet Explorer® 7, and Office 2007.

Customize More to Match Business Processes

With even greater control and flexibility, create custom windows and tabs once and then implement them on desktop client and the web-based Employee Portal to serve the needs of all users. Even customize the Customer and Partner Portals to match your business processes.
Integrate Maximizer Enterprise with accounting and ERP applications like Great Plains® with the improved accounting API that includes built-in functions for creating and viewing invoices, estimates, and credit limits.
Use industry-standard coding and do customizations faster with direct native SQL updates.
Create custom windows and applications to extend the power of Maximizer Enterprise with more VB.NET samples.

Iron-Clad Security

Web-based Employee Portal works with Microsoft .NET framework for user authentication, secure database access, session management, and system logging.
Desktop client supports Microsoft Windows single sign-on for user authentication (SQL Suites).
Safely rely on industry-standard security with public key encryption using advanced 128-bit cipher.
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 security enables you to 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.

Maximizer Enterprise 9.5 Hot Fix 1 – Series 1641
Released on October 13th, 2006

Type of Release:	Hot Fix
PSN Prefix:	N/A
Files Modified:	MxzBtr32.dll; MxzBtr32NonIndexed.dll; Maaccess.dll; MaxDbase.dll; MaxApp.exe; Import.exe; MaDiv.dll; ecOrderDLL.dll REMOTE: Spdm.exe; Maxexsql.dll

Issue Addressed by Hot Fix 1:

Key Value Generation Problem
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 Favorite Lists, Import Catalog, Search Catalog, Graph Catalog, MaxMobile synchronization, sales and marketing teams, macros, Outlook synchronization, MaxExchange remotes, column setups, key field lists, and strategies. Users may also have problems logging into the Employee Portal.
Maximizer Stops Responding Due to Accounting Link
Under some circumstances, Maximizer stops responding if you have Accounting Link Designed for use with QuickBooks installed on any of the workstations in a Pervasive.SQL Client/Server environment.

Maximizer Enterprise 9.5 Hot Fix 2 – Series 1641
Released on October 13th, 2006

Type of Release:	Hot Fix
PSN Prefix:	N/A
Files Modified:	N/A

Issue Addressed by Hot Fix 2:

Problems caused by data created before applying Maximizer Enterprise 9, Version 9.5 Hot Fix 1

Maximizer closing unexpectedly when the user accesses the Hotlist window
Users not being able to log in to the Employee Portal
User drop-down lists appearing incomplete

Maximizer Enterprise 9.5 Service Release 1 – Series 1646
Released on November 23rd, 2006

Type of Release:	Service Release
PSN Prefix:	N/A
Files Modified:	CommonFiles: InstToGAC.txt; Interop.MaAccessLib.dll; Interop.MaConfigLib.dll; Ecsecure.dll; EStoreItemListExt.dll; EventNotify.dll; IMPLODE.DLL; Interop.MaOutlAddinMAPIHelperLib.dll; Interop.MaxWinLib.dll; Interop.MeciDataMaximizerLib.dll; Interop.MeciSyncLib.dll; MaAbout.dll; MaAccess.dll; MaConfig.dll; MaDbList.dll; MaMaster.dll; MaxDbase.dll; MeciDataMAPI.dll; MeciDataMaximizer.dll; MeciShared.dll; MeciSlave.exe; MeciSync.dll; Mxmail97.dll; MxzBtr32.dll; MxzBtr32NonIndexed.dll; extensibility.dll; MaOutlAddin.dll; MaOutlAddinMAPIHelper.dll; MaOutlAddinShim.dll; Microsoft.Office.Interop.Outlook.dll; office.dll; stdole.dll Maximizer and Maximizer Sub-Folders: EmailService.exe; MaxWinFax.dll; PrintService.exe; CreateSPs_ADMN.sql; UpgradeTables7x-8x_ADMN.sql; UpgradeTables8x-9x_ADMN.sql; UpgradeTablesEnt30-Max70_ADMN.sql; KindX.ocx; MaKind.asp; Calendar\rightColumnShare.js; Calendar\UtilCalendar.js; MyWorkDay\maxHome.js; OrderDesk\ecOrderDLL.dll; OrderDesk\ecOrderDLL.tlb; Import.exe; MaDIV.dll; MaxApp.exe; MaxImport.dll; Maxwin.chm; MAXWIN.HLP; MaxWin.tlb; MaxWord.ter; MobileSplash.bmp; MXRES32.DLL; MXSTR32.DLL; Mxupdate.exe; PrintFax.ter; CustomSortTable_Russian.txt; CustomSortTable_Ukrainian.txt; ABBasicInfo.ascx; AddressBook.aspx; MaxUser.pdf; Maximizer.External.dll; ScheduledStrategy.aspx; OpportunityBasicInfo.ascx; Strategies.aspx; OpportunityBasicInfo.js; Maximizer.Wireless.dll; mastartapp.exe; MaxUser.pdf; Maxexsql.dll; Spdm.exe

Issue Addressed by Service Release 1:

Backup and Restore from Floppy Disk
When performing a backup of Maximizer Enterprise 8 data and restoring to Maximizer Enterprise 9, Version 9.5 through a data conversion from a floppy disk, the Address Book did not contain any data.

Improvements and Support Added for Products
Maximizer was updated to include the following:
- Improvements to Microsoft Fax services and support for Microsoft Fax printing
- Support and improvements for Novell Groupwise 7
- Support for importing from ACT! 2007 and ACT! Premium for Workgroups 2007

Maximizer Dialog Box Remained Open
When printing a Column Report to email, the Maximizer dialog box (Sending Report to Email System) remained open.

Exporting Numeric Values to Excel
Numeric values greater than 999 were not exporting properly from a column setup to Excel.

Follow-up Task Not Logged
Creation notes were not logged when creating follow-up tasks.

Dashboard Failed to Load in Maximizer
Opening a Dashboard from Company Announcements on computers where Internet Explorer 7 is installed generated a script error.

Task Alarm Not Dismissed in Synchronization
When a task with a reminder was synchronized between Maximizer and Outlook and the task was dismissed in Outlook, the task alarm continued to appear in Outlook.

Opportunity Entries Not Copied When Duplicating Address Book Entry
When duplicating an Address Book entry associated to opportunities, the field values for Product/Services, Categories, and Confidence rating were not copied to the opportunities in the duplicated entry.

Recurring Appointments Not Sychronizing Properly to Outlook Web Access
Recurring appointments synchronized from Maximizer to Outlook, although visible in Outlook, may not have been visible in Outlook Web Access.

Solution Notes in New Cases Not Saving Properly
If a user entered a solution note when creating a new customer service case, and then used the Apply button to save the case, the text for the solution note was cleared.

Cases Not Created Properly from Email Window
When creating a case from the Email window, the case may not have contained the right Company/Individual.

CurrentRecord Function for Refresh
RefreshCurrentRow for the CurrentRecord object is a new function allowing you to refresh the current record in the Address Book window, the Customer Service window, or the Opportunities window rather than using the RefreshAllWindows function, which refreshes all windows.

Not All Records Returned in ODBC Queries Using Client ID field
In certain circumstances, when Maximizer ODBC was used for a SQL query on the Custom_Child table on SQL databases, and a client ID was specified in the WHERE clause, only one record was returned even if more than one record matched the client ID.

Appointments Deleted After Data Transferred Back
If a user created appointments for an Address Book entry after transferring the entry to another Address Book, the appointments were deleted when the entry was transferred back.

Modifying the Stage for an Opportunity in Partner Portal
Previously, the stage in an opportunity was not designed to be modified in Partner Portal. The stage can now be manually modified as long as the opportunity doesn't have a strategy. This functionality is now consistent with Employee Portal.

Duplicate UDFs Created during Data Transfer
Transferring entries between databases by using the File > Transfer command may have resulted in the creation of duplicate user-defined fields. This issue pertained to both the Direct Address Book access and Email transfer methods.

Maximizer Enterprise 9.5 Service Pack 1 for Service Release 1 – Series 1707
Released on February 22nd, 2007

Type of Release:

Service Pack

PSN Prefix:

N/A

Files Modified:

Common Files\Maximizer:
Mxmail97.dll, MxzBtr32.dll, MxzBtr32NonIndexed.dll, Maaccess.dll, MaAbout.dll, MaDbList.dll, MeciDataMAPI.dll, MaOutlAddin.dll, MxChoose.dll

Program Files\Maximizer\MaData6:
MaxApp.exe, MaxImport.dll, MaxWord.ter, PrintFax.ter, SqlServerDb.dll

Program Files\Maximizer\Portals\Employee\bin: Maximizer.Employee.dll

Portals\Employee\bin: Maximizer.Employee.dll

Portals\Employee\Dialogs\TabbedDialogs\Tabs: ABBasicInfo.ascx

DbScripts\SqlServer: View_Opportunity.sql

Issue Addressed by Service Pack 1:

Email Recipient Name Displayed as Quotation Marks
When an email address was entered manually in the To field with no specified Display name, the recipient name was shown as quotation marks in the Sent Items.

Field Population in Microsoft Outlook Address Categories
When synchronizing Maximizer Address Book entries with Outlook, address fields were populated in the Other address category when the fields should have been populated only in the Business address category.

DSN Creation Failure in Windows Vista
A DSN creation failure caused problems in logging into the main application and also with generating reports.

Maximizer Word Processor Stops Responding
Using shared Microsoft Fax caused Maximizer Word Processor to stop responding. This issue has been resolved, however, field merging is not supported using shared Microsoft Fax. See the Maximizer website for the latest compatible product information at http://www.maximizer.com/support/products.html.

User-Defined Field Values Not Appearing After Upgrade
After upgrading from Maximizer Enterprise 7 - Version 7.5 to Maximizer Enterprise 9 - Version 9.5, user-defined field values were not displaying in the User-Defined Fields following window. The field values were displayed in the User-Defined Fields tab of an Address Book entry.

Read Access for Default Notes
When Read Access for a Default Note was set to a security group or user, any default notes created would have the Read Access right set to Public.

Truncation of Company Name Field for Opportunities
When an opportunity was created through the Maximizer ODBC driver, the Company Name field was truncated at 24 characters; the field should allow for a 78 character length.

Update of Company Name Field for Opportunities
Updates to the Company Name field for opportunities were not permitted using the following layers:
- Maximizer ODBC - Opportunity Table
- MaAccess - Opportunity Object
- SQL Views - AMGR_Opportunity View
For access through the AMGR_Opportunity View, you must run a SQL script included with this service pack.

Import Issues with ACT! 2005, ACT! 2006, and ACT! 2007
The following import issues occurred in ACT! 2005, ACT! 2006, and ACT! 2007:
- Home and Custom address were not imported
- If a Contact with the same First Name and Last Name as an existing Contact in Maximizer was imported from ACT!, it was considered a duplicate even though the details for the Contact were different and was not imported
- Phone Extension fields were not imported
- Date fields prior to 1970 were not imported

Pasting Text from Microsoft Word 2000 or Higher
If you copied text from Microsoft Word 2000 or higher, the text would not paste into the Maximizer Word Processor.

Negative Numeric Field Values Not Deleted
Under rare circumstances, numeric field values that were negative (e.g., - 1) were not deleted from the AMGR_User_Fields_Tbl table (SQL).

Key Value Generation Issue with Key Fields
Due to the Key Value Generation issue addressed in a previous release, some Key Fields could not be deleted or modified.

Maximizer Closed Unexpectedly When Saving Phone Note
Maximizer closed unexpectedly when you were recording a phone note, switched to another Address Book entry, and then saved the phone note.

Overwritten Email Message Body
Under rare circumstances, when the Flag Message option for an email was selected, the body text would be overwritten by the text "Follow up".

Hotlist Task Creation for Past Dates
Hotlist tasks for past dates were created for date user-defined fields that were flagged to be included in the Hotlist when a custom filter was applied with a past date. Hotlist tasks for past dates are no longer created.

Message Prompt to Confirm Address Updates
In Employee Portal, when you update an address for a Contact, you are now prompted with a message notifying you that changes to the address will update the address for the Company/Individual and all of its associated Contacts that use the address. You have the option of canceling the update.

Truncation of Opportunity Field Strings
When the AMGR_Opportunity View was updated by a SQL statement, the last character of Basic Information field strings for an opportunity was truncated after synchronizing with MaxExchange.

Appointments Not Synchronizing to BlackBerry Device
Appointments synchronized from Maximizer to Outlook would not synchronize to the BlackBerry device when BlackBerry Enterprise Server was used.

Slowness When Viewing User Properties
When an Address Book contained a large number of users -- i.e., 200 or more -- slowness was experienced when loading the User Properties dialog box (File > Users > Properties). Maximizer appeared to have stopped responding.