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Customer Support: Group & Enterprise


 Software Add-ons

  • MaxExchange Synchronization Server 12
  • Maximizer CRM Customization Suite 12
  • MaxSync 12 for Microsoft Exchange
  • MaxMobile 12 for BlackBerry
  • MaxMobile Wireless Server 12
  • Maximizer Live Update Manager 12
  • Workflow Automation 2000 (8.0) Powered by KnowledgeSync
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 Supported Operating Systems

  • Microsoft Windows 8
  • Microsoft Windows 7 Home Premium, Professional, Ultimate, and Enterprise (32-bit and 64-bit edition) (with latest updates)
  • Microsoft Vista Home, Business, Ultimate, and Enterprise (32-bit and 64-bit edition) (with latest updates)
  • Microsoft Windows XP Home and Professional (32-bit and 64-bit edition) (with latest updates)
  • Microsoft Windows XP (Tablet PC Version) (with latest updates)
  • Microsoft Windows Server 20121
  • Microsoft Windows Server 2008 R2 Standard, Enterprise, Foundation, Datacenter, and Web Server (with latest updates)
  • Microsoft Windows Server 2008 Standard and Enterprise (32-bit and 64-bit edition) (with latest updates)
  • Microsoft Windows Server 2003 R2 Standard and Enterprise (32-bit and 64-bit edition) (with latest updates)
  • Microsoft Windows Server 2003 Standard and Enterprise (32-bit and 64-bit edition) (with latest updates)
  • Microsoft Windows Small Business Server 20111
  • Microsoft Windows Small Business Server 2008
  • Microsoft Windows Small Business Server 2003 R2
  • Microsoft Terminal Server 2003, 2008
  • Citrix® using XenApp™ (Presentation Server) 4.5/5.0

Note: Microsoft Windows XP Home, XP Media Center, Vista Home/Home Premium, and Windows 7 Home Premium are not supported in a network environment when logging into a domain is required. Refer to your Microsoft documentation for details on how to set up networking in a workgroup environment.

It's recommended that you install Maximizer on a drive formatted as an NTFS file system. If you want to install Maximizer on a FAT32 file system, you should first convert the drive to an NTFS file system. For information on installing Maximizer on a FAT32 file systems, visit the Maximizer Knowledge Base.

  1. See Maximizer Knowledge Base article 317719 for information on Configuring Maximizer Web Access on Windows Small Business Server 2011
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 Supported Database Applications

  • Microsoft SQL Server 20122, 4 (Standard, Business Intelligence, and Enterprise Editions) (32-bit and 64-bit edition)
  • Microsoft SQL Server 2008 R2 (Express1, 3 Workgroup, Standard, and Enterprise Editions) (32-bit and 64-bit edition)
  • Microsoft SQL Server 20082 (Workgroup, Standard, and Enterprise Editions) (32-bit and 64-bit edition)
  • Microsoft SQL Server 20052 (Workgroup, Standard, and Enterprise Editions) (32-bit and 64-bit edition)
  1. Supported by Group Edition only
  2. Supported by Enterprise Edition only
  3. For information on upgrading the Maximizer SQL Server Express instance to SQL Server Express 2008 R2, visit the Maximizer Knowledge Base.
  4. Requires Maximizer CRM 12 Summer 2012 or Winter 2012.
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 Supported Email Applications

  • Microsoft Outlook1, 2 2003, 2007, 2010, 2013
  • Microsoft Exchange Server 2003, 2007, 20105
  • Lotus Notes/Domino3 5.0, 6.0, 6.5, 7.0 (7.0.1 and 7.0.3), 8.02, and 8.5
  • GroupWise 6.5, 7.0 (7.0.3)
  • Windows Live™ Mail4 (14)
  1. The 32-bit version of Outlook is supported for use with Maximizer CRM Windows Access; both the 32-bit and 64-bit versions of Outlook are supported by Maximizer CRM Web Access.
  2. MaxExchange email transport not supported with Outlook 2010 and 2013. Integration not supported with Outlook "Click to Run" Version.
  3. The integration of Lotus Notes and Maximizer is limited to allowing access to only the Inbox folder and reading/composing email in plain text. Also subfolders are not available and email messages do not display attachment indicators
  4. Integration of Windows Live Mail and Maximizer is limited to allowing access to the Inbox folder and reading/composing email in plain text only. Also, subfolders are not available, email messages do not display attachment, importance, replied, or forwarded indicators in Maximizer and messages forwarded or replied from Maximizer are not marked as replied or forwarded when viewed from Windows Live Mail. Not supported on Windows 7.
  5. For information on Configuring MaxSync for Microsoft Exchange 2010 see Maximizer Knowledge Base article 318107
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 Supported Office Applications

  • Microsoft Word1, 3 2003, 2007, 2010, 2013 (with latest updates)
  • Microsoft Excel2 2003, 2007, 20103, 2013 (with latest updates)
  • Corel WordPerfect X3 and X4
  1. Supported with the 32-bit and 64-bit versions of Microsoft Word
  2. Advanced Export to Excel requires Microsoft Excel 2007 or later
  3. Integration not supported with Office "Click to Run" Version
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 Supported Fax Applications

  • Microsoft Fax
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 Supported Internet Browsers

  • Microsoft Internet Explorer 8.0, 9.0, 10.0
  • Mozilla Firefox1 (version 17 and up) for Windows
  • Mozilla Firefox2 (version 17 and up) for Mac
  1. Microsoft Word Integration and Advanced Export to Excel are not supported in Maximizer Web Access
  2. Microsoft Word, Outlook Integration, and Advanced Export to Excel are not supported
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 Supported Reporting Tools

  • Microsoft SQL Server Reporting Services 20121
  • Microsoft SQL Server Reporting Services 2008 R2 SP1
  • SAP Crystal Report 20112
  • Business Objects Crystal Reports 20082
  • Business Objects Crystal Reports XI(Embedded, Standard, Professional, Enterprise)
  • Business Objects Crystal Analysis 11
  • Crystal Reports Server XI
  1. Requires Maximizer CRM 12 Summer 2012 or Winter 2012.
  2. When viewing reports created by Crystal Reports 2008/2011, some features used in the report may not be supported
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 Upgrade Path

  • Maximizer Enterprise/Maximizer (Pervasive) 7.0 and above
  • Maximizer Enterprise (SQL) 7.x/8/9.x
  • Maximizer CRM 10.x/11
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 Supported Import (DB)

  • ACT! 1.x/2.x/3.x/4.x/2000/6.x/2004
  • ACT! 2005 and ACT! 2005 Premium for Workgroups/ACT! by Sage 2006 and ACT! by Sage Premium for Workgroups 2006
  • ACT! 2007 and ACT! 2007 Premium for Workgroups
  • ACT! 2008 and ACT! 2008 Premium for Workgroups
  • ACT! by Sage 2009 and ACT! by Sage Premium 2009
  • ACT! by Sage 2010 and ACT! by Sage Premium 2010
  • GoldMine and GoldMine CE 1.x/2.x/3.x/4.x/5.x/6.x
  • GoldMine 6.7 Corporate Edition or earlier
  • GoldMine 8.0.2 Premium Edition (MS SQL Server database only)
  • GoldMine 8.5.1 Premium Edition (MS SQL Server database only)
  • Organizer 1.x
  • Delimited
  • CSV (Comma Separated Values)
  • Clipper Summer ‘87
  • Clipper 5.x
  • dBase III/III+
  • dBase IV
  • dBase V/Visual dBase 5.x
  • FoxBase/FoxBASE+
  • FoxPro 1.x
  • FoxPro 2.x
  • Visual FoxPro 3.x
  • XML
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 Computer Telephony Integration (TAPI)

Maximizer and Maximizer Enterprise may provide incoming call detection and outgoing phone dialling under the following conditions. Refer to this Maximizer Knowledge Base article.

  • The Caller-ID service from the telephone company is in SDM format.
  • The PBX or modem is compatible with Microsoft TAPI (Telephony Application Programming Interface) and is Caller-ID compliant.

Note: we do not support TAPI on Windows 7

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 Miscellaneous

  • Microsoft .NET Framework 3.5 SP1 and 4.0
  • Microsoft Internet Information Server 7.5 (Windows Server 2008 R2)
  • Microsoft Internet Information Server 7.0 (Windows Server 2008)
  • Microsoft Internet Information Server 6.0 (Windows Server 2003 and 2003 R2)
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 SharePoint Integration

  • Maximizer CRM customer information may be viewed from Microsoft Office SharePoint Server 2007 (MOSS) using the Business Data Catalog (BDC).
  • The generated Maximizer CRM Application Definition File used with the BDC is available with the Maximizer CRM Customization Suite.
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 Deprecation List

Feature/Product Deprecation Notice

The following products/features are set for deprecation and will be discontinued in the next major release of Maximizer CRM. During the deprecation period, the product/feature is fully supported within the product, and technical support is available unless specified otherwise:

  • Windows Server 2003 R2 (including Small Business Server and IIS 6.0)
  • SQL Server 2005 (all editions)
  • Office 2003
  • Microsoft Exchange 2003
  • Maximizer CRM Visual Basic Wizard (this is part of the customization suite)
  • Lotus Notes/Domino 5.0, 6.0, 6.5, 7.0
  • Microsoft Windows XP
  • GroupWise 6.5

Discontinued

The following products/features are discontinued in Maximizer CRM v12 and are no longer supported:

  • Accounting Link Designed for use with QuickBooks
  • Accounting Link for Sage 50 Accounts
  • Accounting Link for use with Microsoft Dynamics GP
  • Reporter
  • Citrix® using Presentation Server 4.0
  • Web Access Email Window
  • Microsoft Internet Explorer 7.0
  • Mozilla FireFox 3.x
  • MaxExchange Web Service
  • Maximizer.Data Web Service
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