• Search by All Fields Returns No Records When the Last Modified Date Range is One Day: Search by All Fields would return no records if the search used Last Modified Date as a search criterion and the date range was less than one day.

• Opportunities Window Scrolls Slowly When the Column Setup Contains Many UDFs: If the column setup being used in the Opportunities window contained multiple user-defined fields, the window would scroll very slowly. Scrolling performance has been improved.

• Problem Updating a Customer Service Case User-Defined Field Value using the SetCustomerServiceFieldValue OLE Function: Updating or inserting a user-defined field value for a customer service case by using the SetCustomerServiceFieldValue OLE function would not correctly update the value in Maximizer.

• Memory Issue: Performing multiple searches that returned large numbers of records would sometimes cause the computer to run out of memory.

• Problems Updating Some User-Defined Field Values: Under rare circumstances, changing a value of a user-defined field would sometimes cause other values in the user-defined field to be cleared.

• EMAILUSER Not Included in the Creator Drop-Down List: EMAILUSER was not listed in the Creator drop-down list in the Search by Notes dialog box or Custom Notes Filter Criteria dialog box.

• Maximizer/Outlook Calendar Synchronization Not Working with Some Outlook Profiles that Contain Corrupted Appointments.

• Incorrect Information in Appointment Notification Emails:

  • After modifying an appointment to be a personal appointment, the appointment details in the notification email would show the appointment to be with an Address Book entry instead of as a personal appointment.

  • Appointment notification emails would show resources as added or removed even though no change took place.

  • Appointment notification emails would always include the message, "The following attendees do not have email addresses and have not received this notification", even when all attendees did have email addresses and did receive the notification.

• Incorrect Margins When Printing an Appointment Details Report to a Printer: When printing an appointment details report directly to a printer, the left and top margins would have to be increased in the report preferences.

• Phone Descriptions for Contacts Not Included in the Name/Address/Telephone Report: The phone descriptions for contacts would be omitted from the Name/Address/Telephone report when printing the report for Companies or Individuals and selecting "Print contacts".

• Phone Numbers Omitted from Some Reports: The Name/Address/Telephone report, as well as other reports that include name, address, and telephone details would sometimes omit some phone numbers from the report.

• Customer Service Column Report Prints Incorrectly: When printing a column report from the Customer Service following window, the report used the column headings from the Customer Service main window and column content from the Customer Service following window, resulting in mismatched column headings and content.

• Weekly Calendar Report Prints the Wrong Appointment Time: Printing a calendar report from the weekly view would print all appointments two hours ahead of the scheduled time.

• Unable to Use User-Defined Field Views in Crystal Reports: User-defined field views could not be used in Crystal Reports.

• Printing Appointments from the Calendar Prints the Current Date in the Title: When printing the daily calendar report for a day other than the current day, the report still had the current date in the title.

• Address Book Verification Utility Changes Document Creator to be Owner: If a document is owned by a group, the Address Book Verification utility would detect the document as being misplaced and would set the document creator to be the document owner.

• Problem Synchronizing Alternate Address Created by MaAccess: When creating a new contact with a new alternate address and selecting that address using MaAccess, subsequent synchronization with a MaxExchange Server would cause the contact's alternate address to become unselected on the remote.

In addition to the issues listed previously, this patch includes the following fixes to the eCRM SQL version of Maximizer Enterprise 8 Service Release 2:

• Customer, Partner, and Employee Portal Dialog Box Display Problems on Windows XP SP2: On computers running Windows XP Service Pack 2, portal dialog boxes would display a status bar that overlapped the bottom of the dialog box.

• Address Book Note Categories Appearing in the Customer Service Note Category List in Employee Portal: When editing a note for a customer service case in Employee Portal, the Category drop-down list contained Address Book note categories rather than customer service case note categories.

• Knowledge Base Article Number Not Updated in Maximizer: When resolving a customer service case in Employee Portal by selecting the "Create a draft knowledge base article from these details" option, the Article # field in the Case Resolution dialog box would not get updated in Maximizer.

• Appointment Day and Month Transposed in Employee Portal: In some situations, Employee Portal would not use the date format specified by the server, which resulted in the day and month of appointments being transposed. For example, November 4 would be interpreted as April 11.

• Dollar Currency Symbol in Employee Portal: Employee Portal would always display the dollar symbol regardless of the computer's regional settings.

• Scheduling Future Recurring Appointments in Employee Portal:

  • Scheduling a recurring appointment for the future would display a conflicting appointment dialog box if another appointment was scheduled for the same time on the current date, even though no conflict existed.

  • Scheduling a group recurring appointment for the future, when the appointment included locations or resources, the recurring appointment would not display the locations, resources, or attendees.

• Unable to Navigate Beyond First Page of Search Results in Employee Portal for Wireless PDAs: When a search in Employee Portal for Wireless PDAs returned more than one page of results, there was no way to navigate beyond the first page.

• Default Selections in the Search by Last Name Dialog Box in Employee Portal for Wireless PDAs: In the Search by Last Name dialog box in Employee Portal for Wireless PDAs, the Last Name, Company, Individual, and Show Phone Number checkboxes are now selected by default.

This patch also includes the following fixes to MaxExchange Synchronization Server 8 Service Release 2:

• Remote Terminates Unexpectedly When TIME Command is Mishandled by Firewall: If a MaxExchange Server was behind a firewall and the firewall didn't support the TIME synchronization command, then when the Remote would process its first received refresh it would terminate unexpectedly, regardless of whether the Remote was synchronizing its clock with the server or not.

• C++ Runtime Error in MaxExchange Server: When running MaxExchange Server as a service, a C++ runtime error may have occurred while processing packets.

Notes:

• Maximizer Enterprise 8 Service Release 2 - Series 1433 must be installed BEFORE installing this patch. Do not uninstall Service Release 2 before installing the patch.

• Running the Service Release 3 in Mixed Modes: Maximizer Enterprise 8 Service Release 3 has no database changes and can be used safely in a mixed mode of servers and workstations, as well as MaxExchange Synchronization remote servers and remote workstations, running a combination of the Maximizer Enterprise 8 Service Release 2 and Maximizer Enterprise 8 Service Release 3.

• Reinstalling the Service Release 3 Patch: If you have to reinstall the Maximizer Enterprise 8 Service Release 3 Patch, you must uninstall the patch before it can be applied again. Use the Add/Remove Programs option in the Windows Control Panel to uninstall the patch.

• MaxExchange Synchronization Server Updates: This patch updates MaxExchange Synchronization Server Service Release 2 to MaxExchange Synchronization Server Service Release 3.

• Employee Portal Web.Config File: This patch replaces the Web.config file for Employee Portal and Employee Portal for Wireless PDAs. A backup file of the existing Web.config file will be created. This backup file will be called Web.config.SR2.bak and will reside in the same folder as the original Web.config file.