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| Maximizer > Support > Answers to Your Questions - 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 “My Work Day” for users based on role so you automatically get information that’s important to you—including 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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