GENERAL:

• Installing this service release on a trial version of Maximizer Enterprise 9 increases the number of Maximizer Enterprise and Portal trial licenses to unlimited.



• After restoring an Address Book on a Pervasive database, the size of the Mxzn.max, Mxztran.max, and Mxztran5.max files increased substantially. This issue has been resolved.



• On a Maximizer Pervasive Workgroup server, a short time after running Microsoft Word and opening a new document, Word would prompt the user to save changes to the document. If the user clicked Yes, Word would close. This issue has been resolved.



• Creating a new Address Book using a non-English version of Microsoft SQL Server would sometimes result in an error message and the new Address Book would not be created. This issue has been resolved.

• When modifying users' access settings in the Access Settings dialog box, all settings would appear blank. This issue has been resolved.



• The pegboard sometimes would not display all users. This issue has been resolved.

• When moving one company to another, if the source company had an opportunity with a contact, the contact would be lost. This issue has been resolved.

• In an opportunity, if the user completed the strategy's activity and then selected the option to schedule a follow-up task, the follow-up task would not be saved. This issue has been resolved.



• After editing the default opportunity entry, the Contacts following window would no longer sort correctly. This issue has been resolved.



• After creating an opportunity with a start date and close date, and then inserting the start date and close date merge fields into a Maximizer Word Processor document, the dates in the document would be merged as mm/dd/yyyy instead of dd/mm/yyyy. This issue has been resolved.



• When the contact for an opportunity was changed, the strategy activities for that opportunity would remain associated with the original contact. This issue has been resolved.

• If the user added a fax or print activity to an Automated Campaign template from the Address Book window, rather than from the Campaigns window, and then inserted merge fields into the message body using Microsoft Word, the values of those merge fields would not be retrieved. This issue has been resolved.



• When an automated fax campaign was created in Microsoft Word, the faxes sent to all campaign subscribers would contain the merge field values from the first subscriber. This issue has been resolved.



• Under certain circumstances, the Maximizer Email Service authentication would generate an error message when sending automated email campaigns. This issue has been resolved.

• After combining or moving Address Book entries, related appointments, action plans, or activities were sometimes lost. This issue has been resolved.



• After converting a contact to an individual or an individual to a company, action plans and activities were lost. This issue has been resolved.



• Adding an appointment through the Activities tab set the default date to the date selected in the weekly calendar instead of the current date. This issue has been resolved.



• If the Maximizer Print/Fax Service was running, and a user created an appointment and selected the Email Reminder checkbox, the Print/Fax Service would turn the email reminder off on its next cycle and the email reminder would not be sent. This issue has been resolved.

• When the operating system time was set to a time zone in the southern hemisphere, such as "GMT +10:00 Canberra, Melbourne, Sydney" and when daylight saving time was in effect (between October and March), appointments synchronized from Maximizer Enterprise to Microsoft Outlook would be set one hour ahead in Outlook. This issue has been resolved.

• Support added for Novell GroupWise 6.5 email client.



• When email messages contained an image in the message body, the image would not display when viewing the email in Maximizer, and the image would not be included when forwarding or replying to the email message. This issue has been resolved.



• For email messages with attachments, users could not open attachments the first time an email message was opened, but after closing and reopening the email message, they could open attachments. This issue has been resolved.



• When creating or updating an Address Book entry from an email message by dragging and dropping the email message to the Address Book window in Maximizer, the email address in the Address Book entry would not be in SMTP format. This issue occurred only with email messages received from internal users on a Microsoft Exchange Server. This issue has been resolved.

• Double-clicking a .bmp, .tif, or .tiff image in the Documents following window or Company Library would not open the image. This issue has been resolved.

• Displaying Dashboard in My Work Day would sometimes display an error message or cause Maximizer to stop responding. This issue has been resolved.



• If SSL was enabled on the IIS server for the Kind and KindASP virtual directories, and MaConfig was changed to use https:// in the KIND_ASP url, the dashboard indicators would load but would not display any data. This issue has been resolved.

• The Reports > Crystal Reports menu supported a maximum of 50 sub-menus. This limit has been increased to 200.

• In Maximizer Enterprise Pervasive, if a new Address Book was created in Maximizer rather than in Administrator, and then the user attempts to import from an ACT! 2005 or GoldMine corporate edition database, an error would occur. This issue has been resolved.



• Some ACT! 2005 and GoldMine corporate edition import options were available in Maximizer Enterprise Pervasive Address Books, but those options applied to Maximizer Enterprise Microsoft SQL Address Books only. This issue has been resolved.

MAXEXCHANGE REMOTE ISSUE RESOLVED BY THIS SERVICE RELEASE

• On a MaxExchange remote with a FAT32-formatted hard drive, packet processing terminated unexpectedly or displayed the "Queuing up for processing" status message. This issue has been resolved.

PORTAL ISSUES RESOLVED BY THIS SERVICE RELEASE

• Displaying Dashboard in My Work Day in Internet Explorer would sometimes display an error message or cause Internet Explorer to stop responding. This issue has been resolved.



• When a strategy was assigned to an opportunity in Employee Portal, and no start date was specified for the strategy, the selected strategy would not be saved with the opportunity. This issue has been resolved.



• When the Start Date of an opportunity had been set manually in Employee Portal, the strategy could not be changed. This issue has been resolved.



• When a workstation that had previously connected to a Maximizer Enterprise 8 Employee Portal attempted to connect to a Maximizer Enterprise 9 Employee Portal, a 404 Not Found error message would sometimes appear. This issue has been resolved.



• After entering information in the Solution Notes field of a customer service case and then saving the case, the content of the Solution Notes field would not be saved. This issue has been resolved.



• If the Status field was set to "Resolved" from the Basic Information tab of a customer service case, an error message would occur when saving the case. This issue has been resolved.



• Email messages saved to the Documents following window could not be downloaded in Employee Portal. This issue has been resolved.



• Changing the strategy for an opportunity in Employee Portal would result in an error and the strategy would not be changed. This issue has been resolved.

• When modifying the address of an Address Book entry from the Mailing Addresses dialog box in Employee, Customer, or Partner Portal, the address change would not save. This issue has been resolved.

• In Customer and Partner Portal, adding a large number of external links to the sidebar Links list would sometimes prevent any links from being visible. This issue has been resolved.

• In Employee Portal for Wireless PDAs, if the culture setting in the web.config file was changed to a value other than "en-US", the Month drop-down list for date user-defined fields would still use the en-US culture setting. This issue has been resolved.



• The User ID field on the login screen of Employee Portal for Wireless PDAs was always pre-populated with the JNAPOLI username. This issue has been resolved.

MAXIMIZER ODBC DRIVER ISSUES RESOLVED BY THIS SERVICE RELEASE

• Installing this service release installs two new Maximizer ODBC driver files. MxzBtr32IndexedSR1.dll: This file is the new indexed version of the original MxzBtr32.dll file. MxzBtr32NonIndexedSR1.dll: This file is the new non-indexed version of the original MxzBtr32NonIndexed.dll file.

IMPORTING VERTICAL TEMPLATES

• With this service release, you can install vertical templates for various industries, including real estate, financial, high tech, home office, legal, and sales. Importing a vertical template creates various industry-specific column setups, saved searches, Key Fields lists, Action Plan templates, document templates, Company Library documents, user-defined fields, etc.



• A detailed document is available for the Real Estate vertical template. After installing this vertical template, you will be prompted to open the document.

IMPORTING FROM ACT! 2005 OR ACT! PREMIUM FOR WORKGROUPS 2005 TO MAXIMIZER ENTERPRISE - PERVASIVE

• Importing data into Maximizer Enterprise 9 Pervasive Address Books from ACT! 2005 or ACT! Premium for Workgroups 2005 is now supported.

IMPORTING FROM GOLDMINE 6.x CORPORATE EDITION TO MAXIMIZER ENTERPRISE - PERVASIVE

• Importing data into Maximizer Enterprise 9 Pervasive Address Books from GoldMine 6.x Corporate Edition is now supported.
  
  This information applies to Maximizer Enterprise 9 Pervasive Address Books only. Maximizer Enterprise 9 SQL Address Books already support the importing of GoldMine 6.x Corporate Edition.