Improved Support for Novell GroupWise 7
When composing an email in Maximizer, you can now select recipients from a GroupWise Address Book.
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.
Exporting Numeric Values to Excel
Numeric values greater than 999 were not exporting properly
from a column setup to Excel.
Issue with Saving Phone Notes
Changing the selected Address Book entry during a phone
conversation and then trying to save a note to the newly
selected entry caused Maximizer to close unexpectedly.
Print Campaign Activities and Microsoft Word 2000
Print campaign activities failed when using
Microsoft Word 2000 (Office 2000). Also, the related logging
note was not added.
Searching for Phone Numbers Added in the Portals
When searching for phone numbers that were added in the
Employee Portal or Partner Portal, the proper matching
results were not found.
Appointments Deleted After Data Transferred Back
If you 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 modified
as long as the opportunity has neither a strategy nor a
start date. This functionality is now consistent with
Employee Portal.
Email Preference Causes Unexpected Close
Under certain circumstances, when your primary email system
was set to "Other email system" in the Advanced Email
Preferences dialog box (File > Preferences > Email > Advanced),
Maximizer unexpectedly closed. This issue occurred after
applying Maximizer Enterprise 9 Service Release 2.
Printing Packing Slips and Invoices
Previously, you could print packing slips and invoices
from OrderDesk only if you selected the Preview button
before selecting the Print button.
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 the following areas:
Favorite Lists; Import Catalogs; Saved Searches; Graphing
Catalogs; Sales and Marketing Teams; Macros; Outlook
Synchronization; MaxExchange Remotes; Portal Logins; Column
Setups; and Strategies. Users may also have problems logging
into the web portals.
This issue affects Maximizer Enterprise 9 SQL CRM/eCRM,
and MaxExchange Synchronization Server 9.
Table User-Defined Fields Sort Order
When a database was converted from Maximizer Enterprise 8
to Maximizer Enterprise 9, table user-defined field items
no longer appeared sorted alphabetically.
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 and improvements for Lotus Notes 7
Maximizer Closes Due to Mandatory Field
When the Close Date field for opportunities was a mandatory
field, as specified in Preferences, Maximizer would close
if the field was left blank when saving an opportunity.
ACT! 2005/2006 and ACT! Premium for Workgroups 2005/2006
The following issues occurred in ACT! 2005/2006 and ACT! Premium for Workgroups 2005/2006:
When importing data from ACT!, phone labels were not imported.
Appointments imported from ACT! appeared one hour ahead of the scheduled appointment in ACT!. For example, an appointment booked for 1:00 PM in ACT! appeared to be
scheduled for 12:00 PM in Maximizer.
If an appointment for a Contact had a blank Regarding
field in ACT!, the import of appointments process stopped,
causing any remaining appointments for the Contact to not
be imported. Although this no longer occurs, note that
appointments with blank Regarding fields are not imported.
Backup and Restore from Floppy Disk
When performing a backup of Maximizer Enterprise 8 data and
restoring to Maximizer Enterprise 9 through a data
conversion from a floppy disk, the Address Book did not
contain any data.
Sorting in the Company Library
Documents and notes created in a version of Maximizer prior
to version 9 were sorted separately from documents/notes
created in version 9; the later version documents/notes were
sorted underneath the documents/notes created with earlier
version of Maximizer rather than in alphabetical order.
Templates Not Sent to Address Book Entries
When a template using a Microsoft Word macro was created
and sent out to a group of Address Book entries using
a mail merge, only the first entry in the list would receive
the email. The template was also sent to the entry multiple
times.
Saving in Edit Mode Caused Maximizer to Close
Under certain circumstances, saving an Address Book entry
in Edit mode caused Maximizer to close.
Maximizer Dialog Box Remained Open
When printing a Column Report to email, the Maximizer
dialog box (Sending Report to Email System) remained open.
Foreign Characters in User ID Report
When printing a User ID report to Microsoft Word or HTML
format, foreign characters appeared in the report.
Date Comparison Issue in OrderDesk
When adding new orders or when importing a .MEC
file (ecBuilder email order file), OrderDesk stopped
responding.
Database Hook Support
The Database Hook available in the Customization Suite is
now supported for both Pervasive.SQL and Microsoft SQL.
Opportunity Table User-Defined Field Values
When the value of a table user-defined field value was
updated for an opportunity, the value in the User-Defined
Fields tab was not updated in column setups; the value was
blank.
Search for Phone Numbers by All Fields
When searching for phone numbers with a wild card using
the Search > All Fields functionality, the wrong phone
numbers were returned. For example, if you entered (604)*
as the search criteria, phone numbers with 604 at the end
of the number were returned.
Search for Entry Type in Employee Portal
When searching for a specific Address Book entry type
(Company, Contact, or Individual) in the Employee Portal,
all entry types were returned rather than just the specified
type.
Runtime Error for Assigned Case in Employee Portal
A runtime error occurred when assigning a user to a case
in Employee Portal. The "Notify the assigned user by email"
option also became selected.
Follow-Up Task Not Logged
Creation notes were not logged when creating follow-up
tasks.
Exporting Case Values to Excel
When the billable time, billing rate, and case fee values
were less than one, exporting the information to Excel from
a column setup caused the values to not be displayed
properly.
Cases without Follow-Up Deadlines in Portals
Cases without follow-up deadlines did not appear in the
My Cases or All Cases lists in any of the portals.
Refresh Causes Setup Loss in Dashboard
Performing a refresh of Dashboard indicators caused the
properties of the indicators in the current dashboard setup
to be reset.
Blank Elapsed Time for Case
If a case was resolved exactly one hour after its creation
time, the elapsed time was shown as blank in the
Employee Portal, and an error was shown in the other
portals.
Exception Error on Notes Tab in Employee Portal
In Employee Portal, when you assigned, resolved, or
escalated a case with the Notes tab open, an exception
error occurred.
Meeting Acceptance Response in Outlook
Invited users were unable to accept a meeting request in
Outlook after synchronizing with Maximizer.
Search by Range Using All Fields
When searching for first name using the Search > All Fields
functionality, not all entries were returned.
Product/Services and Category Fields in Upgrade
When upgrading an Address Book from Maximizer Enterprise 8
to Maximizer Enterprise 9, the Products/Services
and Category fields were not upgraded; the fields appeared
blank.
Missing Option from Search by Notes Dialog Box
The "Retrieve entries that do not match this criteria"
option was missing from the Search by Notes dialog box in the
Address Book window.
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 rather than using the RefreshAllWindows
function, which refreshes all windows.
Support for OLE Functions in Microsoft .NET
Support for calling functions from Microsoft .NET has been
enhanced.
Script Error in My Work Day
In the My Work Day window, if you mark a task as complete
for a day other than the current date, and then choose to
create a group appointment as a follow-up task, a script
error occurs.
DSN Creation Failure in Windows Vista
A DSN creation failure caused problems in logging into the
main application and also with generating reports.
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.
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.
