Maximizer FAQs

InstallationIntegrationMaxExchangeMicrosoft SQLSalesUser interfaceUsers / licenses
Installation
When trying to install Maximizer on my Server, I get the error message “1628: Failed to Complete installation”
In order to resolve this error you need to check the following:

1. Check that you have the latest version of Windows Installer
2. Clear your Temp files out of the C:\windows\temp folder
3. Check that your Anti Virus is disabled Temporarily for the installation
4. Make sure that the setup files are copied directly to the server and that you are not installing it over the network

Once all of the above are completed, run the setup again.

When doing a workstation install and I select the server name, I get the following error: “There is no evidence that Maximizer 11 has been installed on the server, please check that your computer is on the same network or that the MaConfig database exist.”

In order to resolve this issue please do the following:

1. Open SQL Management Studio
2. Select Security then Logins
3. Check that the MaConfig user is created and given appropriate Admin rights

If the MaConfig user does not appear in the list of logins, create the user and then try run the setup again.

When installing Web Access what do I need to check to make sure it runs internally and externally?

1. When installing Web Access on a 64 bit computer you need to make sure that the ASP.Net application pool is setup to enable 32 bit applications as seen below:

Maximizer Web Access

2. Make sure port 80 is open on the router
3. The server should have a static IP address
4. The router needs to have a static IP address for external use and Port Forwarding needs to be setup
5. The right Application pools need to be added.
6. Firewall needs to allow incoming connections

When installing Maximizer web access and IIS I get the following error message
Server Error
How do I fix this?

You need to check the following:

1. All IIS components are installed correctly
2. Run the following command in command prompt C:\windows\Microsoft.NET\Framework\v4.0.30319\aspnet_regiis.exe –i
3. Open up dashboards and test.

When installing Web Access I get the following error when I open up the page
Web Error

Steps to take in order to resolve this issue above:

1. Check that SQL is running in mixed mode (turn off Windows Authentication Mode)
2. In IIS, turn off Windows Authentication Mode
3. In the MaConfig database set NT_Authentication to No
4. In the Global settings database set NT_Authentication to NO

After doing the above steps, you should now be able to connect to the database in Web Access

Integration
How do I import my Outlook contacts into CRM Live?
Use the Microsoft Outlook Integration tool which can be installed from the following location:
Locate the Administration menu in the Icon Bar of Maximizer CRM Live, and select Desktop and Mobile Setup.
Download Outlook Integration and run the executable file while Outlook is closed.
Not only will this copy your contacts from Outlook into CRM Live, but it will keep those contacts in sync between the two applications so that any changes made to a contact in CRM Live will show up in Outlook and vice-versa.
How do I set up the Word integration with CRM Live?
The link to download the Maximizer CRM Live Integration for Microsoft Word is on the Desktop and Mobile Setup page in Maximizer CRM Live. To access it, hover your mouse over the Administration menu in the Icon Bar of Maximizer CRM Live, and select Desktop and Mobile Setup.

If you do not see the link to download the Maximizer CRM Live Integration for Microsoft Word on the Desktop and Mobile Setup page, it means that your browser is not supported for use with the Integration. In order to use the Maximizer CRM Live Integration for Microsoft Word, you must be using Internet Explorer 8 or later. Mozilla Firefox is not supported for use with the Maximizer CRM Live Integration for Microsoft Word.

Why do I get an Interop.MaOutlAddinMAPIHelperLib.dll error message using Outlook Integration for Maximizer Web Access?
This issue commonly occurs if you have both the Microsoft Outlook Integration for Maximizer and the Microsoft Outlook Integration for Maximizer Web Access installed.
You can resolve this by uninstalling both integration tools in Add\Remove Programs in the Control Panel.
Then log in to Maximizer Web Access, and install the updated version of Outlook Integration for Maximizer Web Access.
Why can I only upload attachments 1MB or lower in size on the web access e-mail?
The web.config file needs to be configured to allow a higher number for e-mail attachments.

Browse to C:\Program Files (x86)\Maximizer\Portals and locate the web.config file.

Open the web.config file in Notepad and amend the following value:

Change “1024 to “4096”

MaxExchange
What do I do if I get the error “cannot connect to ftp” when running my Max Exchange Remote?
In this instance, there are a few things you need to check on the server:
1. Check that the server IP address is correct
2. Check that Max Exchange is running on the Server
3. Make sure that the server firewall is not blocking the incoming connections from the remote
4. Check that the ports are correct

Once you have checked all the above, try running the Max Exchange remote again.

Why do I get a Class not registered error when I try and edit entries in the address book in Maximizer on a Windows XP Workstation?
When you install Maximizer on a Windows XP workstation, Maximizer doesn’t install .NET Framework 4.0 thus giving the error. To resolve this issue you need to install .NET framework 4 and then reinstall Maximizer. This will register all DLL files that need to be registered thus eliminating the error.
If I change my IP address on the server will it affect Max Exchange?
If the server IP has changed on your Max Exchange Server you will need to make some configuration changes in order to resume normal service.

  • Firstly,update the server’s address in your Server Settings in the MaxExchange Site Manager. The server’s address is stored in the database, and after it has been changed the amended address will appear in all remote Max Exchange workstations after the next data packet has been sent and received.
  • If you are planning a server move you can make the change in the original Max Exchange site manager and process packets,this way the remote sites will register the address change before the move has taken place.
  • You will then need to point the remote sites to the new address in order to process data packets.
  • To do this, open up MaxExchange Remote and click View > Remote Synchronized Address Books.
  • Select the synchronized Address Book for which the server has moved and click Properties to update the server’s address.
  • Once this has been configured,all data packets destined for the remote workstation will be picked up and processed.
Maximizer MaxExchange Remote system keeps losing the MaxExchange server configuration information
If you have a MaxExchange Remote system that keeps losing the MaxExchange server configuration information (or you have a corrupt MXZREM.BIN file) then here are some steps to take to resolve this issue
1. On the MaxExchange Remote system rename the “Mxzrem.bin” file in the MaxExchange directory.
2. On the MaxExchange Maximizer server send a “Refresh System and Synchronization Data” refresh (NOT A “Refresh ALL” refresh) to the MaxExchange remote in question.
3. On the Maximizer MaxExchange server reset the MaxExchange Remote’s last packet received from this site to “0” in the MaxExchange Site Manager.
4. On the MaxExchange Maximizer server MaxExchange Server Manager window, click the “Process Data Packets” button.
5. On the MaxExchange remote in question, in the MaxExchange Remote window, click the “Process Data Packets” button. You may have to reconnect to the server by importing a HDR file, but once it is imported and the system refresh has completed, this remote should keep its configuration from now on.
This will also resolve a corrupt MXZREM.BIN file issue on your MaxExchange Remote computer.
Microsoft SQL
How do I delete address books from Maximizer & SQL Server?
By default, when removing an Address Book in Maximizer, the database files are left intact to prevent any data loss. However, you can delete your unused Address Book databases using Microsoft SQL Server Management Studio.

Open Microsoft SQL Management Studio and when the “Connect to Server” dialog opens, you’ll want to make sure that your database server is selected in the “Server name” field; typically this will be something like “{your computer name}\MAXIMIZER”. If you are logged-in to your computer as an administrator, you can leave the “Windows Authentication” option selected for the “Authentication” drop-down; otherwise, select “SQL Server Authentication” and enter your MASTER user credentials (by default, “MASTER”/”CONTROL”)

Once you are logged-in, you’ll see an “Object Explorer” tree control in the left part of the screen. If you expand the “Databases” branch, you’ll see a list of all of the Address Book databases on your system. Simply right-click the database you want to delete and select “Delete”, then follow the prompts to delete the database.

How do I restore a database backup in Microsoft SQL Server?
To restore a database backup in Microsoft SQL Server, do the following steps:

  1. Open SQL Management studio
  2. Select your Database from the list
  3. Right Click on your Database and click All Tasks – Restore database
  4. On the Restore Database screen, click from Disk option and click the browse button
  5. Browse to the location of your database backup
  6. Click the restore check box and select the options tab on the restore database screen
  7. Select the option Restore over
  8. Click Ok

 

This will restore the database backup in SQL.

Maximizer databases will not open after a reboot
Something happened with the Maximizer SQL Service and it stopped running or locked up
Microsoft SQL Service
Solution: Start or Restart the Maximizer SQL Service with the following steps:

  1. Click on the Start button.
  2. Then Right Click on your “Computer” menu item and then select the “Manage” option.
  3. Click on the “Services” object under “Services and Applications” in the left panel and then in the centre right panel find the service “SQL Server (Maximizer)” service.
  4. When you select this service you will see that the status is blank or NOT started and the option to “Start” the service will be available. Click the “Start” option to start the service.
  5. The Service could be locked up as well and if it is, it will have to be restarted. In this case Restart will be one of the functions you can perform on this service. Click the “Restart” option to restart the service.
  6. If this was the cause of your problem when you try to open Maximizer again, this time it should work properly.
How do I resolve an Error Code 19?
Typically an Error Code 19 relates to opening a Maximizer SQL database when the MS SQL Server service is not running or the connection to the MS SQL server is not established.

Check the MS SQL Services are started on the server,if the database is located on the machine giving the error then do the same on the local machine.

If the SQL Server service is stopped, reboot the client computer and restart the service.

After restoring a Database through SQL Server, I cannot login with any users.
When you restore a database backup through SQL Server there are a number of steps to follow

1. Delete all the users from the database that you restored under security – logins
2. Open Maximizer Administrator Module and click Utilities
3. Click Synchronize Configuration

Synchronize Configuration syncs all the users with the database allowing all the original settings to be in place so that the users can login.

Sales
How does Maximizer assist me in improving my sales performance?
Maximizer is a powerful tool, which can assist you in staying in contact with your existing customer base as well as monitoring your progress with prospects. It is also a back-up for your paper diary, should you lose it. Effective use of Maximizer should take no more than 30 minutes per day of updating your notes and appointments. When you are following up on the phone, you are hands-on with the sales process, using the telephone notes window to take down your customer’s remarks and orders. When a call is completed, you can set a follow up task with that customer or schedule a meeting.

Maximizer’s meeting scheduler can be set to send your customer an e-mail confirmation of the appointment. Furthermore, it can also send a reminder closer to the time – preset by you. This means more appointments are completed with you sitting in front of your customer.

The User Defined Fields (UDF) and Search can come together to identify a niche for a new product launch. These two facilities can also be used to identify what products a customer has bought; how often they place orders; what interests they have; when their birthday is. Thus you have a wide range of information about any one customer or prospect.

By mining your Maximizer information, you can identify the type of customer that you relate to best and areas where you need to take a new approach. Perhaps if they are particularly worrying you can go to your manager for assistance in looking at new ways to operate with them.

Opportunity Manager enables you to follow a structured approach to your sales cycle. The pipeline report quickly indicates where from and when business is coming through. This assists you in managing your budgets.

Most of all, if you work Maximizer well, it will work for you in a crisis! For instance, if you fall sick, others can support you by covering for you with clients.

How does Maximizer's Opportunity Manager help me predict my sales pipeline?
Maximizer’s Opportunity Manager is a powerful tool. Even if you use it at its most basic level it can assist you in developing your sales pipeline. By keeping things simple you rely on your instinct! Start by dragging your prospect to the Opportunity icon and dropping them on it to open a new opportunity. Then fill in all the relevant details – what are you hoping to sell them; its cost, timeline to close etc. Knowing what profit your company will make or what your commission will be should be your guideline for how much you are prepared to spend in closing the deal.

Then you can start making phone calls and appointments in this area, plus follow-up tasks. As you work through towards closing the customer, use your judgment to update the Opportunity Analysis on the Basic Information tab. This will then indicate how sure you are of closing the deal. You can run your pipeline report weekly – Reports | Opportunities | Pipeline. This will give you and your manager an indication of the orders flowing into your company.

User interface
My Maximizer address book is blank??

This can happen for a number of reasons:
Check that you are logged in to an address book and that it is the address book that you think you are in. If you are in an address book the title bar at the top of Maximizer will read “Maximizer” (or “Maximizer Enterprise”) followed by the database name in square brackets e.g “Maximizer Enterprise [My Address Book]”.

If there are no square brackets and no database name shown then open an address book folder by going to the menu option “File->Open Address Book Folder”. Chose the address book you wish to be in and click OK. You may then be asked to log on to the address book, or you may be allowed straight in without having to log on.

If there is a database name shown in the square brackets then click on the Address Book Icon to ensure that you are looking at the address book window.
If you have opened the address book window and you cannot see any data then, click in the address book window, and then select the menu option “View -> All companies and individuals”.

I cannot see all my notes in Maximizer
In the notes window use the Show drop-down list to narrow the entries to a specific note type (for example, “Manual” or “Email”).

Select Show All to display all notes for the current Address Book entry, including notes belonging to the Company/Individual and all associated Contacts. If this checkbox is not enabled, only notes belonging to the selected entry are displayed.

This option is available only in the Address Book and Hotlist pages.

You can also use the Filter drop-down list to filter notes by date. Choose to specify a custom date range.

After Upgrading to Maximizer 12 we only have documents and notes going back a year?
You are not missing data. Maximizer 12 by default filters out any records older than the 12 months for Documents and Notes. It does this to speed up the loading of records and over all response time.

Change the Filter view from the Filter drop down list from the “Last 12 Months” option to the “All Dates” option.

Filter: Last 12 Months
12 Month filter

Filter: All Dates
All Dates Filter

This should resolve your issue.

Why should I run Address Book Verification and how do I do it?
Running the Address Book Verification utility maintains integrity of your Address Book.

1. In Administrator, open the Address Book.
Address Book verification

Select File > Address Book Verification.
Address Book Verification

Choose either the Verify only or Verify and recover option and click OK.
Address Book Verification

Maximizer runs the Address Book verification process, as well as the recovery process if you selected the second option. When it is complete, you see the Address Book Verification and Recovery Information dialog box, which contains a summary of verifications performed and the results of the verification.

My Icon Bar is missing.
You can adjust the icon bar properties and also choose the state of the icon bar’s visibility.

1 On the Setup tab, select Icon Bar from the Workspace group.
Missing Icon Bar

The Icon Bar Properties dialog box opens.

2 Select the Visible option to display the icon bar in the Maximizer window.
Icon Bar property window

3 Set the location of the icon bar.
• The Floating option allows you to place the icon bar anywhere inside the Maximizer window.
• The Docked at left and Docked at right options place the icon bar on the left or right side of the Maximizer window.

4 Click OK

You should now see your icon bar.

How do I create a Hot List task for another user?
Check to make sure that the users you’re looking for have given you access to their Hotlist.

Each user will have to open their Preferences dialog, select the Calendar/Hotlist tab, and set the “Full access” field for “Access to Hotlist” to your user.

When creating a hot list task you will have the option to assign this task to another user on the database provided the step above has been followed.

In the address book window, I am unable to see the notes window but can see the contacts window. How can I get the notes window back?
This generally happens when the window separator between the contacts window and the notes window is too far to the right. Simply take you mouse to the right of the contacts window, until you see the mouse pointer change to look like the margin pointer. Then click and drag left. That will bring the notes window into view.
I cannot see the contacts or note windows at all and the mouse pointer does not change to the margin pointer when I move it to the bottom of the window. How can I get the contacts and notes windows back?
Whenever a window has disappeared completely and it is clear that the window is not just hidden, the easiest method of getting back all the windows is to simply click Setup\Window\Window Settings\Reset Default Layout. Please keep in mind that this takes the window settings to the original settings when Maximizer was first installed. If you were using a custom window layout, you will after this need to re-arrange the window layout to match your previous custom layout, if you so desire.
I can see the words Home, Edit, View etc, but do not see the icons in the ribbon menu. How do I get that back?
This is because the ribbon has been minimized. Right click the blue space next to the last menu item (typically Setup, or Custom Actions) and take the tick away from “Minimize the Ribbon”. This will restore the ribbon menu.
When I click on ReportsCrystal Reports I only see two items, “Personal” and “Refresh”. Although I click on Refresh, it does not bring up all the other folders or reports. How do I get that back?
The reports in that menu item are stored on the server in a share named MxServer. In order for you to see and use those reports, you must firstly be part of the “Crystal Reports Users” security group, and secondly must have clean access to that share. If you browse to the share using windows explorer and find that it asks you for a user name and password, you do not have clean access, and your network administrator will need to correct that. It may also be that your windows account does not have access to that share at all. Again your network administrator will need to correct that. This will also be true if although your user account has access to the share, you are unable to browse the network for any other reason. Once the connectivity issues are sorted out and your user account is a member of the crystal reports security group, you will be able to see the other folders and reports.
When I start Maximizer and click on Address Book it always comes up with a blank screen. I want to see all address book entries each time I start up. How can I do this?
Click Setup\Preferences and towards the top of that tab tick “Ask at Address Book startup which list to view”. Then close Maximizer and open it up again. This time when you open the address book, a dialogue box will prompt you to select which list you want to view, and it will have a few different options in it. Select “All Address Book Entries” and at the bottom tick “Make this my default”. From then on, each time you log in, all address book entries will be displayed. If you want to see the list each time, simply leave “Make this my default” unticked.
I’m trying to import address book entries but cannot find the Import menu item. Where is it?
Apart from the ribbon menu, the Maximizer Icon (multi-coloured hexagon) at the top left of the screen opens up another menu as well. The import menu option is under “Import\Export\Transfer”.
There are some menu items that I use regularly, and I find going through the ribbon menu tedious. Is it possible to make clicking on regularly used items easier?

Yes it is. Please keep in mind that this process applies to the individual workstations and so needs to be done on each workstation that requires this. Simply right click the menu item that you want and click “Add to quick access toolbar”. This will copy that icon to the bar immediately next to the Maximizer Icon (multi-coloured hexagon) at the top left of the screen. Then instead of having to navigate through the menu each time, you simply click on the icon at the top.

Is it possible for the users to see only the modules they work in, in the icon bar at the left?
Yes it is. Please keep in mind that this process applies to the individual workstations and so needs to be done on each workstation that requires this. Click Setup\Icon Bar, then simply untick the modules that you do not want visible. This will result in the unticked modules no longer appearing in the icon bar. The user will still have access to the other modules through the View\Switch Window menu option, unless his security settings prevent him from accessing those modules altogether.
Is it possible to move the Quick Access toolbar below the ribbon?
Yes it is. Please keep in mind that this process applies to the individual workstations and so needs to be done on each workstation that requires this. Click on the drop-down arrow next to the quick access toolbar and then tick “Show below the ribbon”.
Is it possible to have the windows displayed in a different order to the “Classic” and “Outlook” styles?
Yes it is. Please keep in mind that this process applies to the individual workstations and so needs to be done on each workstation that requires this. Click Setup\Window\Window Settings and choose Custom. This will close all windows except the address book window. You can then resize that window, and by clicking View\Switch Window, you can open each window that you want to see. Resize and position each one as desired. When finished, click Setup\Window Settings and ensure that there is a dot next to “Save Settings on Exit”. If there isn’t one please click it. That will ensure that the next time you log in, you will see the windows as you arranged them.
Is it possible to have certain fields pre-populated when I am creating a new entry?
Yes it is. Please keep in mind that this process applies to the individual users and so needs to be done on each user’s workstation that requires this. Maximizer allows for the creation of Default Entries which contain pre-populated data. This can be done in the Address Book, Opportunities, and Customer Service Case windows. You can also create a Default Note Entry with pre-populated text. Click on the window that you want the default entry for. Then click Setup\Default Entry. Populate the fields that you want and save that entry. The next time the user under whose account that entry was created creates a new entry, that data will be automatically populated. For the Default Note, click Setup\Default Note.
Is it possible to have custom reports appear in the Crystal reports menu item?
Yes it is. The reports that appear in that menu are stored in the MxServer share under the Reports\{Address Book Name} folder and sub folders. Once you have a working Crystal Report, simply copy it to one of the existing sub folders or create a new sub folder and copy it there. Then in Maximizer click Reports\Crystal Reports\Refresh. You should then be able to see the folder / report that you have created and run it from there. If the refresh button does not work, please close Maximizer and open it again. If you still cannot see the reports, refer to FAQ {5 in this doc}.
How do I print a list of entries in Maximizer?
The easiest way to perform this function is to create a column setup that shows the name and any required user-defined fields of your clients.
You can then print this as a column report which will give you a list of different output options i.e Word,E-mail,PDF,preview etc.
Alternatively,you may also export the column list to Excel and then print from Excel.
Why can’t I send e-mails from Maximizer with Office 2013?
There is a known issue with Outlook 2013 that prevents Maximizer from sending email using the Outlook message editor.

This problem has been resolved by Microsoft in the form of an update.

Outlook 2013 update 15.0.4535.1004 or higher is now supported for use with Maximizer CRM 12 Summer 2013 Windows Access.

Ensure that you have the latest updates to Office 2013 installed before attempting to use email functionality in Maximizer.

How do I reassign a hotlist task to another user?
You can reassign Hotlist tasks to different Maximizer users directly in the Hotlist window.

Select Hotlist task.

On the Edit tab, select Reassign from the Manage Activity group.

– or –

Right-click, and select Reassign.

The Reassign Hotlist Tasks dialog box will open and you can select the user you would like to reassign the task to.

How do I add a user defined field to multiple address book entries?
This can be performed using the Global Edit function in Maximizer.

Select the entries you would like to apply a user defined field to.

Under Edit,locate the Global edit button:

Global Edit

Edit the user defined field and then click OK – this will edit all selected address book entries.

How do I use a different currency for Opportunities?
All currency fields are displayed in the default currency for the Address Book. Multi-currency can be enabled in Administrator.
Once multi-currency is enabled for an Address Book, it cannot be disabled. To enable multi-currency open Administrator and then click File>Preferences.
Under the System Options tab,click Multi-Currency and enable this feature.Once this has been enabled you are able to set the default corporate currency.
Am I able to change the creator of certain entries to another user so they have full access to the records?
Unfortunately, once an entry has been created, the history information about that entry like the creation date and creator cannot be changed.
In terms of giving other users access to those records, you can do so using the “Full Access” and “Read Access” fields.
If you set Full Access to “Public”, then any of your Maximizer users will be able to modify the entry. Alternatively, you could give Full Access to only one or two individual users or security groups depending on your needs.
When logging into Web Access with the Master Username, I get the message “This user is disabled, please contact your Administrator”
You need to enable the Master user in Manage users so that it has access to the Web Access side of Maximizer.

To enable the user, please do the following:

1. Open the Administrator Module
2. Click File – Manage Users
3. Click on the Master User and click properties
4. Enable Web Access on the bottom right of the user properties screen
5. Click Apply then OK

Maximizer CRM “Failed to initialize MAPI” error
Symptoms: You have Maximizer 12 installed with Microsoft Office 2010 or later (64-bit edition) and you are getting a “Failed to initialize MAPI” error. The Maximizer add-on buttons are missing from Microsoft Outlook and Microsoft word.
Cause: Maximizer 12 does support Microsoft Office 2010, but at the time of this post it does NOT have support for the 64-bit version.
Solution: Uninstall Microsoft Office 2010 (64-bit edition) and install Microsoft Office 2010 (32-bit edition). This will resolve your issue.
I can’t login to Maximizer web access as the Username and password is greyed out?
Escona FAQ
This happens when you are using a Web browser that is not support by Maximizer.

Please use one of the following Browsers.

Supported Internet Browsers
• Microsoft Internet Explorer 8, 9, 10, 113
• 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.
3. Internet Explorer 11 is supported for use with Maximizer CRM 12 Summer 2013 SP1 in Web Access only.

Problems accessing records in your CRM system
Some organisations have an open policy for their CRM system where all users can see all records. Others implement a complex security model, such as CRM systems containing financial data where there are strict rules and regulations. Some also limit which records synchronise out to users to limit data traffic. All of these will have a bearing on what you can and can’t see.

If you can’t see a record in your remote database, has it been tagged with the synchronisation field to be sent to you? If not, a Power User or Administrator will need to set the flag in order for it to synchronise out to you.

If you have added a record in your remote database and it has synchronised to the main database but then disappeared from your remote database, check that your default record adds the right synchronisation flag.

If your colleague(s) can see a record but you can’t, you might want to check whether there are any security teams/fields in play. Your colleague(s) might be a member of the team but you aren’t.

If in doubt, talk to your CRM Administrator as they will be able to help you trouble-shoot the problem.

How do I add another address to an address book entry?
Open the Address Book entry.
Click the Address button next to the Address 2 field.
The Mailing Address dialog box will open.
Click Add to enter a new address or Modify to change an existing alternate address.
Specify the address, and click OK.
I keep getting a pop up to update Maximizer
Maximizer releases updates to the software periodically.If you see this message on a workstation do not update until the server has been updated.
Once the server has been updated,go around to each workstation and update individually.
What is the difference between Public and Private in security setting?
If you set a user as being “Private”, that user will be hidden from other users who have only Read access to “User/Group Setup”. When a user with “Read” access to “User/Group Setup” opens the “Manage Users” dialog, all “Private” users will be hidden.
How do I import Excel Data into Maximizer?
In order to import data from an Excel spreadsheet, you will need to save it as a Comma-Separated Values (.CSV) file, and then click on the Maximizer icon on the top left of the screen, highlight Import/Export/Transfer and then select Import Address Book entries.
You will need to browse to find the CSV file and then import Company\Individuals first.The next screen will show the fields on the spreadsheet which you will need to map to the Maximizer fields on the database.Ensure you skip the contact on this import as you will need to import those separately.
Once this import has been done,repeat the procedure and select contacts this time.
Is it possible to see the subsidiaries of a holding company when viewing the Holding company’s entry?
Yes it is. In Maximizer view all subsidiaries and the holding company in the main address book window. Then simply select all the subsidiaries and drag and drop them onto the holding company. Select “Relate the source entries to the target entry”. Choose the relationship type from the dropdown box, and click OK. This will cause the names of all the subsidiaries to appear in the Related Entries tab when you view the holding company in the address book.
My colleague created a column view that is public, but I am unable to see it in the list of column setups. How can I find this list?
A new feature of Maximizer version 12 is that the column setups are separated by creator. By default list of column views available are the column views that you have created. To see and use column views created by other users, you will need to select “Show All Column Setups” at the top of the dropdown list when choosing a column setup.
Why do some of the address book entries have a star on them while others do not?
Maximizer uses the start to visually identify records that have been marked as sales leads. The system field “Sales Lead” has two values, “Yes” and “No”. If the value is set to “Yes” a star appears on that address book entry.
I would like the users to access certain company documents like pricelists from a central location as opposed to having separate copies on each machine. Can I use Maximizer to do this?
Yes you can. Maximizer has the Company Library for just that purpose. You can create folders and upload files of any format to the company library. Of course if the user wants to read them, he will have to have the application that created the file installed on his computer.
What is the best way to create different branches of the same company in Maximizer?
While Maximizer does allow for the creating of multiple addresses for the same address book entry, our experience shows that the best way to enter different branches of the same company is to create a separate company entry for each branch. Amongst other things this make target marketing easier, especially where the target is a specific geographic location.
I would like to visually identify entries meeting a specific criteria. Is that possible?
Yes it is. Maximizer allows for the creation of colouring rules that will either change the colour of the text of an entry or the colour of the row of the entry, based on whether the entry meets a specific set of rules that are user defined. If you need help setting that up, please do not hesitate to call our help desk.
On a regular basis, I search for entries meeting a specific set of criteria. I would like this to be done at the click of a button. Is that possible?
Yes it is. Click Search\All Fields. Select the different fields that match you criteria, and click Catalogue. Give the search a name in the catalogue. Now click Setup\Custom Actions. Choose add. Type in a name for the action and click next. Choose where the search is located eg: Address Book, Opportunities etc. Click next. Choose the search you saved and click next. Choose a button type and click ok. You will see an additional tab in the ribbon called custom actions. In that tab you will find a button that will execute the search you saved.
Users / licenses
What is meant by Maximizer’s single sign on capability?
Maximizer has the ability to integrate with windows domain authentication. Start by creating a global windows user group on the domain controller and assigning all the Maximizer users’ windows accounts to that group. Create a local windows user group on the SQL server and assign the global group to it, then give that local group access to the SQL server. In the Maximizer administrator, enable windows authentication, and map each Maximizer user to their relevant Windows user account. This links the Maximizer user to his / her windows account. That then means that once the user has logged on to Windows, he will not be required to enter a user name and password when logging in to Maximizer, instead the integration with windows authentication automatically authenticates him on the database as well. As he only logs in once (on Windows) this is called “single sign on”.
When adding a new user why do I get the following message: You do not have enough licenses, the new user will be disabled.
Maximizer works in accordance to the number of licenses you purchase when you purchase your Maximizer system. If you have only 5 user licenses, you can only have 5 users set up in Maximizer. To enable more users, you have to check in the Manage user screen which users do not use Maximizer (if any) and disable those old users then add new users. Otherwise check in the Administrator module under install multi-user license to see if all the licenses have been activated.
Can you control what entries users are allowed to edit
Yes. Maximizer allows for the creation of Security Groups. This allows you to group users together not only to allow for the allocating of security rights easily to users with similar privileges, but also allows you to assign Full and Read Access rights to records in the database. If a group is allowed full access to a record, the members of that group will be able to edit the entry, while groups with Read Access will only be able to read the record but not change it. This can also be used to prevent groups of users from being able to see a record by allocating both Read and Full access to the same group. That way users who are not members of the group will not be able to see the record at all.
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