This document provides information about Maximizer Enterprise 9 Service Release 2 - Series 1635. This service release contains all fixes from Maximizer Enterprise 9 Service Pack 1 for Service Release 1 - Series 1618.

This service release applies to the following releases:

• Maximizer Enterprise 9 Service Release 1 - Series 1552
• Maximizer Enterprise 9 Hot Fix 1 for Service Release 1 - Series 1605
• Maximizer Enterprise 9 Hot Fix 2 for Service Release 1 - Series 1609
• Maximizer Enterprise 9 Service Pack 1 for Service Release 1 - Series 1618

1. 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.

2. 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.
3. 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
4. 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.
5. 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.
6. 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.
7. 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.
8. 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.
9. Saving in Edit Mode Caused Maximizer to Close
   Under certain circumstances, saving an Address Book entry in Edit mode caused Maximizer to close.
10. Maximizer Dialog Box Remained Open
    When printing a Column Report to email, the Maximizer dialog box (Sending Report to Email System) remained open.
11. Foreign Characters in User ID Report
    When printing a User ID report to Microsoft Word or HTML format, foreign characters appeared in the report.
12. Date Comparison Issue in OrderDesk
    When adding new orders or when importing a .MEC file (ecBuilder email order file), OrderDesk stopped responding.
13. Database Hook Support
    The Database Hook available in the Customization Suite is now supported for both Pervasive.SQL and Microsoft SQL.
14. 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.
15. 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.
16. 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.
17. 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.
18. Follow-Up Task Not Logged
    Creation notes were not logged when creating follow-up tasks.
19. 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.
20. 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.
21. 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.
22. 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.
23. 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.
24. Meeting Acceptance Response in Outlook
    Invited users were unable to accept a meeting request in Outlook after synchronizing with Maximizer.
25. Search by Range Using All Fields
    When searching for first name using the Search > All Fields functionality, not all entries were returned.
26. 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.
27. 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.
28. 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.
29. Support for OLE Functions in Microsoft .NET
    Support for calling functions from Microsoft .NET has been enhanced.