These notes provide information that is not described in the Maximizer documentation.
For information about configuring third-party products for Maximizer, refer to the Maximizer CRM Administrator's Guide. The online version is available from the Start menu.
If you are upgrading Microsoft SQL Server 2005 Express from the 32-bit version to the 64-bit version, the 32-bit version must be uninstalled before you can proceed with the Maximizer installation. Ensure you back up your Address Books, uninstall the Maximizer instance of Microsoft SQL Server 2005 Express, and then run the Maximizer installation. You must also restore your Address Books to a new database. Refer to the Maximizer knowledge base for detailed information.
An issue occurs when a remote user (MaxExchange Remote) connects to a network database, then exits Maximizer and disconnects from the network without first logging out of the database. The next time the user opens Maximizer and does not log into the network, the computer appears to freeze. What is actually occurring is that Maximizer is attempting to connect to the network database. An error message appears after the timeout period has lapsed. To solve this issue, a remote user must log out of the database before exiting Maximizer.
When you are using Outlook as your default email client, you may encounter the following issues:
The resolution to all of these issues is to have Outlook open when using email functionality in Maximizer. You must also click the Send/Receive button as described for the second issue listed here to deliver email messages in Maximizer.
When synchronized appointments created in Outlook, which span over multiple days, Maximizer displays only the date when the appointment was started in the Appointment dialog box and Calendar window. Maximizer does not support multiple-day appointments.
If you delete an Address Book entry, the number of entries visible in affected Favorite Lists may not be accurate. Also, all entries may not be visible to the logged-in user depending on entry ownership.
If you are using Microsoft Outlook or MaxSync for Microsoft Exchange synchronization for your appointments, after upgrading an Address Book, the first synchronization may take longer than usual. This is due to the changes for appointments in this release.
If you are installing Maximizer CRM Group Edition Server on Windows XP with an enabled firewall, you must configure "Exceptions" on the Windows Firewall. Otherwise, workstations will not be able to connect. Windows XP requires SQLSERV.EXE, SQLBROWSER.EXE and port 1433 to be added to the "Exceptions" Programs and Services list if Windows Firewall is on.
If script errors appear when using web access sites, follow these steps to resolve the issue:
If your computer is running Windows 7, Windows Vista, or Windows Server 2008, you cannot record or run Maximizer macros. Please visit the Maximizer Knowledge Base (http://www.Maximizer.com/knowledgebase) for updates on this issue.
When importing or exporting data using XML, email messages saved in the Documents tab are not imported/exported.
If you are using Windows 2008 Server, you must enable the .NET Framework feature in order to install Maximizer IIS components.
To enable the .NET Framework feature, follow these steps:
In version 9.5, passwords in the Escona Tutorial sample Address Book were changed from "password" to "maximizer". As a result, passwords may need to be synchronized after installing the sample database.
To synchronize passwords, follow these steps:
The Maximizer ODBC driver is no longer supported. For backward compatibility reasons, the driver will continue to be distributed with Maximizer.
The Wireless Access site from previous releases is now renamed Mobile Access. The name of the default virtual directory for Mobile Access is "MaximizerMobileAccess" and the default URL is in the form: [Server Name]/MaximizerMobileAccess. In previous releases the name of the virtual directory was "MaximizerWireless". You can specify a different name for the virtual directory while installing Maximizer.
If you are upgrading from a previous version and you keep the default virtual directory, you may need to update the Mobile Access URL specified in Administrator to maintain integration between Mobile Access and MaxMobile. Mobile Access users should also update bookmarks so they reflect the new URL.
After installing MaxExchange Remote on a Windows 7 computer, you may receive the following message when you first run MaxExchange Remote:
The program can't start because MxGetSet.dll is missing from your computer. Try reinstalling the program to fix this problem.
Restart your computer and try running MaxExchange Remote again. You should not need to reinstall the program.
When you work in the LinkedIn following window in Maximizer or Maximizer Web Access, you may occassionaly receive an error informing you that you have reached the LinkedIn throttle limit. LinkedIn puts a limit on the number of calls an application or user can make to the LinkedIn API. A call is made to the LinkedIn API when you open the LinkedIn tab or, if the LinkedIn tab is already open, when you select a new entry in the list. To avoid reaching the limit, you should close the LinkedIn tab when you don't need to access information from LinkedIn.