Maximizer CRM Customization Suite

RELEASE NOTES

Version 2019
November 7, 2018


IMPORTANT: Please read this documentation carefully before using COM, OLE, DDE, or installing or uninstalling samples.

Sample applications and code examples provided with the Maximizer CRM Customization Suite are intended to aid Maximizer integrators and Business Partners in creating customized Maximizer environments.

Source code samples, if installed, are included in the <Maximizer Path>\Samples folder. The source code has been extensively commented to aid in understanding the nature of how the Customization Suite is used and its functions are called.

NOTE: Caution must be used when using this code on any database. Maximizer Software is not responsible for any loss of data from the use of these programs.


Contents

  1. Customization Suite Samples
  2. Disabling or Enabling Interface Customizations
  3. Discontinued Support for the Maximizer ODBC Driver
  4. Interface Customizations
  5. Updating User-Defined Field Values

  1. Customization Suite Samples

  2. The Maximizer CRM Customization Suite includes a variety of sample projects, which you can use or customize for your own integration projects. Some of these samples include compiled hooks, which you can install to work with Maximizer right away. Other samples simply provide sample code, which you can view and modify to suit your needs. A few of these samples use the .NET Framework.

    These samples are installed by default when you install the Maximizer CRM Customization Suite. After installation, they are accessible from Start > Programs > Maximizer CRM Customization Suite > Samples.

    For more information about the Customization Suite Samples, refer to Chapter 1 of the Maximizer CRM Customization Suite Volume I, which is available in PDF format from the Maximizer CRM Customization Suite folder in the Windows Start menu.

    Also refer to the readme.html files for individual samples. The readme.html files are stored in the same folders as the samples themselves. By default, samples are installed to ...\Program Files\Maximizer\Samples, but may be in a different location if you did not install them to the default location.

  3. Disabling or Enabling Interface Customizations

  4. You can disable or enable interface customizations for Maximizer CRM in the following registry key: HKLM\\Software\\Maximizer Software\\Maximizer\\Common\ DisableCustomization [DWORD] 1 – disabled, 0 - enabled

    The default is enabled.

  5. Discontinued Support for the Maximizer ODBC Driver

  6. The Maximizer ODBC driver is no longer supported. For backward compatibility reasons, the driver will continue to be distributed with Maximizer.

  7. Interface Customizations

  8. Strings in the Administer User dialog box and in the Maximizer Web Access following panes are unavailable in the Interface Customization application.

    To customize the text in the Administer User dialog box, edit the HTML files in the ...\Program Files\Maximizer\MaData6\Admin folder on the server and on workstations.

    To customize the titles of the Notes, User-Defined Fields, Documents, and Social Networking panes in Maximizer Web Access, edit the titles in the ...Maximizer\Portals\Employee\Config\followingWindowSets.xml file. For more information, see the Maximizer CRM Administrator's Guide.

  9. Updating User-Defined Field Values

  10. When values of user-defined fields are modified through MaAccess or through direct changes to the SQL database, the formula user-defined fields that refer to the affected user-defined fields are not updated automatically to reflect the changes.




- The Maximizer Development Team
(c) 1988-2018 Maximizer Software Inc.
All rights reserved. Third-party products mentioned in these notes are trademarks of their respective owners and are used here for reference only.