Address Book

How do I get an address book to show up in the list of address books?

grapevinesoapr — Sat, 04 Sep 2010 05:19:28 GMT

Hi everyone,

I'm stumped and would really appreciate any help and expertise you can lend to my challenge:

I'm running Maximizer 9 on XP. I had to wipe my hard drive and reinstall XP. Now the only address books available from within Maximizer are the sample address books.

I've been able to work around the situation for the most part by double clicking the MXZU file from Windows explorer or from within maximizer by hitting the explore button and selecting the MXZU file from there.

However, I have forms on my website that send me an .mti file by email. I doubleclick the .mti file and it opens maximizer and asks me to select an address book. In this dialog box, there's no explore option and the only address books available are the sample ones.

I've tried putting my address book in the samples file, but it still doesn't show up in the list.

I went into properties and gave myself full permissions per a knowledgebase article re giving the Limited Access user account explicit permissions to all Maximizer Address Book folders and the Pervasive folder. I did this even though it didn't seem to apply to my situation since the scenario it addresses involves not being able to open address books that ARE listed.

I'd be so grateful for any help with my question.

Best,

Rachel

Maximizer 11 Entrepreneur - workstation cannot connect to address book on server

aobsze — Thu, 02 Sep 2010 17:44:39 GMT

We are running XP on the server and on the workstation. We have successfully upgraded from Maximizer 7 to Maximizer 11 on the server, and upgraded the old address book from Pervasive to MS SQL Express. After upgrading the address book, the Pervasive database was uninstalled.

We then uninstalled the old Maximizer version from the workstation and installed the new version. Everything went well after removing some of the old files manually. However, when we connect to address book on the workstation, we cannot see the server at all.

We checked the MS SQL configuration. The TCP/IP is enabled. We can ping the workstation from the server and vice versa. The network is properly set up as we can view all network connections from My Network Places.

In the .Cfg file, we find that the DB_SERVER points to the local server and DB_SYS_TYPE=PervasiveSQL. Probably this is because when Max CRM 11 was first installed, the Pervasive database was still there, but we cannot say whether this is the reason or not.

When we open the SQL Server Configuration Manager on the server, the SQL Server is set to Local System, SQL Server Agent is stopped and SQL Server Browser is set to Local Service. Does the SQL Server has to be set to Network Service?

Any help is appreciated!

Thanks in advance,

aobs

Cannot open address book in Maximizer 9 after restoring to a new PC

MarkasSF — Wed, 18 Aug 2010 21:53:17 GMT

I have mirrored a disk from one PC to another. All apps work fine and Maximizer 9 will launch, but when I try to open my address book, the hourglass spins then stops but nothing happens. The address book opens and closes fine on the other PC (which I want to retire). When I backup from the old PC and try to restore via the administrator on the new PC, I get an error "bad database, closing Maximizer".

Any ideas on how to resolve this?

Exporting Address Book in Maximizer 9

MarkasSF — Thu, 26 Aug 2010 20:25:34 GMT

Following up on my question about not being able open the company address book when restoring to another machine (still an open question in this forum), I decided to try and move the address book manually. I go to the old machine and under File see that there is "export address book" as an option there but it is greyed out and I cannot select it. I can't find a setting that allows me to save out the address book another way.

Is there some administration setting I need to enable, or some other solution for this?

installing maximizer on different computer

grimjoe — Fri, 20 Aug 2010 21:36:21 GMT

I have the data base on one computer. I bought another license and installed maximizer 11 and installed sql data base. Now the databases arent talking. How do i fix this? I just want to get on the database from other computer so that i can use it on new computer

Unable To Install Maximizer on PC

Robert Lehrer — Wed, 18 Aug 2010 23:23:22 GMT

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I own a registered copy of Maximizer Entrepeneur V.10 running on my desktop PC with Windows XP Pro. I just bought a replacement PC so I’m running a practice install on my spare laptop (before I attempt this on the new desktop machine) since in the past, Maximizer consultants have set up the program for me. My laptop has a Windows Vista OS. I intend to install Maximizer and then upload backup data from my desktop PC.

My first step of this process was that I downloaded and installed MS SQL Server 2008 onto my laptop. Then, I attempted to install Maximizer by inserting my Maximizer Setup CD in my laptop’s disc drive. The computer went through what appeared to be the motions of installation, but it wouldn’t complete the installation (“1628: Failed to complete installation”). So I’m now trying it again. The only difference is that this time, I attempted to install ecBuilder Pro 6.0 Lite BEFORE installing Maximizer.

After I inserted my Maximizer disc, I clicked onto Install ecBuilder Pro 6.0 lite, but I was unable to do so. The error message reads “The contents of this file cannot be unpacked. The executable you are attempting to run has been corrupted. Please obtain another copy of the file, verify its integrity and try again.”

Will you please tell me what I should do now so that I can install the Maximizer on my laptop PC?

In Maximizer11, is it possible to create a company only filter?

Lkaranicolas — Thu, 12 Aug 2010 21:06:55 GMT

How do I create a filter so that only the companies will show up in my address book. (not individuals or contacts)

Thanks,

Lee

Viewing all entries--figured it out

DMZ — Thu, 12 Aug 2010 20:09:21 GMT

I'm using Maximizer CRM 10 and enter all customers as Individuals. When I open the Address Book, the initial view is 1585 names. I must then select "View All Companies and Individuals" before I get the true total of 1716 names. Worse, when I synch using MaxMobile, only 1585 names sync over--even when all 1716 entries are listed.

Any suggestions/instructions would be greatly appreciated.

Thanks!

David Z.

P.S. After searching the Knowledge Base yet again, I came across a related topic for Outlook Addresses. You have to go to Favorite Lists and update your current list if you've been recently entering new data.

Restore database

clarks — Fri, 06 Aug 2010 16:15:16 GMT

We used to be able to restore our choice of modules within Maximizer ie calendar, hot list,address book etc.

I need to restore my calendar but do not want to restore the address book at the same time. I have data there that I do not want affected with the calendar restore. Any ideas on how to do that?

Modifying Systemd Fields

joshua — Thu, 05 Aug 2010 15:43:24 GMT

Hello,

How can I rename/modify system fields? Under the master account in administrator > preferences > system fields, options are grayed out.

Thanks,

Joshua

Is It Possible to Merge UDFs?

joshua — Wed, 28 Jul 2010 18:16:53 GMT

Hello,

I did not see this asked anywhere. I have 2 databases with different UDFs and would like to merge the UDFs into one with all available options. For example, I have a UDF in each database that is the same type (table) with the same name, but different values/fields within the UDF. I want to merge the values/fields in both UDFs into one. Is that possible? I just want to merge the UDFs, not and actual data.

Thanks!

Addressbook suddenly does not open anymore (7.5)

jazzy — Wed, 24 Mar 2010 17:02:30 GMT

Hi all

I am very new here and i'm sorry if my question is already answered somwhere in the community, I have no time right now to search.

I use Maximizer 7.5 and since today the addressbook does not open anymore. I can choose and click the addressbook I want to open but the app-window stay emty.

Does somebody know how to fix this?

If you need any information (installation-settings/setup/configuration) please feel free to ask. This is very hard when I have no access to my customers and I hope this can be fixed (maybe a simple click somewhere).

Please help

Thanks in advance

Moving contacts between companies, Max v10 Enterprise....HELP!

PhilipDartnell — Fri, 02 Jul 2010 05:18:14 GMT

Hi Everyone

I'm relatively new to Maximiser. I work in the Healthcare industry where doctors and specialists have multiple associations with different hospitals and medical practices. For instance the following could easily apply to a contact I'm wanting to track in Maximiser.

Dr John Smith is a specialist surgeon. He operates at three different hospitals, one day surgery and two practices.

On Mondays to Wednesdays he spends time at the three different hospitals. On Thursdays & Fridays he's at the 2 Practices and once a month he operates at the Day surgery.

At one of the hospitals he is the Director of Cardiology. At another one he is a Cardiologist and at the third he is a VMO (Visiting Medical Officer)

At one of the Practices he is the CEO, as well as a Cardiologist. At the other practice he is a Consulting Physician in a non-management capacity, although he has some support staff there.

At the day surgery he acts as a physician on a contract basis with minimal involvement with any staff.

He is also the head of a state based medical organisation for Cardiologists, as well he sits on the baord of a charitable organisation that meets once per month and he's also on the board of one of the hospitals he works at.

Now I want to note all of these organisations (i.e. Hospital 1, 2 & 3 plus Practice 1 & 2 plus the Day Surgery plus the Cardio organisation plus the charity) and I want to be able to show this individual's presence underneath each of them (i.e. I have them all in Maximiser as "companies" and have this individual noted as a "contact" in each of them).

CAN THIS BE DONE OR AM I KIDDING MYSELF TRYING TO DO THIS IN MAXIMISER?

I also want to be able to move contacts like this one between "companies". Why can't I just pick them up and move them? It seems to be a major challenge to relocate someone or change their "company". I can convert people from "contacts" to "individuals" but moving them to another company seems to be almost impossible without deleting them and recreating them.

The very essence of Sales 101 for me is that people buy from people. When those people move I want to take them to their new role without losing all the history associated with my relationship with them. I also want to be able to note the numerous physical addresses a singel indivdual may have working at multiple locations. And then when an individual like the one I described above changes just part of their "employment" (i.e. the doctor may cease working as a VMO at hospital number 3 and start at a totally different hospital in a different capacity) I want to be bale to alter just this aspect of them without needing to throw the baby out with the bathwater!

Could someone please help me here and point me to any "how to" guides or whitepapers on how best to do this. Maximiser is my company's chosen CRM so I can't just jump to another system. I'm looking for a way to use it, even if I have to fudge the process somewhat in order to get a workable result. For instance I'm already using notes to record ancillary details about an individual's additional relationships, but this is hardly best practise as much of what ends up in there won't be reportable. I'm also using the "relate" function but it appears to have limited capability too.

Any response will be most welcome. Thanks

Philip

Moving Maximizer Enterprise 9.5 to a new server

DNAGen — Wed, 16 Jun 2010 17:43:22 GMT

I have been trying to move Max 9.5 with a Pervasive 9 database to a new server. I have moved all the data files over to the new server, installed Max and Pervasive, created a new database and then tried to point it to the copied data. I am not having any luck. Each time I try to log into the database it seems that the tables are all blank. Can anyone tell me what I am doing wrong? I am new to Maximizer so step-by-step guidance would be helpful. If there is a KB article or something that I can follow that would be ideal.

Thanks.

Move Maximizer CRM address book from XP machine to Win 7 machine

walter — Tue, 08 Jun 2010 02:53:04 GMT

I'm experiencing difficulty in what should be a straightforward process - move an address book from an old, flaky machine, A, to new machine B. These are single user machines, not complicated by servers. I was unable to find anything in the USER GUIDE to describe such a process.

My straightforward approach was to use Administrator -> Utilities -> Back Up Address Book and create a backup file on machine A - BU.

I then copy BU to machine B, where I create a new address book on its MAXIMIZER - NEW.

I then try to do a restore on NEW using Administrator and the backup file BU, but it doesn't work.

Furthermore, I can no longer login to NEW using the default userid MASTER and password control.

What am I missing here? It would seem to me that the key objective of a backup-restore process is to do what I just tried, multiple times, but without success.

Does anybody have any suggestions of what to try?

Will be much appreciated.

Walter

Maximizer CRM 10-Incons have disappeared

bluebird — Thu, 27 May 2010 18:03:20 GMT

Help-all of my incons have disappeard such as address book, hotlist, calander, ect. I have to go to windows to do anything. How do I get them back? any help would be appreciate

Removing Category System Values

mmota — Wed, 26 May 2010 19:01:42 GMT

Hello there,

1) By default Address Books include a list of 'Category System Values' which do not apply to me. How can I remove those (system) values.?

I tried at; "Administrator/preferences/Address Book/Values for Category Field's Selection list", but the Delete button is grayed out.

2) also, Is it possible to delete "Mandatory Fields". Administrator/Preferences/Mandatory Fields/

Thanks,

Mark

Duplicating contact names when they change jobs without losing from their prev employ

Mena — Wed, 15 Apr 2009 08:24:51 GMT

Does anyone know how to do the following:

In our industry people sometimes move around. We end up needing their OLD details of contact info in MAX attached to one company and their NEW details and contact info in MAX under another company name.

Max won't let us do this. It deletes the contact all together, or just refuses to let them change jobs.

Any ideas?

V-card export problem

jlun1 — Thu, 20 May 2010 14:55:58 GMT

Hoping someone can share some expert advice! When exporting Vcards (Maximizer 10.5) the company name and phone number is ommitted from the vcard record and the record itself is named MaxVcard rather than the name of the contact. Thanks in advance

Multiple entries into Maximizer

genebaker — Wed, 19 May 2010 18:46:47 GMT

I need to enter redundant new tenant information in to Maximizer. Part of my job requires me to canvass competing office buildings in an area.

I usually come back with 50 or so company names and cards. How can I:

see if they are already in the database so I don't add a duplicate account

Keep the same address, building information and user defined fields as I am manually entering business cards.

It is taking me a long time to manually enter address and contact information as well as three user defined fields that I need to track the program.

My administrator is working on importing a CSV file, but I cannot wait that long

name/address/telephone report fonts are to big when I print in Maximizer 10

bluebird — Tue, 18 May 2010 13:53:42 GMT

when I print the name/address/telephone report fonts are to big and area codes do not come out. How do I make them print smaller. I am desperate. I need to print them out to use them. Anybody please help...

Printing Address Book Names and Address-Print is to large-Help please(Maximizer 10 entrapernuer)

bluebird — Fri, 12 Jun 2009 13:22:35 GMT

I went to fonts in user preference and made it smaller-it does not seem to help..What am I doing wrong-the print is so large my area codes do not come out. Please, any help would be appreciated. Do I need to do something in administrator perhaps

Printing Labels

dlibera — Thu, 13 May 2010 18:47:45 GMT

I select the contacts I need to print labels for; I select the print lable function: the print label box appears; the "print lables to" and the "OK" keys are disabled. Only the "cancel", "page Set Up" and "Advance" keys are available. Can anyone help?

Exporting Address Book

mhobbs — Tue, 11 May 2010 17:56:43 GMT

First the details

Using Maximizer 8 with DB engine 8.6 Pervasive SR2

I open the address book with the Default View.

All entries are present and contacts are shown in Contacts tab at the bottom of the screen.

Click File/Export/Address Book/ Name the file and choose CSV and include field names

CSV is created but does not contain the Contacts information

Under reports I can select to include contacts but then I cannot choose the report to be generated in CSV format.

How do I get the Address book along with corrosponding Contacts into a CSV file?

Thanks in Advance

Mark

Maximized CRM 10 Entrepreneur Database Huge

Peter Butschek — Fri, 23 Apr 2010 20:15:27 GMT

Maximized CRM 10 Entrepreneur Database Huge

Hello, I have been using MXZ for years now and for the most part have had good experiences. I've had some bad that were not addressed but it happens.

When I send emails I usually attach PDF's and send them via Outlook from my Maximizer contacts window. I've recently sent 200 emails and tried putting the document into the "body" of the email message. I sent it as "individual emails" (instead of one email to all with "bcc") and noticed it took forever. Everything sent fine.

I backed up my database and noticed it took a long time. I then looked at the SQL database file (.mdl) and saw that it had grown from about 60 mb in size to 700,000 mb in size. I presumed this was the result of all the "individual" emails sent with the document embedded in the body of the email. I looked at each of the 200 addresses and deleted all of the pertinent emails. I then backed the database up and restored it. The backed up database is only about 65 mb in size. The restored database it still at about 700,000 mb in size. I expected it to be alot smaller (similiar to it's initial size prior to the mass email).

Any ideas as to what I can do to reduce the size of the database or, find where the emails are hidden and delete them?

Any help is appreciated..

Peter Butschek.