Outlook Synchronization & MaxSync for Exchange

Synching with Outlook

peterkronenberg — Sat, 10 Jul 2010 13:06:36 GMT

I'm really trying to Sync Maximizer with Google, so I'm using Outlook as an intermediary. I am only interested in the calendar appointments.

In playing around with the synchronization, it seems that if I delete an appointment from Outlook and then sync, the appointment doesn't get deleted from Maximizer. It doesn't matter if the appointment was originally created on Maximizer or Outlook. It gets synced over to the other one properly (i.e., created on Maximizer, it gets synced over to Outolook. Created on Outlook, it gets synced over to Maximizer).

If I delete an appointment from Maximizer, it gets deleted from Outlook. But if I delete on Outlook, it doesn't get deleted from Maximizer.

It doesn't seem to matter which one I choose in Maximizer preferences for Conflict Resolution (which really should only matter if it changes on both).

I am using Maximizer 10 Entrepreneur and Outlook 2003

iPhone not synchronizing to Maximizer via Outlook

CapitalC — Sun, 12 Oct 2008 20:55:51 GMT

Okay, here's the deal... I've got an iPhone and since there's no official app yet (hint hint), I'm getting my Maximizer data to and from via Outlook.

The sync between Maximizer Outlook works just fine and the sync between Outlook and iTunes / iPhone works as expected.

The catch comes in when I create a calendar event on the iPhone - it synchronizes to Outlook as it should but then that event won't add to Maximizer. I've discovered that if I modify the start / end times it will sync, but that shouldn't need to be a work-around for what should work.

Using:

Vista (SP1)

Outlook 2003 (SP3)

Maximizer 9 (1707 SP2 for SR1)

iTunes 8.0.1

iPhone 3G (2.1 firmware)

Anyone else using the iPhone? Anyone else experiencing the same issues?

Maximizer to outlook sync - Hotlist with phone number

Hans Henrik — Tue, 23 Mar 2010 13:35:53 GMT

Hello,

We want to sync our maximizer with outlook with hotlist, but we cant get the field "Phone 1" added to the hotlist, when we sync it with outlook, isnt there a way/method to add special fields?

We dont want to add the phone number by the favorite list, its too many clicks and such..

So the main problem is, we want the Hotlist to sync with outlook with the Phone 1 added aswell, so its easy to see the task in outlook with the number - because we are syncing our outlook with our phones, so it would be very cool if we could get the number from maximizer, to outlook to our iphone

Regards

Outlook profile error massage.

brduran — Mon, 13 Oct 2008 22:03:21 GMT

About: Outlook profile error message.

We have Maximizer 10 Entreprenuer (2 licenses) and when we run it we get an error message stating that the Outlook Profile is incorrect and we must select another from a small pop-up window. We've created another profile in Outlook, but the error persist.

When you select another (or the same) profile from the small pop-up window you can check the box next to "Keep as Default" or something like that, but it doesn't save it so everytime you have to go thru the same process.

Once the profile is selected you click OK, and that's another sequence of clicking YES like 5 times so Maximizer can finally open up. In order to get around so much clicking we've installed a small software called "Express YesClick"

But the question remains:

What can we do to fix it correctly? Why?

Well, as a result of Outlook -thru Maximizer- not working correctly when you try to follow the steps to synchronize them, that is first: Create a Category in Outlook named Maximizer and asign all your conatcts to it, then open Maximizer and create a Favorite List called Oulook Contacts and in File/Preferences you're supposed to make changes in "Outlook Synchronization" to "Synchronize Address Book entries" and below it. However since Outlook Profile is giving us headache the entire bottom area in "Outlook Synchronization" is shaded and we can't select nor use it at all.

Any help is very much appreciated. Thank you.

synchronizing with Outlook

dbeaton@geminipei.com — Thu, 25 Sep 2008 13:29:31 GMT

I find diffuculty in having my contact info from outlook to maximizer 9

I do not bring over the phone contact numbers only the fax numbers, software seems to not understand the pone number mapping or I have it setup incorrect. Any suggestions?

Outlook Synchronization Issues with Maximizer 10.5 R2

Animan — Mon, 13 Apr 2009 22:10:44 GMT

Since we installed 10.5 R2 to our systems some of our machines are giving uas a new error when opening Outlook 2007

Interop.MaConfigLibVersion-10.51840, Culture=neutral, PublicKey Token=10639c 8833d92508 oe one of its dependencies. The System cannot find the file specified

at MaOutladin.UtilitiesShowException.ShowException (Exception)

atMaOutlAddin.ConnectOnConnectionLObject application, ext.ConnectionMode, Object addInInst, Array @ custom

How to Synchronize Outlook Contact with Maximizer Contact and Company (Not Maximizer Individual)

Rafli — Tue, 05 May 2009 04:04:03 GMT

Hi All,

I have successfully synchronize my outlook as this web tells :

http://cssadmin.maximizer.com/Download/RightNow/060410-000041/OutlookToMaximizeSynch.pdf

However, I found several problem as :

1. If the contact deleted in Outlook, It is not deleted in Maximizer. Does anyone have a solution?

2. The synchronization creates 'Individual' instead of 'contact' or 'company'. I believe that this occur because of 2-Tiered methodology that Maximizer used instead of single-tiered in Outlook. However, when I convert the 'Individual' to 'Contact' or 'Company', the synchronization is no longer success. Does anyone have a solution?

3. If I create a 'Individual' in Maximizer, it is not synchronized to Outlook. However, if I create a contact in Outlook and assigned it to a specific category ([MAX] - name for category to sync with Maximizer), it is Synchronized to Maximizer. Does anyone have a solution?

Many Thanks for you guys help.

Rafli T. (rafli_t@yahoo.com)

Contact in PST File (Outlook) are Put in Email section in Max

montie — Sat, 03 Jan 2009 01:08:04 GMT

I am using Maximizer 10 Entrepreneur and Outlook 2007. I can get Max to sync with Outlook but the contacts end up in the "Email" section not the "Address Book" section in Maximizer. My contacts are contained in the PST file in Outlook. The PST file is the default database in Outlook.

Any suggestions on how to fix this?

Thanks,

Montie

Outlook sync issues

Finarc — Tue, 30 Dec 2008 21:31:23 GMT

Recently I had to reformat my laptop drive so you know my pain :)

Now, when I go into preferrences and set up Outlook, it comes up with an error message that wants to duplicate all of my contacts from Outlook into Maximizer ( I know this well now as I tried it and ALL of my contacts were duplicated and had to uninstall and re-install Maximizer again!! )

I can't see how creating another profile in Outlook is going to resolve this issue... anyone out there have an idea of what I can do before I turn to ACT or Goldmine!!

Thanks... been using Max for 13 years now!

Max 10 series 1804 synchronization with outlook 2007

jdgaray — Sat, 13 Feb 2010 05:33:25 GMT

Hi all,

I am a little bit desperate because I CAN'T SYNC MAX WITH OUTLOOK 2007 I can see my e mail in both, I have the icons (add-inns) in outlook but when I try to sync I got a message THE SYNC FAILED

Can someone help me to fix this; please? step by step,

Excuse my English, I live in Mexico.

Thanks for your support!

iPhone / Outlook / Maximizer sync issue

The_Geeks — Wed, 28 Oct 2009 20:50:54 GMT

I use Maximizer Entrepreneur CRM v.10 for my calendar, contacts etc. and have it sync'ing with Outlook 2007. It syncs with Outlook fine.

I purchased an iPhone back in March '09 and the MobileMe program and service from Apple. Other than duplicate contacts, Mobile Me was sync'ing my iPhone contacts and calendar correctly from Outlook, which was syncing with Maximizer.

After I did the iPhone firmware update and iTunes update a couple of weeks ago, my calendar is not syncing correctly. It adds 7 hours to appointments in the calendar.

If I add the appointment directly to Outlook, it syncs correctly. When I make an appointment in Maximizer and sync it to Outlook, it shows up in Outlook correctly but adds 7 hours to the appointment time on my iPhone.

I have been using Maximizer for 10 years and this is the main application I need for calendar and contacts. I would like to continue to use it.

I have checked my time zone settings in Windows XP, Outlook, Maximizer, iPhone, iPhone calendar and MobileMe account online - and they are all correct.

The Maximizer to Outlook to MobileMe to iPhone was syncing correctly for months before the iTunes and iPhone updates.

Any ideas?

Outlook Calendar Synchronization

computersurfer — Sat, 24 Oct 2009 00:36:13 GMT

I am running Maximizer 10 Entreprenuer on Vista Pro and Outlook 2003. I would like to synchronize my Maximizer Calendar with my Outlook Calendar, but I only want to synchronize and/or transfer specific items/appointments from Outlook. I don't want to transfer or synchronize all the appointments from the Outlook Calendar to Maximizer. Albeit, I am ok transfering all events/appointments from Maximizer to the Outlook Calendar.

Is there a way to tag or categorize appointments in Outlook so that only those "specially categorized" apppointments will transfer/synch from Outlook to Maximizer. Basically, I want to do the same thing that I do in the address book - only Outlook addresses categorized as "Maximizer" get synced between Maximizer and Outlook.

Help!

Jim

Maximizer Sync With Outlook Misses Some Contacts

Robert Lehrer — Wed, 04 Nov 2009 02:08:03 GMT

Several days ago, I synced Maximizer with Outlook. Maximizer always wins in case of conflicts, so I'm basically copying Maximizer's data into Outlook.

Unfortunatley, a number of names that appeared in Maximizer don't show in Outlook. Is this a normal occurrance? Do you have any idea why that would've happened and what I can do to prevent it happening again?

Thanks.

Robert

Microsoft® plus Maximizer™ for Seamless Contact Management

Karina Wright — Wed, 04 Mar 2009 19:50:40 GMT

Set-up meetings and keep track of appointments when some people work in Maximizer and others work in Microsoft Outlook & Exchange. For more information, click here.

sync to Outlook Calendar and contacts

JohnKimpton — Thu, 25 Sep 2008 13:39:18 GMT

Our company email platform is Outlook and most of my colleagues use it for calendar and contacts because it is supports blackberry. Maximizer is our preferred CRM and allows me to see Outlook items, assign emails to contact files in Max, even automatically delete emails within Outlook when I save them as a Max document. HOWEVER, I cannot get contacts and calendar items in Max to push the other way...to populate my Outlook folders. Presently we have to make duplicate entries in Max and Outlook for calendar and contacts...any thoughts?

Maximizer 7.5 Outlook Email Disable?

Luke — Thu, 18 Dec 2008 16:50:09 GMT

Hi All,

One of our members of staff has inadvertantly used maximizer on my machine through my login, and told it to synch with my outlook.

In doing so, they have managed to delete alot of my inbox for december by attempting to delete items in the Maximizer version of my inbox, as im sure some of you are aware, this also deletes the items in outlook...aaargh!

I was wondering if anyone knows of a way to delete or disable the link to outlook in Maximizer 7.5..? I know its an old one, and I have had a search through the internets, and the Maximizer main sites knowledgebase but to no avail, so please forgive my stupidity if its a blatant fix.

Thanks..

Luke

email sig

Beno — Tue, 25 Nov 2008 07:13:44 GMT

how do I add my email signature to maximizer?

Potential issue with Contacts integration

jsavoor — Sun, 16 Nov 2008 10:04:12 GMT

I have some 250 contacts in Outlook that I want to synch into Maximizer 10.5 which we recently bought.

I have been able to synch them, but when they come in they are all as individuals and do not automatically group by company name. How do I do this? I tried changing the primary name from Individual to Company.. works. Then I was totally puzzled how to change individuals who work for the company to appear as contacts within the company.

Also it seems that if you delete them in Maximizer and subsequently still exist in Outlook Maximizer is no longer able to re-synch them. I had to change the category name to allow re-synch to happen. Is there another method of doing that?

Please assist.

Jay

Email configuration with Max 8

pthomas — Mon, 27 Oct 2008 21:54:36 GMT

Hi,

I am trying to set up Max 8 to use the email function and I have a "home" and "work" email address. Max is using my "home" email address as a default and I can't seem to find out where to change it to my "work" email address. I am using Outlook 2003. I have updated the "email preferences" tab in Max, but this doesn't show what email address for Max to use.

Any help would be appreciated.

Thanks,

Paul

Outlook Sync

mike6183 — Wed, 22 Oct 2008 01:19:23 GMT

I am using Max 9 & just loaded on new laptop with Vista. The outlook sync is not working. The icon nor the path thru tools is highlighted. Any ideas?

Thank you,

Mike

Importing contacts from Max to Outlook

mlben — Thu, 02 Oct 2008 01:43:11 GMT

Hi,

Our business has sales people out on the road and are not always able to access Max on their laptops. I am wondering if there is a way to selectively import contacts from Max to Outlook so they can find a number, address etc of a client / prospect. We don't want to use the option of having to access Max using the web option on their iphones every time. Is it possible to do this without having to access the internet?

Thanks
Mel

Outlook Sync

delsandberg — Wed, 01 Oct 2008 21:04:39 GMT

I'm using version 9 and cannot seem to sync Outlook with Maximizer. I have followed all the instructions (to my knowledge) during installation.

Appointments, tasks, address book entries are not syncing.

Is there something I have missed?

Can anyone help?

Michael - Outlook Synchronization & MaxSync for Exchange Moderator

Michael — Fri, 26 Sep 2008 20:46:58 GMT

Hi,

My name is Michael, and I will be moderating the "Outlook Synchronization & MaxSync for Exchange" Forum. If you have any questions for me, please send me a private message.

What this forum is:

- A place to discuss our experiences with Maximizer

- A place to share solutions for challenges with the software

- A place to collaborate on new ways to get even more productivity from Maximizer CRM

What this forum is NOT:

- A place to request Technical Support from Maximizer Technical Support reps

- A place to complain about support or service (It is much more productive to email or call Maximizer, so that your concerns can be brought to a manager's attention)

- A place to argue, troll, or flame other users

Thanks for being a part of the community here, I hope you will find this a useful tool.

-Michael