Maxtalk Maximizer Add-on Features

Maximizer 12 Audit Tracking

jdax — Fri, 26 Oct 2012 17:10:11 +0100

I have a desperate Need for the ability to have a log of any and all changes that are made to notes, contacts, udfs. Creation Times and modified times. We are having issues with a high level employee tampering with notes for the purpose of sabotaging their colleagues. This person is in a position of complete trust in the organization and a Log is essential to correcting this behaviour. Is this something you can help with?

Does this add-on exist?

idavies — Wed, 10 Jun 2009 13:19:42 +0100

I'm looking for a simple add-on that integrates with Outlook, that will take an incoming email, and with a click of a button strip out the relevant fields and dump them as a new contact into Maximizer. I have several quotation requests that come in from our web site, and it would be nice to simplify the process of adding these new contacts into Maximizer. At the moment it comes in as comma-delimited data and I carry out a manual import into Maximizer after pasting the data into a txt file.

Maxfeed Current Version and Compatiblity v9.5

maxfeedwales — Wed, 14 Jan 2009 10:43:48 +0000

Hi, Please could you let me know the current version of Maxfeed and whether its compatible with Maximizer V9.5 Kind Regards, Maxfeeduser

Calculate fileds

tonyl — Wed, 09 Sep 2009 11:59:09 +0100

Is there an addon available which will calculate & update numeric fields? Thanks

feed info from Maximizer to forms

david — Fri, 20 May 2011 22:20:19 +0100

Is there a simple way to send information from Maximizer 10 group ed to applications and forms that we currenty must complete by hand ? Many of the applications and forms must be approved by the Risk Management Agency of US Department of Agriculture. We can not alter or change the form. Many of the UDFs contain the info that must be on the paper forms and apps. As an aside, we have been using MaxDoc for years and its great.

Max Feed

sharni — Thu, 28 May 2009 06:31:45 +0100

The network that I work with is windows 2000. Is maxfeed compatible with this operating system. I have not been able to find any information regarding this. We are using Maximiser version 9.5. I am desparate and need to get data in bulk into Maximiser Cheers

Adding notes from outside Maximizer

systellence — Wed, 12 Jan 2011 10:35:37 +0000

Good day What is the best way of adding an opportunity note from outside Maximizer? I do understand the Opportunity table, but there are fields that the system should generate for you (e.g. DataMachineID etc.). I tried using Maximizer.Data (The .NET assembly provided), but I could not generate a note. Below example code is given: Maximizer.Data.Note aNote = new Maximizer.Data.Note(ParentKey); It returns with an error that the key is not understood. I assumed that the ParentKey is the...

De-Dup with Enterprise 8

john11585 — Tue, 15 May 2007 14:14:17 +0100

Is anyone using the De-Dup Add-on succesfully? I have downloaded the trial and cannot get it to work, continues to give me cryptic errors and I cannot find anything in online Help or manuals to get a solution my email to support has no response thus far. I am getting three different errors: 1) Trying to Add a De-Dup Key I get error "The current search command can not be executed by Maximizer because the COMPANYNAME|* search text appears to contain one or more illegal comma characters that it...

Maxfeed error -2147467259 (&H80004005)

cornall — Tue, 06 Jan 2009 10:52:03 +0000

Hi, Been stuck for a few days with Maxfeed not working and giving me a VB runtime error -2147467259 (&H80004005) After much messing around I discovered that this error was caused by the system logs being full on the server on which I was running Maxfeed. Just thought I would share in case anyone else runs into the same problem. Cheers D

MaxDoc Button in 7.5

carlroestenburg — Sat, 14 Dec 2002 21:00:49 +0000

I see by other conversations you are aware the MaxDoc button is not showing up on the screen with 7.5. How then do we activate MacDoc when we want to scan a document?

Standardize spelling

john11585 — Mon, 14 May 2007 22:05:44 +0100

I would like update our Company names and addresses to follow some type of standards. Example: We have PO Box and P O Box and P.O. Box I am looking for a mass find and replace where I can say find all P O Box and change to P.O. Box and have all my customer addresses scanned and changed. Same thing for Corp. and Corp. and Corporation. Same thing for Co and Company, smae thing for Street and St and St. Is there a way to do this or some other product to do this external to Maximizer Enterprise...

TAPI - detecting incoming calls

johnpearson — Thu, 26 Apr 2007 15:35:10 +0100

I have TAPI working well with Maximizer 9. However, in our law office we enter clients in as separate Maximizer "individuals" or "companies" if we are doing different work for a client. Usually only one is active and the other is/are closed. Is there a way to mark in the address book which individual or company is to be matched to an incoming phone call? Currently, all the client files with that phone number come up, and it's a nuisance to figure out which on the list is the active file.

TAPI software development for Maximizer

kiraoni — Wed, 14 Feb 2007 11:31:58 +0000

Hi, First of all, I am sorry if this is not the right forum to post this question but I think it is the best place to do so. I am a student and I am trying to develop a TAPI compliant softphone that capable to communicate with Maximizer. From what I know, the first thing you have to do is to figure out which version of TAPI Maximizer use.I search all of the FAQ, knowledgebase and forum of Maximizer but I could not find the information I need... This is the first software development project...

passing parameters from a customized form to maximizer form

shevy — Thu, 21 Dec 2006 20:18:17 +0000

I am creating an addressbookhook. I bring up my own form and i would like to know how to pass information from that form into the main maximizer form. any direction would be appreciated. thanks.

Access to knowledge base articles from external application

slashownsu — Thu, 25 Aug 2005 20:48:16 +0100

hi ! I'm developping an external application using a DSN with the Maximizer ODBC driver, but there's one thing I can't do... as it says in the title, I want to show a customer service case with the associated resolving article (example : CS case 10000 was resolved by the knowledge base article #KB-00002) but how do I know which CS case is associated with what KB article, and do do I get the KB article content ?

OCR Technology

randydri — Wed, 11 May 2005 14:50:10 +0100

Our company is looking for a product that will reduce our data entry process to Maximizer preferably through the use of Optic Character Recognition. Are you aware of any product that will "read" data from a standardized hard copy and export to Maximizer Entreprise 7.5? rsnell@telusplanet.net

Mail Merge with MS Word

seatowdeb — Thu, 13 Feb 2003 21:18:30 +0000

I am trying to set up a template in MS Word. From MS Word I select "Insert Merge Field" From the address book entry list I select (example) last name, then click "o.k". The "insert merge field" box closes, yet nothing appears in my word document to indicate a "merge field" What am I missing? Thanks in advance for your help. Deborah

De_dupe?

pillpopper — Thu, 16 Dec 2004 19:28:40 +0000

I see the page for De_Dupe is using the Maximizer 8 icon, does this mean your de-duplication program now works with Maximizer Enterprise 8?

Sales follow up and reporting

nickyk — Mon, 10 Feb 2003 22:31:56 +0000

I need help on understanding what is the best way to record sales process, (ie: sent package, made presentation, follow up one , follow up two, etc.)and then to be able to quickly report on that process. (Ie: who and how many presentations have I made? How many closes? Stages of follow up, etc. Would it be best to program a special User defined field specifically for this process. Thank you for your help.

Pipeline functionality & Nationwide Sales Staff

cmkmail — Mon, 13 Jan 2003 02:35:03 +0000

The pipeline looks like what I need for my sales staff. I have staff all over the nation. Our current pipeline is an excel file that must be completed by each sales person and then returned to headquarters & copy & pasted into a master report for top management review. Will your product allow each sales person to enter information directly into the report live over the internet or through some type of synchronization?