Maximizer 8 - CRM SQL Server serial key or number

Maximizer 8 - CRM SQL Server serial key or number

Maximizer 8 - CRM SQL Server serial key or number

Maximizer 8 - CRM SQL Server serial key or number

QuoteWerks Update Center

12 New, 16 Fixes, and 2 Miscellaneous features Released on 04/22/2020
View all features/fixes from all builds of version 5.5

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New Features - Build 4  1. Support for new Aspire Hosted Database subscription. In the initial offering of our Aspire Database Hosting we partnered with Amazon setting up individual Amazon RDS Instances for each customer. We have now migrated this offering into an internal Azure platform. This enables us to procure the database immediately, lower costs, reduce the pricing, and offer flat rate per user pricing. The new Aspire Hosted Database will be available for immediate use from the moment the subscription is purchased. The Rehost wizard now can automatically connect and rehost to the Aspire Hosted Database, and ip address whitelisting is now automatic and dynamic (no static ip addresses are required). Aspire Hosted Database subscription license count must match QuoteWerks Desktop license count.

 2. The backend.ini now supports the ini entry of SQLEncryptConnection=-1. This can be used to establish an encrypted connection with the SQL server. If the SQL Server itself is set to "Force Encryption" then an encrypted connection will be automatic.

 3. The System tab of the Help->About menu now displays the "SQL Provider" and "SQL Encrypt Connection" settings.

 4. The nsetup.exe has a new option to "Install Microsoft SQL Server 2012 Native Client". This SQL Provider needs to be used to establish TLS 1.2 only SQL Database connections. Also, the installers of sqlClient2012_32bit.msi and sqlClient2012_64bit.msi are now installed in the QuoteWerks folder so they can be run separately at any time. Once this is installed on each machine that is running QuoteWerks, the backend.ini can be modified with these entries: SQLProvider=SQLNCLI11 and SQLEncryptConnection=-1 to fully activate a TLS 1.2 encrypted connection.

 5. On the Product Data Sources window, there is now a right click "Manually Disable/Enable Link" menu. This is useful when there is a temporary issue in connecting to a product source. Normally you can manually disable a link when you edit the product data source, but when the product data source is not available, you are unable to edit the entry preventing you from accessing the "Disable product data source" checkbox. Also the Status column was widened to better display disabled status text.

 6. The Product Price History window now displays Average Cost and Average Price of the item.

 7. For SugarCRM users, SugarCRM 10.0 is now supported. [Service Release: 4.01]

 8. For Maximizer CRM users, v18.0 (2020 R1) is now supported! [Service Release: 4.04]

 9. When closing a quote that you made changes to that has previously been uploaded to QuoteValet and has already been Accepted or Lost in QuoteValet, you would be asked if you wanted to close the quote without having uploaded the changes to QuoteValet. Since it is not possible to save changes to QuoteValet once the quote has been Accepted or Lost, you will now receive a message stating so, instead of a message asking if you want to save the changes to QuoteValet. [Service Release: 4.04]

 10. Added new "Delete 0 Quantity Items from the document" button on the Document Items grid toolbar. This will delete Product/Service items and if a Group Header has a quantity of 0 it will delete the Group Header and all the Group Members. [Service Release: 4.06]

 11. When editing a Grouped Bundle or Grouped Configuration, the Picture File selection box now has a [Clear] button. [Service Release: 4.06]

 12. When selecting a picture for a Grouped Bundle or Grouped Configuration, it will now default the "PrintPicture" attribute to Yes. [Service Release: 4.06]

Misc Features - Build 4  1. Renamed option "Print all Spec Sheets by default." to "Select all Spec Sheets for Print on initial Print" on the Misc.Printing tab of Tools->My Preferences.

 2. Microsoft discontinued Microsoft Outlook Business Contact Manger (BCM). The last year Outlook BCM was supported was with Outlook 2013 (7 years ago). QuoteWerks has removed the Outlook BCM integration.

Fixes - Build 4  1. When clicking the Select All button on the Spec Sheets or Literature tab of the Print window, it would add duplicates into the Print Selections list.

 2. When duplicating a document that had spec sheets, the duplicate document would have duplicate Spec Sheets in the Print Selections list.

 3. For SugarCRM users, re-saving an Opportunity was setting the estimated close date to today's date.

 4. For Salesforce users, when updating an existing Opportunity, the Default Contact Role was being applied instead of keeping the previously selected Contact Role.

 5. For Salesforce users, the contact role and contact name were not being populated when choosing an existing opportunity on the Opportunity window.

 6. When duplicating a document, the Links on the Links tab would not appear until a Print operation was performed.

 7. For SugarCRM users, when searching on the Contact Lookup window with 'Also display Account Contacts' checked, only 1 contact search result was showing. [Service Release: 4.01]

 8. If the License Manager had an "X" License Key that had a subscription for QuoteWerks Desktop and did not have a Real-time subscription you would receive an erroneous error stating that the QuoteWerks Desktop subscription expires on December 30, 1899. [Service Release: 4.01]

 9. When rehosting to the Database provided through the QuoteWerks Database Hosting (Aspire hosted) subscription, the database client authorization was not allowing a connection to the database. [Service Release: 4.02]

 10. When creating purchase orders from the Purchasing window, if you specified an SO Number to write into all the line items, it was not working and if the line item already had the same SO Number you would be asked if you want to replace the SO Number with the same SO Number. [Service Release: 4.02]

 11. When an existing installation was on an Access backend and then updated to build 4.02, and then rehosted to the new QuoteWerks Database Hosting (Aspire hosted) database, upon restart would receive an "Aspire Hosted Database Client Authorization" Tenant Account Credentials Error. [Service Release: 4.03]

 12. For SugarCRM users, the expected closed date field can only be set if the SugarCRM instance supports Revenue Line Items and the quote has line items or if the SugarCRM instance does not support Revenue line items. [Service Release: 4.04]

 13. You can no longer upload changes to a QuoteValet quote if it has been 'Accepted by Proxy' Or 'Closed as Lost'. [Service Release: 4.04]

 14. When a document that was uploaded to QuoteValet was Converted As Lost, the dh.QuoteValetStatusCode field was not getting updated. [Service Release: 4.04]

 15. When opening a quote that has been uploaded to QuoteValet that has already been accepted, QuoteWerks will not check QuoteValet for updates for this document unless Payment Processing is enabled and the the quote is not fully paid. This is done to speed up the opening of older closed quotes. In this scenario, if you then went to the print window the QuoteValet button would still be enabled even though it shoudl not be. Now, in this scenario, when the print window is opened, QuoteValet will be checked to get the information it needs. [Service Release: 4.04]

 16. If you had uploaded a quote to QuoteValet and then instead of the customer accepting it on QuoteValet you choose File->Convert to Order, and the option to preserve the existing quote was set, then when you later opened the order, it would still allow you to re-upload this accepted order to QuoteValet. [Service Release: 4.06]

Источник: [https://torrent-igruha.org/3551-portal.html]
, Maximizer 8 - CRM SQL Server serial key or number

Whats New in Maximizer Enterprise Team  

What’s New (Entrepreneur & Team editions) Top 11 reasons to upgrade:

includes new features and key enhancements in the following areas: 1. Improved User Interface 2. Advanced Sales Opportunity Management1 3. Column Set-Up and Searches based on Address Book Entry Fields 4. Associated Column Views for Searches & Lists 5. Sales Email Templates 6. Conditional Color Highlighting 7. Custom Actions Tab

Maximise your time, target the right prospects, increase sales. Building on a track record of more than 20 years of success, Maximizer™ CRM 11 Entrepreneur & the NEW Team Edition provide simple, accessible, high-value sales and contact management for individuals and small businesses. They enable companies to access critical information — in the office or on the road — to target the right prospects, build customer loyalty and increase sales. We’ve equipped the latest Maximizer CRM 11 Entrepreneur & Team Editions with a new, intuitive interface and intelligent features and enhancements to make working productively easier than ever. Entrepreneur Edition is designed for individuals or up to five users working together in a networked environment. Team Edition is designed for groups of 5-50 users, also working in a networked environment, where more advanced sales opportunity management and collaboration is required. Team Edition also includes MaxMobile for BlackBerry®, as well as software assurance as an option. A Team Approach to Sales Key Insights & Focused Teamwork to Increase Sales

8. Mobile CRM Real-Time Data2

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9. Mobile CRM Multi-User Support2

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10. Mobile CRM Support for Voice, Video & Image2 11. Mobile CRM Multi-Point Mapping & Route Planning2

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Conditional Colour Highlighting: Allows you to categorise and prioritise your most important information at a glance

Enjoy optimised usability through a modern, intuitive interface that’s easy to navigate, especially for those familiar with the Microsoft® Office® suite of products. Manage Sales Opportunities more effectively by focusing on the deals that have the highest potential, with an accurate view into your pipeline and the performance of individual reps and sales teams.1 Build stronger collaboration on sales deals by creating Sales Teams within Maximizer CRM to focus on assigned Sales Opportunities.1 Categorise and prioritise your most important information — Leads, Sales Opportunities, Tasks and Appointments — with Conditional Color Highlighting that extends to column reports to visualise the most valuable customers to your business. Increase efficiency of your customer list management with faster searches and view the information the way you want it, by associating specific Column Views to Catalog Searches and Favorite Lists. Find the most relevant information faster in HTML-rich notes for easier viewing, formatting of records and hyper-linking to online information. Focus in on critical information by tagging and highlighting the Notes that are most important to your team. Leverage Microsoft® SQL Server Express as included with the product, or with Team Edition you have the option of using your existing Microsoft® SQL database.


Effective Communication & Time-Management „„

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„„ Custom Actions Tab/Quick Access Toolbar: Set up and access shortcuts to your most commonly used series of commands with the Custom Actions Tab on the Quick Access Toolbar.

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Merge customer information with quick sales email templates to enable efficient and timely follow-up. Leverage merge fields to maximise your productivity by sending personalised, tailored messages to a number of customer records or to a saved list. Create your own email templates to use for prospecting, follow-up, welcoming new customers or any other activity. Gain greater insight from Incoming vs. Outgoing Call reports to effectively manage sales resources. Save time by including external contacts on meeting and appointment notifications. Minimise data entry time with pre-populated information in select fields of a new prospect or customer record. Set up and access shortcuts to your most commonly used series of commands with the Custom Actions Tab on the Quick Access Toolbar.

Maximum Mobility2

Access & Collaboration „„

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Deploy MaxMobile on your field sales and service staff’s BlackBerry® smartphones quicker and easier than ever, for a seamless start. Get real-time online access to entire Maximizer CRM database content including Sales Opportunities. Enable collaboration among team members on the road to set up multi-user appointments, assign Tasks, and update Sales Opportunities. Save time by creating Maximizer Appointments, Hotlist Tasks and Sales Opportunities directly from a BlackBerry® Address Book entry. Work efficiently, saving BlackBerry® emails to Maximizer CRM. Save Address Book entries with one-click to Maximizer CRM and vice-versa.

Increase Productivity and Optimise Sales Resources „„

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„„ Mobile CRM: Get real-time online access to entire Maximizer CRM database and content

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Navigate quickly and easily with the new tab-based interface for BlackBerry® smartphones. Elevate the level of communications and information kept on record with video, voice and image capture and storage in Maximizer CRM. Plan your optimal day of appointments and activities by mapping multiple customers to your BlackBerry® GPS to get turn-by-turn directions.3 Maximise productivity by focussing on priority tasks and activities with View and Filter menu options showing the status of Activities and deadlines for Hotlist items. Retrieve contacts and Sales Opportunities for the current entry directly from the Address Book window. Manage tasks more effectively by seeing the contact record associated with the activity. Set-up appointments quickly with a view of availability of a selected list of users, locations and resources. Receive and send automatic email notifications for appointments and Task assignments. Manage documents associated with an Address Book entry or Opportunity with the ability to open and filter by type and age. Improve productivity in the field by viewing, creating and editing new documents on your BlackBerry®.

1. Advanced Sales Opportunity Management included in Team, Group and Enterprise Editions only. 2. MaxMobile is included with Team Edition. MaxMobile is an add-on product for Entrepreneur Edition with additional licensefees. MaxMobile requires wireless server hardware and Microsoft® Internet Information Services (IIS) 3. For BlackBerry® devices running BlackBerry® OS 4.2.1 to 4.6, only BlackBerry® Map is supported. Driving directions are not available. Driving directions are available for BlackBerry® devices running BlackBerry® OS 4.7 and later only


Compare your Version to Maximizer CRM 11 TEAM

ENTREPRENEUR

11

11

10

MaxMobile for BlackBerry®

a

a

a

Mobile synchronisation through Outlook®

a

a

a

Real-time online access to entire Maximizer CRM database

New

New

MaxMobile support for video, voice & image

New

New

MaxMobile multi-point mapping & route planningii

New

New

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a a a a Improved Improved a a Improved Improved Improved

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New

New

New

New

a a a a

USER FEATURES

9

8

7

a a

a

6.0

Mobile Accessi

Account & Contact Management Categorised user-defined fields Sorting of user-defined fields Centralised user-defined fields In-place updating of user-defined fields Key user-defined fields Mandatory fields Import from ACT! Import/export in standard formats Accounting Link for QuickBooks® Extensive customisation of views List management

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Time & Task Management Flexible column views for tasks View related account information monthly, weekly, daily Daily, weekly, monthly calendar view Track time spent by product or service Set flexible work hours in calendar Calendar integration with Outlook® My Work Day Multi-user calendar Resource & location management Task management Microsoft Office®-style interface, ribbon command bar Quick Access Toolbar & Custom Actions Tab

a

a

Outlook Integration Maximizer toolbar located in Outlook® Synchronise tasks Access contacts from Outlook® and vice versa Email integration with Outlook®

On-the-Fly Reporting Unlimited number of columns Export column reports to Excel® Save reports as PDF

Communications Link Maximizer to your phone Preview messages within the email window Auto-signature Works with Word Support for HTML email Spell check HTML email Google® and Bing™ Maps for global mapping Company Library for document sharing Email multiple documents from library Letters, faxes with merge fields

a


TEAM

ENTREPRENEUR

11

11

10

9

a Improved

a Improved a Improved a a a

a a a a a a a

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a a a a a a a

a a a a a

USER FEATURES

8

7

6.0

a

a

a

a

a

a

a a a

a

Sales Sales funnel reports Opportunity analysis & pipeline reports Sales Action Plans Opportunity management Assign key decision-makers Assign product & category Sales forecasting Sales Team creation & Advanced Sales Opportunities Managementiii

a

Improved a a a

a

a

Administration Transfer/import/export rights Convert embedded documents to link outside Support for Microsoft® SMS for installation Live Update 128-bit cipher public key encryption Full & Read-Only access settings Role-Based security groups

Improved a a Improved a a a

a

a

i. MaxMobile is included with Team Edition. MaxMobile is an add-on product for Entrepreneur Edition with additional license fees. MaxMobile requires wireless server hardware and Microsoft® Internet Information Services (IIS). ii. For BlackBerry® devices running BlackBerry® OS 4.2.1 to 4.6, only BlackBerry® Map is supported. Driving directions are not available. Driving directions are available for BlackBerry® devices running BlackBerry® OS 4.7 and later only. iii. Advanced Sales Opportunity Management included in Team, Group and Enterprise Editions only.

Visit www.max.co.uk for a complete list of supported databases

Technology Partners

Certified Solution Provider

Why Maximizer CRM 11? 1. 2. 3.

Tel: 08450 260 220 info@avrion.co.uk

4.

Visit www.max.co.uk for:

Simple & Quick to deploy, learn, use and maintain Access Options through web, desktop and mobile smartphones Value. Best Value for a full-featured CRM, low total cost of ownership Expertise. More than 20 years as a pioneer and leader in CRM.

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Information based on your role: sales, marketing, service, executive, IT Information on CRM and Contact Management An overview of features and technology Online demos and free trial software White papers and webinars on CRM best practices

Maximizer CRM helps small and medium-sized businesses maximise sales, customer satisfaction and profitability through increased business productivity and optimisation of limited resources

UK & Eire: +44 (0) 1344 766902 Europe & Middle East: +44 (0) 1344 766903 Africa: +27 (0) 11 275 0116 Email: info@max.co.uk Web: www.max.co.uk

Americas

Australia, New Zealand

Asia

604-601-8000 phone

+61 (0) 2 9957 2011 phone

+(852) 2598 2888 phone

604-601-8001 fax

+61 (0) 2 9957 2711 fax

+(852) 2598 2000 fax

info@maximizer.com

info@maximizer.com.au

info@maximizer.com.hk

www.maximizer.com

www.maximizer.com.au

www.maximizer.com.hk

Источник: [https://torrent-igruha.org/3551-portal.html]
Maximizer 8 - CRM SQL Server serial key or number

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What’s New in the Maximizer 8 - CRM SQL Server serial key or number?

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