Maximizer CRM 11 Customization Manual

Notice of Copyright

Registered Trademarks and Proprietary Names

Product names mentioned in this document may be trademarks or registered trademarks of Maximizer Software Inc. or other hardware, software, or service providers and are used herein for identification purposes only.

Applicability

This document applies to Maximizer CRM 11 and Maximizer CRM 11 Customization Suite software.

Maximizer Software Address Information

Corporate Headquarters Americas

Maximizer Software Inc. 1090 West Pender Street – 10th Floor Vancouver, BC, Canada V6E 2N7

+1 604 601 8000 phone +1 604 601 8001 fax +1 888 745 4645 support

info@maximizer.com www.maximizer.com Knowledge Base: www.maximizer.com/knowledgebase

Europe, Middle East, and Africa

Maximizer Software Ltd Apex House, London Road Bracknell, Berkshire RG12 2XH United Kingdom

+44-1344-766900 phone +44-1344-766901 fax

info@maximizer.co.uk www.maximizer.co.uk

Maximizer Asia Limited 17/F, Regent Centre 88 Queen's Road Central Central, Hong Kong +(852) 2598 2811 phone +(852) 2598 2000 fax

info@maximizer.com.hk www.maximizer.com.hk

Australia

Maximizer Software Solutions Pty. Ltd. Level 10, 815 Pacific Highway Chatswood NSW 2067 Australia +61 (0)2 9957 2011 phone +61 (0)2 9957 2711 fax

info@maximizer.com.au www.maximizer.com.au

Contents i

Contents

Chapter 1 Introduction ............................................................................1Who Should Use This Guide?........................................................................2Related Documentation................................................................................2

Chapter 2 COM: MaAccess and MaConfig COM Objects........................3MaAccess: Introduction.................................................................................4

Methods and Properties ........................................................................4Using MaAccess ......................................................................................4Referential Integrity and Business Rules ..............................................7Getting Error Feedback .........................................................................8

Using MaAccess or MaConfig with the .NET Framework ...........................9MaAccess and Managed C++ .NET ......................................................10

MaAccess: MaHost Object...........................................................................11Connecting to MaAccess using Early and Late Binding.....................11CheckForLoginAccess ...........................................................................14CreateObject ........................................................................................15DBLoginCheck ......................................................................................16Init.........................................................................................................17ValidDate ..............................................................................................18ValidTime..............................................................................................19

MaAccess: Other Objects ............................................................................20Account Object.....................................................................................21Address Object .....................................................................................22Appointments Object ..........................................................................23CampaignAccounts Object ..................................................................25CampaignData Object .........................................................................25Company Object...................................................................................26CSCase Object.......................................................................................27CustomIndependent ............................................................................28CustomChild .........................................................................................29Detail Object ........................................................................................30DetailDefs Object .................................................................................32Documents Object................................................................................34Email Object .........................................................................................34GroupMembers Object ........................................................................35Hotlist Object .......................................................................................36Letters Object .......................................................................................37Library Object.......................................................................................39

Maximizer CRM 11Customization Suite - Volume II

Notes Object .........................................................................................40OMSObject Object................................................................................41OppActivity Object...............................................................................42OppLink Object ....................................................................................43Opportunity Object..............................................................................44OppRating Object ................................................................................45OppStep Object ....................................................................................46People Object .......................................................................................47Resources Object ..................................................................................48SecurityGroup Object ...........................................................................48StoredProcedure Object.......................................................................49Strategy Object.....................................................................................50StrategyLink Object..............................................................................51SysGroups Object..................................................................................52Team Object..........................................................................................53UserDetails Object................................................................................54Users Object..........................................................................................55Hidden Objects .....................................................................................56

MaAccess: Methods .....................................................................................57AddEmailDocument .............................................................................60AssignOppSFStanding ..........................................................................63ChangeMemberList ..............................................................................63ChangeMemberListEx ..........................................................................64ChangePassword ..................................................................................64Clear ......................................................................................................65ConvertToCompany..............................................................................65ConvertToIndividual .............................................................................66Delete....................................................................................................66Download .............................................................................................67EndSelect ..............................................................................................67Execute..................................................................................................68GetDescription......................................................................................68GetEmailSignature ...............................................................................69GetLastEventCode ................................................................................69GetLastEventDesc .................................................................................70GetMAObjectName..............................................................................70GetMemberList .....................................................................................71GetMemberListEx .................................................................................71GetNext.................................................................................................72GetParameter .......................................................................................73GetSolutionNote ..................................................................................73GetText..................................................................................................74GetTotalRowCount...............................................................................74GetUserDisplayName ...........................................................................75GroupInsert...........................................................................................75Insert .....................................................................................................76LockRecord ...........................................................................................76

Contents iii

Select.....................................................................................................77SelectAllRelated ...................................................................................78SelectCalendarUserModifyList.............................................................78SelectCalendarUserReadList ................................................................79SelectDetailListForClient ......................................................................79SelectDetailListForDelete.....................................................................80SelectDetailListForModify....................................................................80SelectDetailListForRead .......................................................................81SelectExtensionList ...............................................................................81SelectFromCampaign ...........................................................................81SelectFromList ......................................................................................82SelectFromSNList ..................................................................................82SelectHotlistUserModifyList.................................................................83SelectHotlistUserReadList ....................................................................83SelectTemplates....................................................................................83SelectWithAccountCondition ..............................................................83SelectWithCampaignCondition...........................................................84SelectWithCSCaseCondition ................................................................84SelectWithOppCondition.....................................................................85SetDateRange.......................................................................................85SetDetailIn ............................................................................................86SetDetailLike ........................................................................................86SetDetailRange.....................................................................................87SetEmailSignature................................................................................88SetEnumValue ......................................................................................89SetFilterEnum .......................................................................................89SetFilterLike..........................................................................................90SetFilterRange ......................................................................................91SetKeyWordValue ................................................................................92SetLikeValue .........................................................................................92SetMaxValue.........................................................................................93SetMinValue .........................................................................................94SetParameter........................................................................................94SetPhraseValue.....................................................................................95SetRange...............................................................................................96SetSolutionNote ...................................................................................97SetSortOrder.........................................................................................97SetUserDisplayName ............................................................................98SetUserIdRange ....................................................................................98SubFilterEnd .........................................................................................98SubFilterStart........................................................................................99UnlockRecord .....................................................................................100Update ................................................................................................100

MaConfig COM Object..............................................................................101GetConfigString .................................................................................101SetConfigString ..................................................................................102Four-letter Module Codes..................................................................102

MaConfig Table: Entries and their Meanings ...................................103

Chapter 3 Maximizer.Data: Introduction ...........................................111Maximizer.Data Introduction....................................................................112Developing with .NET and Maximizer.Data.............................................113

Namespaces ........................................................................................113Exceptions...........................................................................................113Working with Lists..............................................................................115

Search String Language ............................................................................116Search Syntax......................................................................................116Search Operators................................................................................116Exceptions...........................................................................................120

Chapter 4 Maximizer.Data: Hooks and Other Customizations .........123Address Book, Customer Service, and Opportunity Hooks .....................124

Creating a Custom Hook....................................................................124Creating an ASP.NET Web Application Custom Dialog Box.............125Adding Your Custom Hook to the CustomHooks.xml File...............127

Custom Tabs ...............................................................................................128Creating a Custom Tab.......................................................................128Creating an ASP.NET Web Application Custom Tab .........................129Adding Your Custom Tab to the DialogTabs.xml File.......................132

Actions Menu Customization....................................................................133Creating a Custom Action for the Actions Menu.............................133Creating an ASP.NET Web Application Custom Action Dialog Box.134Adding Custom Actions to the CustomActions.xml File ..................135Creating Custom Links to External Websites ....................................137

AppointmentHook ....................................................................................139Web.config .........................................................................................139AppointmentHook.js..........................................................................140

Custom Applications in Web Access Sites ................................................141Creating Custom Applications...........................................................141Creating Icons for Custom Applications............................................141Linking Custom Applications to Web Access Sites ...........................142

Chapter 5 Maximizer.Data: Field Matrices and Object Hierarchies..145MxField.......................................................................................................147

MxString .............................................................................................148MxDateTime .......................................................................................149MxInteger ...........................................................................................150MxDouble ...........................................................................................150MxBoolean..........................................................................................151

MxKey Object ............................................................................................152MxKey .................................................................................................152ToString...............................................................................................152

Contents v

IsForObject..........................................................................................152ValidateKeyType.................................................................................153

Data Objects ..............................................................................................154ResetKey .............................................................................................154

AddressBook Object ..................................................................................155AbEntry Object ..........................................................................................156

Company Object.................................................................................161Individual Object................................................................................161Contact Object ...................................................................................162

Address Object ..........................................................................................164Appointment Object .................................................................................165Article Object.............................................................................................167Campaign Object.......................................................................................168ColumnSetup Object .................................................................................170CSCase Object ............................................................................................171CustomChild Object ..................................................................................173CustomIndependent Object .....................................................................175Document Object ......................................................................................177Email Object ..............................................................................................178FavoriteList Object ....................................................................................179Note Object ...............................................................................................180Opportunity Object...................................................................................181Option Object............................................................................................183Quota Object .............................................................................................183SecurityPermissions Object .......................................................................184SecurityPrinting Object .............................................................................184SecurityPrivilege Object ............................................................................184SecurityRole Object ...................................................................................185Task Object.................................................................................................185UdfDefinition Object ................................................................................186User Object ................................................................................................187

CloneDetailInfo ..................................................................................188CloneAccessSettings...........................................................................188ClonePreferences ...............................................................................188User Details.........................................................................................188User Rights..........................................................................................189Logging Preferences ..........................................................................192

Chapter 6 Maximizer.Data: Access Objects ........................................197Exceptions..................................................................................................199AddressBookMaster Object ......................................................................201

AddressBookMaster ...........................................................................202CompleteForcedPasswordChange.....................................................202Create...Access ....................................................................................204

EmailForgottenCredentials ................................................................206ExternalLogin .....................................................................................207GetCurrentAddressBookName ..........................................................207GetCurrentSqlDatabaseName ...........................................................208GetDBList ............................................................................................208Login ...................................................................................................208LoginAuth...........................................................................................209LoginMaximizer..................................................................................210ValidateCredential .............................................................................211ValidateCredentialAuth .....................................................................212

GlobalAccess Object ..................................................................................213GetMaConfigString ............................................................................213GetModuleVersionString ...................................................................214GetWebServiceInfo.............................................................................214ReadAddressBookList .........................................................................215

MxAbAccess Object ...................................................................................216GetLastQuarterEndDate ....................................................................216GetLastQuarterStartDate...................................................................217GetNextQuarterEndDate ...................................................................217GetNextQuarterStartDate..................................................................217GetThisQuarterEndDate ....................................................................218GetThisQuarterStartDate...................................................................218GetQ1EndDate ...................................................................................218GetQ1StartDate..................................................................................219GetQ2EndDate ...................................................................................219GetQ2StartDate..................................................................................219GetQ3EndDate ...................................................................................220GetQ3StartDate..................................................................................220GetQ4EndDate ...................................................................................220GetQ4StartDate..................................................................................221ReadFiscalYearStartMonth.................................................................221

AbEntryAccess Object................................................................................222AddPartnerLink ..................................................................................223AddToRecentEntryList ........................................................................224ChangeExternalPassword ..................................................................225ConvertContactToIndividual ..............................................................225ConvertIndividualToCompanyAndContact .......................................226Delete..................................................................................................226DeletePartnerLink ..............................................................................227GetLoggedInUser ...............................................................................228GetLoggedInUserKey .........................................................................228GetSearchMetricValue .......................................................................228Insert ...................................................................................................229IsFullAccessGranted............................................................................230ReadAddressList .................................................................................230ReadCampaignList..............................................................................231ReadContactList..................................................................................231

Contents vii

ReadContactOnlyList..........................................................................232ReadCSCaseList ...................................................................................233ReadDefaultEntry...............................................................................233ReadDocumentList .............................................................................234ReadDuplicateAbEntryList .................................................................234ReadIndividualOnlyList ......................................................................235ReadKeyFieldListList...........................................................................236ReadKeyFieldSettings ........................................................................236ReadList ..............................................................................................236ReadNoteList ......................................................................................240ReadOpportunityList..........................................................................241ReadPartnerList ..................................................................................241ReadRecentEntryList ..........................................................................242ReadTaskList .......................................................................................242RefreshMandatoryFieldProperty.......................................................242SetDefaultEntry..................................................................................243Update ................................................................................................243

AddressAccess Object ................................................................................245Delete .................................................................................................245Insert ...................................................................................................246ReadList ..............................................................................................246Update ................................................................................................247

AppointmentAccess Object ......................................................................248Delete .................................................................................................248GetAllLocations ..................................................................................249GetAllResources .................................................................................249GetHolidays ........................................................................................249GetSearchMetricValue .......................................................................249GetUsersWeCanMakeAppointmentWith..........................................250GetUsersWeCanSeeCalendarOf.........................................................250Insert ...................................................................................................251QuickInsert .........................................................................................251ReadList ..............................................................................................252ReadListSpecial ...................................................................................253TranslateKeyForUser ..........................................................................255Update ................................................................................................255

ArticleAccess Object ..................................................................................256Delete .................................................................................................256Download ...........................................................................................257Insert ...................................................................................................257ReadList ..............................................................................................258SetData ...............................................................................................259Update ................................................................................................259

CampaignAccess Object ............................................................................260GetSearchMetricValue .......................................................................260RetrieveClickedThroughAbEntryKeys ...............................................261

RetrieveOpenedEmailAbEntryKeys ...................................................261RetrieveUnsuccessfulAbEntryKeys.....................................................262

ColumnSetupAccess Object.......................................................................263Delete..................................................................................................265Get...PartnerDataSet ..........................................................................265GetOppEntryPartnerAndCompetitorDataSet ...................................266Insert ...................................................................................................267Read...ColumnSetupList .....................................................................267Read...UdfColumnSetupMergeFields ................................................268Read...View.........................................................................................268ReadColumnList..................................................................................271ReadList...............................................................................................272Update ................................................................................................273UpdateColumnList..............................................................................273

CSCaseAccess Object..................................................................................274Assign..................................................................................................275Delete..................................................................................................276GenerateDeadlineDateByResponseTimePreference ........................276GetSearchMetricValue .......................................................................277GetSolutionNote ................................................................................277Insert ...................................................................................................278ReadCSManagersList ..........................................................................278ReadCSRepresentativesList ................................................................279ReadDefaultCSCaseEntry ...................................................................279ReadDocumentList .............................................................................279ReadKeyFieldListList ...........................................................................280ReadList...............................................................................................280ReadNoteList ......................................................................................281ReadProductAndCategory .................................................................281ReadStatusOptionListForAssign ........................................................282ReadStatusOptionListForEscalate......................................................282ReadStatusOptionListForResolve.......................................................282Resolve ................................................................................................282SetDefaultCSCaseEntry ......................................................................284SetSolutionNote .................................................................................284Update ................................................................................................285

CustomAccess Object.................................................................................286Delete..................................................................................................286Insert ...................................................................................................287ReadChildList ......................................................................................287ReadIndependentList .........................................................................288Update ................................................................................................290

DetailFieldAccess Object ...........................................................................291DocumentAccess Object ............................................................................294

Delete..................................................................................................294Download ...........................................................................................295

Contents ix

GetDocumentList ...............................................................................296GetSubFolderList ................................................................................296GetText................................................................................................297Insert ...................................................................................................297IsFullTextSearchingSupported ...........................................................299ReadAnnouncementList ....................................................................299ReadList ..............................................................................................299SetData ...............................................................................................300Update ................................................................................................301

EmailAccess Object....................................................................................302GetBestEmailAddress .........................................................................302GetEmailSignatureText ......................................................................302Insert ...................................................................................................303IsEmailLoggingDefinedForLoggedInUser .........................................303SaveEmailAsDocument ......................................................................303SendHtmlEmail ...................................................................................305SendTextEmail ....................................................................................306

FavoriteListAccess Object ..........................................................................308AddEntriesToFavoriteList ...................................................................308AddToRecentEntryList........................................................................309ClearRecentEntryList ..........................................................................309Delete .................................................................................................310GetDescription ...................................................................................310GetNumberOfVisibleEntries ..............................................................311Insert ...................................................................................................311ReadList ..............................................................................................312ReadRecentEntryList ..........................................................................313RemoveAllEntriesFromFavoriteList ...................................................313RemoveEntriesFromFavoriteList ........................................................313SetDescription ....................................................................................314Update ................................................................................................314

GroupAccess Object ..................................................................................315Delete .................................................................................................315GetGroupMemberList ........................................................................316Insert ...................................................................................................317ReadList ..............................................................................................317Update ................................................................................................319

NoteAccess Object .....................................................................................320Delete .................................................................................................321Insert ...................................................................................................321ReadDefault...Note ............................................................................322ReadDefault...NoteText .....................................................................322ReadList ..............................................................................................323SetDefault...Note ...............................................................................324Update ................................................................................................324

OpportunityAccess Object ........................................................................325

AddCompetitorLink ...........................................................................326AddPartnerLink ..................................................................................326DeleteCompetitorLink .......................................................................327DeletePartnerLink ..............................................................................328EvaluateCurrentUserInSalesTeam......................................................328GetReasonListForStatus .....................................................................329GetSearchMetricValue .......................................................................329Insert ...................................................................................................330ReadCompetitorList ...........................................................................330ReadFullCompetitorList .....................................................................331ReadFullPartnerList ............................................................................331ReadKeyFieldListList ...........................................................................331ReadLibraryOpportunityStrategy......................................................332ReadOpportunityStrategy .................................................................332ReadPartnerList ..................................................................................332ReadSalesTeamList..............................................................................333ReadUserList .......................................................................................333Update ................................................................................................333UpdateOpportunityStrategy .............................................................334

OptionAccess Object .................................................................................335GetUsersLoggedInUserCanSeeOrModifyCalendarOf .......................335GetUsersLoggedInUserCanSeeOrModifyHotlistOf ...........................336GetUsersWhoCanSeeOrModifyCalendarOfLoggedInUser ...............336GetUsersWhoCanSeeOrModifyHotlistOfLoggedInUser ...................336KeyFieldListKeyToInt ..........................................................................337OpportunityStrategyKeyToInt ...........................................................337ReadList...............................................................................................337ReadSearchList....................................................................................339ReadUdfNames...................................................................................340SalesTeamKeyToInt.............................................................................340

QuotaAccess Object...................................................................................341Delete..................................................................................................341GetDescription....................................................................................342GetSearchMetricValue .......................................................................342GetSearchMetricValueForListControl ................................................343Insert ...................................................................................................344ReadList...............................................................................................344ReadSalesTeamForLoggedInUser.......................................................345SetDescription ....................................................................................346Update ................................................................................................346

RightAccess Object ....................................................................................347CloneRightList ....................................................................................349CreateRightsByOwner........................................................................350Delete .................................................................................................350GetRightListByOwner.........................................................................351GetRightPermission............................................................................351GetRightPrinting ................................................................................352

Contents xi

GetRightPrivilege ...............................................................................352GetRightUserRole...............................................................................353GetSecurityPermissionListByOwner ..................................................353GetSecurityPrintingListByOwner.......................................................354GetSecurityPrivilegeListByOwner......................................................354GetSecurityRoleListByOwner.............................................................355Insert ...................................................................................................355RebuildUserEffectiveRights ...............................................................356RemoveRightsByOwner .....................................................................356Update ................................................................................................357UpdateRightsByOwner ......................................................................357

TaskAccess Object ......................................................................................358Delete .................................................................................................358GetSearchMetricValue .......................................................................359Insert ...................................................................................................360ReadList ..............................................................................................360Reassign ..............................................................................................362Update ................................................................................................362

UdfAccess Object.......................................................................................363Delete .................................................................................................368GetBestEmailAddress .........................................................................369GetFieldValue .....................................................................................369GetShowTreeViewSetting..................................................................370GetUdfSetupDescription....................................................................370Insert ...................................................................................................371IsFieldInUseByFormulas......................................................................371LoadCurrentUserDefaultEntryValues................................................372ReadAppointmentCategoryUdfSetup...............................................372ReadAppointmentProductUdfSetup.................................................372ReadKeyFieldList ................................................................................372ReadUdfDefinitionAndUdfList ..........................................................373ReadUdfDefinitionList .......................................................................373ReadUdfList ........................................................................................374SetFieldValue......................................................................................374SetShowTreeViewSetting...................................................................375UdfSetupInsert ...................................................................................375UdfSetupTableItemInsert...................................................................376Update ................................................................................................378

UserAccess Object......................................................................................379ChangePassword ................................................................................380Delete .................................................................................................382GetUser ...............................................................................................382GetUsersFriendlyName ......................................................................383Insert ...................................................................................................383ReadCalendarAppMemberModifyList ..............................................384ReadCalendarAppMemberReadList ..................................................385ReadCalendarUserModifyList ............................................................385

ReadCalendarUserReadList ................................................................385ReadCaseMonitoringUserList ............................................................386ReadGroupList ....................................................................................386ReadHotlistUserModifyList ................................................................387ReadHotlistUserReadList ....................................................................387ReadList...............................................................................................387ReadLoggedInUser .............................................................................388ReadOppMonitoringUserList .............................................................389ReadPegboardUsersList......................................................................389Update ................................................................................................390UpdateCaseMonitoringUserList ........................................................391UpdateOppMonitoringUserList .........................................................391UpdatePegboardWithCurrentAppointments ...................................392

Chapter 7 Maximizer Web Service ......................................................395About Maximizer Web Service .................................................................396Configuring Maximizer Web Service........................................................396CreateNew[ObjectName] ..........................................................................397AbEntryAccess... Methods.........................................................................398

AbEntryAccessAddAccessPartnerLink................................................399AbEntryAccessDelete .........................................................................399AbEntryAccessDeletePartnerLink ......................................................400AbEntryAccessGetLoggedInUser .......................................................400AbEntryAccessGetLoggedInUserKey .................................................400AbEntryAccessInsert ...........................................................................401AbEntryAccessIsFullAccessGranted....................................................402AbEntryAccessReadAddressList .........................................................402AbEntryAccessReadCampaignList .....................................................403AbEntryAccessReadCompanyOnlyList ...............................................403AbEntryAccessReadContactList .........................................................404AbEntryAccessReadContactOnlyList..................................................404AbEntryAccessReadCSCaseList ...........................................................405AbEntryAccessReadDefaultEntry.......................................................405AbEntryAccessReadDocumentList .....................................................406AbEntryAccessReadDuplicateAbEntryList .........................................406AbEntryAccessReadIndividualOnlyList ..............................................407AbEntryAccessReadKeyFieldListList...................................................407AbEntryAccessReadKeyFieldSettings ................................................408AbEntryAccessReadList ......................................................................408AbEntryAccessReadNoteList ..............................................................409AbEntryAccessReadOpportunityList..................................................409AbEntryAccessReadTaskList ...............................................................410AbEntryAccessSetDefaultEntry..........................................................410AbEntryAccessUpdate ........................................................................411

AddressAccess... Methods .........................................................................412AddressAccessDelete..........................................................................412

Contents xiii

AddressAccessInsert ...........................................................................413AddressAccessGetLoggedInUser .......................................................413AddressAccessGetLoggedInUserKey .................................................413AddressAccessReadList.......................................................................413AddressAccessUpdate ........................................................................414

AddressBookMaster... Methods................................................................415AddressBookMasterGetConnectionAddressBookName ..................415AddressBookMasterGetConnectionSqlDatabaseName....................416AddressBookMasterGetDBList...........................................................416AddressBookMasterLogin..................................................................417AddressBookMasterLoginAuth .........................................................417AddressBookMasterLoginMaximizer ................................................418AddressBookMasterValidateCredential ............................................419AddressBookMasterValidateCredentialAuth ...................................419

AppointmentAccess... Methods................................................................420AppointmentAccessGetAllLocations.................................................420AppointmentAccessGetAllResources ................................................420AppointmentAccessGetLoggedInUser ..............................................421AppointmentAccessGetLoggedInUserKey........................................421AppointmentAccessGetUsersWeCanMakeAppointmentWith ........421AppointmentAccessQuickInsert ........................................................422

DetailFieldAccess... Methods ....................................................................423DetailFieldAccessGetFieldValue ........................................................423DetailFieldAccessGetLoggedInUser...................................................423DetailFieldAccessGetLoggedInUserKey ............................................423DetailFieldAccessGetUdfSetupDescription .......................................423DetailFieldAccessReadUdfDefinitionAndUdfList..............................424DetailFieldAccessReadUdfDefinitionList...........................................424DetailFieldAccessReadUdfList............................................................424DetailFieldAccessSetFieldValue .........................................................424

DocumentAccess... Methods.....................................................................425DocumentAccessDelete .....................................................................425DocumentAccessDownload ...............................................................426DocumentAccessGetLoggedInUser ...................................................426DocumentAccessGetLoggedInUserKey .............................................426DocumentAccessInsert .......................................................................426DocumentAccessIsFullTextSearchingSupported ...............................427DocumentAccessReadList ..................................................................427DocumentAccessUpdate ....................................................................427

Global Access... Method............................................................................428GlobalAccessReadAddressBookList ...................................................428

NoteAccess... Methods ..............................................................................429NoteAccessDelete...............................................................................429NoteAccessGetLoggedInUser ............................................................429NoteAccessGetLoggedInUserKey ......................................................430NoteAccessInsert ................................................................................430

NoteAccessIsFullTextSearchingSupported.........................................430NoteAccessReadDefaultAbEntryNote ...............................................431NoteAccessReadList ............................................................................431NoteAccessSetDefaultAbEntryNote ..................................................432NoteAccessUpdate .............................................................................432

TaskAccess... Methods ...............................................................................433TaskAccessDelete ................................................................................433TaskAccessGetLoggedInUser..............................................................433TaskAccessGetLoggedInUserKey........................................................433TaskAccessInsert..................................................................................434TaskAccessReadList .............................................................................434TaskAccessReassign.............................................................................435TaskAccessUpdate...............................................................................435

UdfAccess... Methods ................................................................................436UdfAccessGetFieldValue ....................................................................436UdfAccessGetLoggedInUser...............................................................436UdfAccessGetLoggedInUserKey ........................................................437UdfAccessGetUdfSetupDescription ...................................................437UdfAccessReadAppointmentCategoryUdfSetup..............................437UdfAccessReadAppointmentProductUdfSetup ................................438UdfAccessReadKeyFieldList................................................................438UdfAccessReadUdfDefinitionAndUdfList..........................................439UdfAccessReadUdfDefinitionList.......................................................439UdfAccessReadUdfList........................................................................440UdfAccessSetFieldValue .....................................................................440

UserAccess... Methods ...............................................................................441UserAccessGetLoggedInUser .............................................................441UserAccessGetLoggedInUserKey .......................................................441UserAccessGetUser .............................................................................441UserAccessReadList.............................................................................442

Chapter 8 Maximizer.Web.Integration...............................................443EmployeePortal.General Class ..................................................................444

IsSessionExpired Property ..................................................................444EmployeePortal.Content.ContentModule Class ......................................445

LastSearchString Property..................................................................445ForceRefresh Property........................................................................445

EmployeePortal.Content.AddressBook Class ...........................................446ForceRecentEntriesRefresh Property.................................................446GetCurrentKeysList Method ..............................................................446GetSelectedKeysList Method .............................................................446

Chapter 9 MaxExchange Web Service Interface ................................447Introduction to the MaxExchange Web Service ......................................448Installing the MaxExchange Web Service ................................................448Configuring DCOM for MaxExchange Web Service ................................449

Contents xv

MaxExchange Data Types .........................................................................450SiteData ..............................................................................................450ConnectedSiteData ............................................................................451FavoriteData.......................................................................................451SynchronizedAddrBookData .............................................................452

MaxExchange Web Service Methods .......................................................453Login ...................................................................................................454AddressBookMaintenance.................................................................455GetAddressBookMaintSched.............................................................456GetAddressBookMaintSettings .........................................................457GetConnectedSites.............................................................................458GetCurrentState .................................................................................459GetDatabaseDescription....................................................................460GetEmailOpts .....................................................................................460GetEmailType......................................................................................462GetFavorites .......................................................................................463GetIsRunningTimeout ........................................................................463GetLoggingOpts.................................................................................464GetMachineName ..............................................................................465GetMessageBoxInfo ...........................................................................466GetProcessingType .............................................................................467GetProcessRefreshOnly ......................................................................467GetProcessSiteInfo .............................................................................468GetProgress ........................................................................................468GetServerType ....................................................................................469GetSites...............................................................................................469GetStatus ............................................................................................470GetSynchronizedAddressBookInfo....................................................471GetSyncProcessSched .........................................................................472GetSyncTransportSched .....................................................................473ImportLstInitialDistLst ........................................................................474MessageBoxResponse ........................................................................475Pause...................................................................................................476Resume ...............................................................................................476SetAddressBookMaintSched..............................................................477SetAddressBookMaintSettings ..........................................................478SetEmailOpts ......................................................................................479SetEmailType ......................................................................................480SetIndependentProcessing ................................................................481SetLoggingOpts..................................................................................482SetProcessRefreshOnly.......................................................................483SetSimultaneousProcessing ...............................................................483SetSyncProcessSched ..........................................................................484SetSyncTransportSched ......................................................................485SetToManualProcessing .....................................................................485Sync .....................................................................................................486

MaxExchange Web Service Methods – Remote Server ...........................487

GetFTPSettings ...................................................................................488GetHttpSettings..................................................................................489GetSaveToDisk ....................................................................................489GetSynchronizedAddrBks ..................................................................490SetFtpPort ...........................................................................................490SetFtpPort2 .........................................................................................491SetFTPSettings ....................................................................................492SetHttpSettings ..................................................................................493SetSaveToDisk .....................................................................................493SetTransportAddress ..........................................................................494TestFTPConnection .............................................................................495

Chapter 10 Customizing the Maximizer Interface...............................497Customizing Text in the Maximizer Interface..........................................498

Creating Customizations....................................................................498Saving Customizations .......................................................................503

Customizing Interfaces in Web Access Sites.............................................505Customizing Interfaces in MaxMobile......................................................506Adding Items to Maximizer’s Tools Tab....................................................507Adding Commands to Maximizer’s Custom Actions Tab.........................507

Chapter 11 Integrating Maximizer with SharePoint ...........................509Viewing Maximizer Data in Microsoft SharePoint ..................................510Business Data Lists .....................................................................................511

AbEntry ...............................................................................................511Note ....................................................................................................513Udf ......................................................................................................514

Business Data Related Lists .......................................................................515Note ....................................................................................................515Udf ......................................................................................................515

Index ....................................................................................517

Maximizer CRM 11 Customization Manual

Documents

Getting Started Guide - Collier Pickard · Maximizer CRM 12 | Getting Started Guide Maximizer CRM Basics The main component in Maximizer is the Address Book window, which lists the

OVERVIEW Maximizer CRM 2018 Overview...and anywhere/anytime mobile access, Maximizer is the affordable CRM solution of choice. Maximizer CRM 2018 has been designed with connectivity

Maximizer CRM 11download.maximizer.com/MaxCRM11/PDFs/ET/MaxCRM11et_Gettin… · Maximizer CRM 11 | Getting Started Guide Maximizer is a contact manager designed to help individuals,

Microsoft Dynamics CRM Customization and Configuration ...... Microsoft Dynamics CRM Customization and Configuration (MB2-707)

Maximizer CRM 2017 Getting Started Guidedownload.maximizer.com/MaxCRM2017/.../MaxCRM2017...Maximizer CRM 2017 Getting Started Guide Maximizer CRM Basics The main component in Maximizer

Maximizer CRM User's Guidedownload.maximizer.com/MaxCRM2019/Gold/Documents/... · Maximizer Software Address Information AMERICAS (HEAD OFFICE) Maximizer Services Inc. Sales +1 800

Maximizer CRM 10download.maximizer.com/maxCRM10entrepreneur/PDFs/...GettingStarted.pdfMaximizer CRM 10 | Getting Started Guide ... Insert the Maximizer CD into your drive. If the Setup

How to Make the Switch to Maximizer CRM

Maximizer CRM 11 Product Overview

OVERVIEW Maximizer CRM 2017 Overvie · Maximizer CRM 2017 is designed to help businesses use their CRM application as a ... Benefit of CRM 12. Deep Customer Insight - Consolidated

GettingStarted - Maximizer CRM 12

Maximizer CRM Enterprise Edition · Access your CRM system via almost any mobile device and beneﬁ t from comprehesive CRM functionality on the move. Compare Maximizer CRM Editions

Maximizer CRM What's New Feature Guide - Collier Pickard · What’s New Feature Guide – Maximizer CRM 2016 R2 14 Maximizer CRM 2016 R2 will include a French version. It will be

CABC Maximizer CRM 11 Edition Installation Guide CRM 11 Team... · kind of database used with Maximizer Professional versions 7, 8 or 9, to a Maximizer CRM 11 SQL Express Database

OVERVIEW Maximizer CRM 2016 Overview · tomer relationship management. OVERVIEW Maximizer CRM ˜˚˛˝ Overview 6 • Use the new Opportunities module to view contacts in the same

Maximizer CRM Administrator’s Guidedownload.maximizer.com/MaxCRM2015R2/Documents/MaxCRM_Gr…Maximizer Software Address Information Corporate Headquarters Americas Maximizer Services

Maximizer CRM Live Administrator's Guide

DATASHEET MaxExpress Upgrade Package (for V12.0+) · Migration from Maximizer CRM 12 or newer to Maximizer CRM. INCLUDED Migration from Maximizer 8.0 – Maximizer CRM 11 to Maximizer

Maximizer CRM Getting Started Guidedownload.maximizer.com › MaxCRM2019 › ... › MaxCRM2019_Getting… · Maximizer CRM Getting Started Guide Maximizer CRM Basics The main component

Maximizer CRM 11download.maximizer.com/MaxCRM11/PDFs/MaxCRM11_Getting... · 2013. 12. 13. · Maximizer CRM 11 | Getting Started Guide Maximizer CRM Basics The main component in Maximizer