Integration & Customization

Confidential Information Additions to Customization Suite  GUI Customization  Web Services

Confidential Information GUI Customizations 74PG

Confidential Information Creating Customizations

Confidential Information Deploying Customizations  Customizations can be deployed to an Address Book through the GUI Customization application, or through the Administrator Import Menu.  Customers do not need to purchase the Customization Suite to be able to deploy customizations – integrators may simply distribute exported xml customization files to them for deployment.

Confidential Information Elements Not Customizable  DB Strings  Non-customized Modules, including:  Order Desk  MaxFinder/MaxAlarm  MaxMobile  Strings not defined in Resources

Confidential Information Additional Reference Chapter 2: Customizing the Maximizer Interface

Confidential Information Web Services Web Services allow authenticated access to Maximizer CRM data from remote processes. Examples include:  Website located at an ISP based site accessing an internal Maximizer CRM implementation  Fully customized site (i.e. the customer does not wish to use our Portals but needs access)  Customer wishes to use web technology other than MS.NET (eg – PHP, JSP) 76PG

Confidential Information Web Services: Supported Functionality  Web Services support basic Address Book functionality:  Address Book entries  UDF’s  Activities (Tasks, Appointments)  Notes  Documents

Confidential Information Web Services: Configuration  Configuration hints:  Copy dll’s to the webservice bin directory:  Maximizer.Data.dll  Interop.maacccesslib.dll  Interop.maconfiglib.dll  Iternop.webcryplib.dll  IIS virtual directory: application pool should use Classic.Net AppPool  Enable directory browsing or enter exact path and file name of service  Documentation is included with Customization Suite installs