Home Contact us Contents Page About SAY Sales Links Specialised Order Form

Up What is it? Example Form Benefits Try it ! - Downloads Features New Features Buy it! - Licensing FAQ - MaxForms

FAQ - MaxForms
 

 

 

 

Table of Contents

Maximizer Version Compatibility
Maximum number of controls per form set
Currency Symbol will not Write
Repeated Pseudo Contact Creation
How to find lost controls
Is there a secret knack to moving the grid lines?
Dropping down a date control
When adding an appointment is it possible to pick who's calendar/hotlist it goes into?
Where should we put the application on a network?
Where do you put the MaxForms .ZMF files?
Where do you put the ancillary files for numbering, lookups etc?
If only some users should only see certain forms, how would you do this?
How do I make MaxForms start with a blank entry form?
Is there a way that a field can still be included in a calculation but if blank it is overlooked?
Can we run a search Macro from Max Forms?
Funny message with Pseudo Contact addition
Can we add a picture to a form?
Can I use UNC File paths?
Can I use 8.3 Filenames?

Maximizer Version Compatibility

The files on the download page here are MaxForms version 4.0 4.0 and provide compatibility with Maximizer version 9.0, 9.5 and backwards. We suggest all MaxForms users upgrade to the latest version 4.0 if they are upgrading to, or using, Maximizer v9.0 or higher. The upgrade cost from a previous version of MaxForms costs GBP 32.50 per user.

MaxForms in all versions is compatible with both the Pervasive and the SQL versions of Maximizer.

Back to Top

Maximum number of controls per form set

Each control on a form uses Windows resources and under the Windows 95, 98 and ME versions the amount of resource is limited. Depending upon the number of other applications running, forms with large numbers of controls will cause problems. If a computer runs below about 10% spare resources it is liable to Windows crashes. it is suggested that forms are limited to about 300 controls as a maximum under these operating systems. It is better practise to build your business system from a larger number of smaller forms, linked together by the inclusion of a series of navigation buttons to build an integrated system, than to build monster sized forms.

 These resource limits do not apply in an NT4, Windows 2000 or Windows XP environment.

In practice avoid form with over 300 controls and train users to change application using the task bar rather than continually loading and closing the MaxForms program and form. Save forms frequently whilst under development.

Back to Top

Currency Symbol will not Write

Under some circumstances Maximizer will fail to write a currency symbol such as the pound sign into a user defined field. This appears to happen when there is no value already in the field whereas Maximizer happily writes the value if the field already has a value. ie it edits but will not add. The same OLE command is used by MaxForms for both occasions and it is suggested that a suitable work around is to add a space before the sign. If the sign is used as a currency type field then the preceding space will probably not cause too much of a problem.

Back to Top

Repeated Pseudo Contact Creation

Where it is required to enter a series of pseudo contacts relating to the same real contact, a potential problem is that MaxForms will use the last name of the first pseudo contact instead of the last name of the real contact for the zzLastNameofContact user defined field and these subsequent Pseudo Contacts will not point properly to the real contact.

This can be overcome by returning to the real contact in Maximizer after each pseudo contact creation, but this is laborious and unsatisfactory. An excellent way to resolve the problem is to include the zzLastNameofContact user defined field on the Pseudo Contact creation tab. When the button is clicked, MaxForms creates the pseudo contact and writes the incorrect value to the zzLastNameofContact field. It then writes the rest of the information from the screen to the pseudo contact including the correct value for the last name of the real contact from the screen. End of problem. The same technique can be used to replicate any information from the real contact to a series of pseudo contacts as well as copying information from Companies to Contacts when ordinary contacts are created.

Applicability

An client places a multi part order. Each part will be entered as a separate pseudo contact for tracking purposes. Each require the correct Last name information and the same order number. These two fields are therefore placed upon the screen.

Back to Top

How to find lost controls

When in edit mode and you add a field, the field needs to be in a visible place so you do not need to destroy the whole form trying to find the box. Is there a rule as to where the box is added on the screen?

It is placed relative to the last active control. You can change the relative Vertical separation in the default settings and store various sets of defaults. This enables you to lay out a neat form with a fixed vertical spacing without any dragging.

If you lose a new control, go View menu, Controls Info and the last one you added will be at the bottom of the list. You can reposition from that screen, if you wish, by double clicking the position co-ordinates or pasting in a new value. You might change the Top co-ordinate to 0 for instance so the control is aligned at the top of the form where you can see it.

Back to Top

Is there a secret knack to moving the grid lines?

The moving of the grid lines in the edit screen is near impossible, is there a secret knack or can this be changed?

The secret knack is to find the tip of your mouse tool pointer. I know its a B....... but I can't see anyway of improving it.

Back to Top

Dropping down a date control

For the Date field when setting an appointment or hotlist tasks, there needs to be a dropdown calendar box instead of having to press shift + +. Can it be made to default to the current date?

Double clicking brings it up with the mouse which is quite intuitive.The"INSERT" key and various other keys will also drop the calendar box. Current versions allow straight six digit date input as well as the use of six figures separated by a variety of characters.

Back to Top

When adding an appointment is it possible to pick who's calendar/hotlist it goes into?

NO! There is no OLE access to the user list in Maximizer. Can't therefore do anything about that one!

Back to Top

Where should we put the application on a network?

If we are going to network this product how is it going to work?

The default location of the files in the setup program is on the c: Can we change this so that you can set the default location? Or can the default location be set as the database folder?

There is a very flexible combination of scenarios for file location. They are described in the manual but not easy to get your head around. Program, .zmf and ancillary lookup files can be placed in many combinations. Download the document below.

Instructions for Installation and Registration.doc

Back to Top

Where do you put the MaxForms .ZMF files?

They can go anywhere you like. See below. If you can't access a .ZMF file you can't run it! If you can access it then you can run it.

Back to Top

Where do you put the ancillary files for numbering, lookups etc?

The the program automatically looks in both the application folder and the folder containing the current MaxForms ".ZMF" file in that order for the lookup and numbering files associated with the form. This is completely user transparent and enables the use of individual or shared incremental numbering files. (Except for Marketing Library storage when a temporary folder folder gets automatically created to hold the MaxForms file and you are stuffed!). Bear in mind that ancillary files can be shared between different form sets as well as different users.

The Manual says:

"Provided that care is taken with the location of the number file and access to the number file, multiple users can either use a common incremental numbering file or alternatively have their own individual sequence as the system requirements dictate. MaxForms will look first in the MaxForms application folder for a file of the right name for the number file. If it fails to find a file there it will then look for a file of the right name in the folder containing the current MaxForms file. By using a number file is in a local drive application folder, each user can be given a separate number file. By using a number file on a shared folder on the network and accessing the MaxForms file in that folder, users can share a single number file which will be incremented by all of them."

Back to Top

If only some users should only see certain forms how would you do this?

By setting up shared folders for the individuals on the network and giving access rights only to the privileged group of users. See above.

Back to Top

How do I make MaxForms start with a blank entry form?

How do I make MaxForms start with a blank entry form and not pull up the entry that is selected in Maximizer. The reason this is required is because when we want to create a new entry, at present, we have to delete the old address and name before filling in the form and press the button to create the new record.

The protection option was altered to meet this requirement. You may choose "Read protection" which stops the control filling with data from the current record.

A MaxForms file, which consists of two tabs, is available if you select the download option with demonstration files. These will work on all address book folders as they only access fixed fields and provide an "Entry" tab and "Edit" tab for the fixed fields for both people and companies. These can be used as a starter form in building form sets for clients. They include some controls that can be overwritten and which are currently blank. The Company name field is purposely not read protected so that the form can be used to add contacts to the current company record.

 Back to Top

 

Is there a way that a field can still be included in a calculation but if blank it is overlooked?

The Flash Trigger that we are using to force a calculation into MaxForms fields that are blank, it still comes up with the message that we still need a value in that field. Is there a way that a field can still be included in a calculation but if blank it is overlooked?

As the program was before version 1.1.16, a field included in a calculation had to have a value that is numeric or it would cause a warning and the focus would be returned to the field. This meant that, in most cases, all the fields that were used in the calculation had to have a default value set for them. Normally this would  be either 0 or 1 depending upon their purpose. This avoided the warning about no values, but could cause a lot of fields with a default value to be written to Maximizer.

In version 1.1.16 onward the protection options have been altered to allow fields to be protected from writing if they are still at their default value. This will overcome this annoying but usually workable behaviour. The protection is called Default Protection and is selected from a drop list in the control set up form. Later versions include two types of Blank or Zero protection that can be used to prevent field with these values writing to Maximizer, either absolutely, or unless there is already a value in Maximizer. The latter option allows the user to set an existing value to zero if necessary.

 

Back to Top

 

Can we run a search Macro from Max Forms?

The behaviour of Macros called using the Maximizer OLE functionality is even more random than the behaviour of Macros within Maximizer itself. Not recommended by me, at least under NT. The functionality to run any Macro is included on the Advanced settings screen for Calendar controls, but its use is entirely at your own risk. I don't recommend it at all.

Version 1.1.16 onwards includes a specific search function from within MaxForms. This is  part of a series of changes towards the inclusion of Call Centre and Telemarketing functionality capability from MaxForms. From version 2.?? onwards these changes are fully mature.

Telephone rings, first question................ Who is it speaking?

Another element for this telephone answering scenario is the ability to include conditional processing and conditional routing from one screen to another. This is included in current versions. This means that if the record found in Maximizer is of, say, a trade account, the button will automatically take you to the "Trade" form. If it is a retail account, the button will take you to the "Retail" form instead. This is what we cal Intelligent Navigation!

 

Back to Top

 

Funny message with Pseudo Contact addition

When we add a new Pseudo contact the button comes up with the message that 'if the button is pressed again another entry will be created'. Is it possible that when the button is pressed an option box appears with e.g. 'This record will now be created in Maximizer' with the options 'Yes' 'No' & 'Cancel.

This message is configurable by you. In the editing part, choose Edit Tab Mode from the Edit Menu. Choose Pseudo contact in the left side option box and a function screen will appear that has three lines for that dialog box Title and text.

It is not possible to add a Cancel button. By the time the box appears the Pseudo contact should have been created already.

 

Back to Top

Can we add a picture to a form?

Is there any way to add a bitmap, jpeg or other image so that Company logo's etc can be added to forms?

With the current program, no.

Back to Top

Can I use UNC File paths?

MaxForms from Version 2.0.1 should work OK with UNC names.

Back to Top

Can I use 8.3 Filenames?

Where MaxForms must be installed on an old Novell server that only supports 8.3 dos file names, the following considerations are thought to apply.

The MaxForms32.exe can be renamed to an 8.3 name. Shortcuts installed by the setup program will need correcting.

The Help filename cannot be changed as the long name is hard coded. However installation of the file locally in the windows help folder instead of the application folder should ensure that it is still available.

The third file with a long name is the Manual which can be renamed.

 

Back to Top

The information on this web site is offered in good faith but without any warrantee as to its correctness.
Copyright Smith & Young Sales Ltd. All rights reserved.
Revised: October 25, 2006 .

Back Home

Please Email  webmaster@saysales.com with any questions or comments you have about this web site.
Last modified: October 25, 2006      Hit Counter