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Installation Questions |
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Data Conversion Instructions
Converting
data from one version of a product to another:
1. Open the NEW version of your product.
2. Login as maxadmin (with the password field left blank).
3. While at the main switchboard screen, hold down the shift
key on your keyboard and right click your mouse on the middle
column. An Admin Setup Menu should appear.
4. Select Convert Data from v._______ to v._______ (depends
on the product and which version you are upgrading from).
5. Press the Locate button to search for your database file.
("MEdat2007.mdb" for MaxEnterprise 2007 users). When
you find the old database file, double-click on it and you will
be returned to the Convert Data screen.
6. Press the Convert Data button. You will be notified that
you can only import into an empty database and be asked you
if you wish to delete your existing data at this time. Assuming
that you have not done any data entry or scheduling in the new
program yet, click Yes.
7. After the conversion process is finished, close all screens
and return to the main switchboard.
8. Verify that all data is completely converted into the new
version before removing an old database or an older version
of the product.

No
Permissions To Install/Run Program
Go to the
Manuals/Instructions page for Installation Instructions

Can't
See MaxEnterprise In Program List After Install
The MaxEnterprise
folder must be moved to the Start Menu/Programs directory for
'All Users', or specific users.
Right-click on your start button and select explore. Find
the MaxEnterprise program folder(most likely in the Administrator
directory) and copy it to the All Users/Start Menu/Program
directory.
Also see the Installation Instruction document located on
the Manuals/Instructions page.

How
To Manually Install Access Runtime
To manually
install Access Runtime insert the install disk and then right-click
on the CD-ROM drive and select 'open'. Open the Runtime folder
and double-click the setup.exe file in the Runtime folder to
start the install.
Manually installing Access Runtime may be required if you
are installing on a computer that is running a newer version
than Office 2000.
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Questions on Program Updates |
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Schedule
Grid Is Blank After Installing New Revision
After downloading
a new revision the scheduling grid gets reset. On the left hand
side of the scheduling grid screen there is a 'Select Facilities'
button. From there you may select which facilities you would
like to view on the grid. After selecting the facilities click
the 'OK' button and the facilities will appear on the grid.
The MaxEnterprise system will save your settings the next
time you go into the grid.

Checking
what Revision the Application is Running
You may check
which revision you are on by clicking the 'Help' menu located
in the top left of your screen. Then click on 'About'. An 'About
MaxEnterprise' screen will appear. The application version indicates
which revision you are currently on.
This screen also indicates your license name, licensed modules,
data location, and workgroup file location.
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Questions on Starting the Program |
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Can't
Find System.mdw
This error
indicates the MaxSys4.mdw file is missing from the data folder.
Make sure the MaxSys4.mdw file was not removed from the folder
where the data resides. If the data has been moved without this
file you will receive this error until you place the MaxSys4.mdw
file with the MEdat2007.mdb file.

No
Login Screen At Startup
Right-click
on the MaxEnterprise icon on your desktop (or from the program
list if it's not on your desktop) and select properties. Insert
your cursor on the target line and scroll all the way to the
end. Then highlight the '/user "MaxAdmin"' and delete
it. Now the next time you open MaxEnterprise it will prompt
you with a login screen.
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Questions on Scheduling Within the Software |
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Error
Message. “No rate exists for Specified Date/Time”
This message
indicates that there are no rates set up on the 'Rate Structures'
screen for the specified date/time.
To check the rates go to the Facility Setup section and open
the Rate Structures form. In most cases the 'Structure' corresponds
to the facility and the 'Rate Level' corresponds to the customer.
You are also able to scroll through the records to check to
see what dates/times are covered at specific rates.

The
System is Not Pulling in the Correct Rate for Certain Customers
Check to
make sure to customer is assigned the correct rate level. If
the rate level is correct check the rate structures screen (Facility
Setup>Rate Structures) to verify the correct hourly rate
is assigned to the correct rate level.
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Questions on Invoicing Within the Software |
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Editing/Deleting
an Invoiced Event
The 'Organization
Setup' screen gives the option of 'yes', 'no', or 'with password'
when addressing the issue of editing/deleting invoiced events.
This option is located on the Facility Scheduling tab of the
Organization Setup screen.

Deleting
a Single Invoice
From the
Main Menu, go to the receivables section and open up the Invoice
Inquiry form. From here choose the appropriate customer or enter
the invoice number in the 'Locate Invoice' field. Select which
invoice you want to delete and then click the 'Delete' button.
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Questions on Reporting Within the Software |
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Importing
and Exporting Schedule Data
Go to the
Manuals/Instructions page to view the Import/Export Schedule
Data instructions.

Exporting
Reports to Email/Microsoft Word/Excel/HTML
To export
reports first preview the desired report. Then either click
the 'Export' button, the Microsoft Word/Excel icon, or the Envelope
icon (used for exporting to email). These options are located
at the top of the report on the menu bar.
If the 'Export' button is selected a 'Export Report to..'
screen appears.
1. Choose the destination from the 'Save In' drop down box.
2. Specify a file name.
3. Choose a file type from the 'Save As Type' drop down box.
If the Microsoft Word/Excel icon is selected the report will
be exported directly to Word/Excel.
If the Envelope icon is selected a 'Send' screen will appear
asking which file format the report will get emailed in. Then
a new email message will be created with the report attached.
Finally, the recipients email address is required in order
for the email to be sent.
NOTE: Emailing reports directly out of MaxEnterprise requires
Microsoft Outlook/Outlook Express to be the primary email
editor.
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General Questions in Regards to the Software |
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When
to do Repair and Compact. Precautions.
A 'Repair
and Compact' should be done after a large amount of data entry
or a large amount of data removal.
How:
From the 'Start' menu select Programs. Then select MaxEnterprise
200x from your program list. A submenu will appear with the
option to 'Repair and Compact Data' and 'Repair and Compact
Application'.
Precautions:
Repairing and Compact Data in a Office XP Network Environment
may require the permission to be reset on the folder/file.
Suggestions:
If in a Network Environment it is advised to make sure all
users are out of the system then make a copy of the data on
the server and paste it locally. Then run the repair and compact
and move the local data back out to the server.

Backing
up the Data File
The only
file that needs to be backed up is the MEdat2005.mdb file. If
there isn't a backup program currently running on your system
the easiest way to back up the data is burn the data to a disc
or some sort of removable media.

How
to Apply Payments
Go to the
Manuals/Instructions page to view the Payments/Credits Quick
Guide.

Duplicate
names error
If your system
requires a username and password to login to MaxEnterprise login
as username:MaxAdmin and leave the password 'blank'.
1. When in the system, move your move cursor to the middle column,
hold your 'shift' key down and right-click your mouse.
2. A admin menu should appear. Select the option 'Fix Autonumber
Key Indexes (Error 3022)'.
3. Click 'OK' and repeat step 1.
4. Select the option 'Fix Autonumber Keys New (Error 3022).
5. Click 'OK'

Adding
a Customer
There are
2 ways to add a customer. Customers are separated into two types;
Companies and Families.
To add a Company:
First go to the customers section on the main menu and select
'Companies' to open the form.
When the primary contact does not exist in the database:
1. Click on the 'Quick Company' button.
2. Insert the short name, company name, primary contact, first
name, primary contact last name, select a customer type and
any other additional information (optional).
3. Click 'OK' and the company will be added.
When the primary contact does exist in the database:
1. Open up the Companies screen.
2. Click the 'New' button.
3. Insert a company name, short name, and select a customer
type.
4. Click the primary contact drop down box and select a name
from the list.
To add a Family:
Repeat the previous steps on the Families form instead of
the Companies form.

Video
Link Shows as an Unregistered Demo
Exit out
of MaxVideo Link and try to open up MaxVideo Link again. If
the same problem occurs exit out of MaxVideo Link.
Copy the MaxE2007.lic file from the C:\MaxE2007 folder and
paste it into the C:\Program Files\MaxVideo Link folder.
Open up MaxVideo Link again. If the screen still displays
'Unregistered Demo' contact technical support at 800-976-6646

How
to Set Up MaxVideo Link
Go to the
Manuals/Instructions page to view the MaxVideo Link Set Up Instructions
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