Answered

Retrieving UDF's when Raeding Cases

I have tried to us the same syntax as when I am searching an AbEntry but i get an error back:

Answered

Maximizer CRM Live Vs On-Premises

We were previously using Maximizer On-Premises, but we are now migrating to Maximizer CRM Live (cloud version).
I wanted to check if there are any differences in the tables or data structures available through the cloud version compared to the On-Premises version.
Also can you please share the ERD for both.

Answered

Reading a record using a UDF

I am trying to use a UDF as the search field for finding an AB record.

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Octpus and Webhook Documentation

Is it possible to get the Octopus and Webhooks documentation in document form?

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How to get or use names of UDF's in Octopus API

Using the SchemaRead endpoint, I have been able to retrieve a list of all the fields including UDF's. The problem is that the UDF's are identified by "/AbEntry/Udf/$TYPEID(23)".

Answered

Punctuations in Document Names

Hello Team,

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API Endpoint URL

What is the API endpoint URL to be used for pulling data in Power BI?

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How to get the count of Notes/Documents

Hello API team,

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Custom integration

I have an account in Maximizer CRM, and I want to integrate a third-party tool into the CRM. Where can I write the code to call third-party APIs from within Maximizer CRM? Specifically, how can I send API calls to a third-party service using Maximizer CRM?

Answered

WebHook Subscription Filters

I have created the following subscription. If I make an update via WebAPI to an Opportunity with an Objective of "Reach Lead" I receive a webhook.