Forums
Punctuations in Document Names
Hello Team,
API Endpoint URL
What is the API endpoint URL to be used for pulling data in Power BI?
How to get the count of Notes/Documents
Hello API team,
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?
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.
Dashboard Queries
Where are the queries behind Dashboards stored? They are created through the Dashboard Wizard using a catalog search, but where are the actual queries getting data for the Dashboard stored. Database on premises.
Updating current Company/Individual on Customer Service modules.
Hello Team,
Today's Date in Formula Field
Hi guys, does anyone know if it is possible to get today's date into a formula field. My client wants a dashboard to be set up that will allow them to see what opportunities have a close date 1 month from now, 2 months from now and 3 months from now. Unfortunately the Duration field does not work, but if I can get todays date into a formula field I can work out how many months the close date is away and get this to work for them.
Maximum number of requests
hello API team,
Insert/Update Multiple Records
Is it possible to insert/update multiple records in one command/request?
