Answered

Punctuations in Document Names

Hello Team,

Answered

API Endpoint URL

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

Answered

How to get the count of Notes/Documents

Hello API team,

Answered

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.

Answered

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.

Answered

Updating current Company/Individual on Customer Service modules.

Hello Team,

Answered

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.

Answered

Maximum number of requests

hello API team,

Answered

Insert/Update Multiple Records

Is it possible to insert/update multiple records in one command/request?