Forums
Payload not return opportunities from my Maximizer to Power BI, can someone please assist. This is the error I am getting : This functionality is currently of BETA/CTP quality (not ready for production usage)
Here is my Payload
Inserting Interactions
Is it possible to insert interactions into the database via the API including Start and End Time of interaction, Duration of interaction, User ID, type of interaction (call, email, sms, etc), Outcome, and a url link in the body of the interaction?
Actions Menue when Addressbook List is Blank
We have a client who has an on premise version of Maximizer and wants a custom capture from to create new Address Book Entries as they want certain details verified before the user can save the entry into the database. We have been able to create a new form for them and publish this to the Actions dropdown menu.
Copy Dashboard and Indicators into New Dashboard
Greetings Everyone,
Documentation for MainGrid JS Object
Hi API team,
MenuBuilder with IIS Session State Server
Hi there - over the years we used the custom menubuilder for a number of things such as custom actions or simply just to hide certain item from users.
We can continue to have this working with the 2023.2 on premise version but we have also begun rolling out our solutions with the IIS Session State Server enabled - with that in place there seems to be a clash when a menubuilder item is in use and the system will after logging in display a session expired page.
Are these two items simply not compatible or is there something different we should be doing/using if we want to continue with customer menus?
Thanks
Searching for only orphaned notes
When using the "SearchQuery":
Opportunity Table UDF - Mandatoy based on a rule
Currently using Maximizer CRM On Premises 2021R1. I'm trying to create an Opportunity Table UDF utilising a Mandatory based on a rule condition that prompts (forces) a user to update Table Data for that UDF based on the status of another UDF.
Error Creating Opportunity via API - Only when UDF on Opp does not have full access
Hello API Team,
How to fetch Notes related data for Opportunites, Leads, Contacts Through API ?
I tried to fetch the Notes for opportunities, but I could not find any api for that in Octopus api Postman collection
