Forums
How can i get Customer type, Primary product, territory manager, Lead Source,date last contacted, creation date/upload date in the companies/contact through API
https://api.maximizer.com/ferret/v1/companies
i am using above api
{
"totalCount": 32599,
"nextPageKey": "MTA=",
"items": [
{
"id": "00000000-0000-0000-0000-000000000000",
"companyKey": "Q29tcGFueQkxOTEwMTYyNTE2MjEzMDQ0NzAwMDVDCTA=",
"parentId": null,
"name": "Maximizer Software",
"industry": "",
"bio": "",
"accountManager": {
"name": "Sal Choudhary",
"emailAddress": "[email protected]",
"legacyKey": "VXNlcglQTEFOSVQxNA==",
"legacyId": "PLANIT14"
},
"website": {
"url": "www.maximizer.com"
},
"image": null,
"lastContacted": {
"at": "2023-11-08T00:00:00+00:00",
"userId": "00000000-0000-0000-0000-000000000000",
"userName": ""
},
"tags": null,
"phones": [
{
"extension": "",
"areaCode": "",
"number": "+1 800 804 6299",
"description": "Main",
"formattedNumber": "+1 800 804 6299",
"phoneType": 1,
"isPrimary": false
}
],
"emails": [],
"addresses": [
{
"lineOne": "#260 - 60 Smithe St",
"lineTwo": "",
"city": "Vancouver",
"state": "BC",
"country": "Canada",
"zipCode": "V6B 0P5",
"description": "*Main Address",
"addressType": 1,
"isPrimary": false
}
]
}
]
}
i am getting response like this
How can i get Interactions and documents in the Leads through API
https://api.maximizer.com/octopus/Read
i am using this api and the body as like below
{
"Configuration": {
"Drivers": {
"ILeadSearcher": "Maximizer.Model.Access.Sql.LeadSearcher"
}
},
"schema": {
"FieldOptions":{
"owner":{
"DisplayValue":1
}
}
},
Retrieving embedded documents
Is it possible to read embedded files in the records Documents tab with the API (ie: MS Word docs)?
Finding All Notes/Tasks
What is the correct syntax to search for all notes/tasks/Opps with a particular client id irrespective of the contact number using octopus?
Access only the table values in a user-defined field (UDF)
I'm trying to get to the list of values that are specified in a UDF. I'm following the examples laid out here:
Maximizer Live task_tbl info
Need info for task_tbl.
Webform "Edit Existing" Not Working
Getting this message upon form submission to https://caw.maximizercrmlive.com/Webform.aspx?request=submitwebform&token=xxx :"This form cannot be processed because the 'id' and 'contact' parameters are not present."
How can I create a Note for an Individual?
I am trying to create an http request that will create a Note for an individual in the Address Book but Ferret only lists Companies, Contacts and Opportunities for adding notes. Does this mean I have to build it with Octopus instead? or is there a way with Ferret I am not seeing?
Move an Opportunity
It is possible to Move an Opportunity from one company to another using the Maximizer API or nay other way on cloud?
Can I create a contact and household with one API call?
I notice contact creation needs a ParentKey, can I create a household at the same time? Or do I have to create a household, get the parent key, then create a contact?