Answered

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

Answered

Searching for only orphaned notes

When using the "SearchQuery":

Answered

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.

Answered

Error Creating Opportunity via API - Only when UDF on Opp does not have full access

Hello API Team,

Answered

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

Answered

Last Login per User

Is it possible to get the last datetime that a user logged in to Maximizer via the API?

Answered

Get an Abentry and all it's fields

Is there a way using the API to get all of the fields on one abentry record in one request including the UDFs with their names?

Answered

Moving an Opportunity

Is it possible to move an Opportunity from one client to another using the API?

Answered

Context: Read/Write Opportunity record via API

Hello Admins,

Answered

Create Opportunity via API does not assign Process and Sale Stage.

Hello All,
I've recently came across an issue where I was creating Opportunities via Octopus API. My payload contained values for Process (in may case specific value) and SalesStage but (i.e. Fact Finding).
After supplying the values in the payload the Opportunity was created but the fields for Process was not setup and no Sales Stage was setup.