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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.

Greetings Everyone,

Hi API team,

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

When using the "SearchQuery":

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.

Hello API Team,

I tried to fetch the Notes for opportunities, but I could not find any api for that in Octopus api Postman collection

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

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?