Forums
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?
Access access the user-defined fields through API
We are looking to use the Maximizer API to send information from our website to Maximizer. We have user-defined/custom fields in our Maximizer database but can't seem to find documentation on how to read or write to these fields via the API. Any help is appreciated.
API Rate Limits for Maximizer Cloud/On Prem?
I'm wondering what is the API Rate Limits for Maximizer Cloud/On Prem?
Thanks.
What happens to the token if the user updates their password after the token is created?
If an access token has been created for a user and they subsequently change their password, does this affect the token? Does it need to be updated?