Forums
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?
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.