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I am trying to retrieve an Opportunity using a UDF but I am getting this error:

Hi Team,

We are doing a POC to integrate the Octopus API into out middleware Microservice Architecture so our Advisors have inline access to their Maximizer data in their Portals.

Greetings Team,

Greetings Everyone,

At first I was hoping to be able to delete a document if it exists and then upload another but then I recalled that when in maximizer, there was an option to replace a document. Can this be done with the API? We upload a a blank form from Word that is personalized for the client. If the form needs to be reprinted, we don't have to merge another on. But then after the job is complete, we upload a copy of the completed form. I would like to either replace or delete the original.

Hi there, another question but on a different item. In advanced search in Maximizer profiles, we want to search for all records that have cell numbers in them. However when attempting to build a filter under advanced search, we can specify phone1, phone2, phone3, phone4, but not cell number. Could you summarize the steps to accomplish this in Maximizer ?

"Phone1": 1,
"Phone2": 1,
"Phone3": 1,
"Phone4": 1,

Hi Everyone, I have a client with a requirement for a report that uses a running date range from the current month to six months from the current month. They want the month they are running the report in to be the starting month, and the end month should be six months from the current month, this being evaluated against a date field in Maximizer. Is there a way to filter the data this way when reading the data through the API?