Answered

Icons on Custom windows in CRM Live

We are looking at a project where we are looking at adding some more windows to the icon bar in Maximizer for an existing large customer in CRM live. They already have 3 windows setup like this at at the moment, and they don’t look very good without an icon. Could you possibly change the config so that they have an icon? For example in the on premise sections.xml we use library for our custom windows. Can you do the same for our customer on live?

Answered

Billing Type

I'm creating API reads for all my cases in Maximizer. I can pull the information related to the customer cases., however, I cannot pull billing type, billing rate and billable time. How can I get to these?

API query using a PAT code is very slow

If I run the same simple query to retrieve all users via UserName/Password authentication in Postman the query takes 0.5 seconds to complete

Answered

Selectable Date Range for Report

Hi guys,

Answered

Can I change the field order on the UDF tab using the API.

I was wondering if there was a way to modify the order of UDF fields as they display on the UDF tab. I know we can edit the fields in the editor but that can be extremely tedious.

Answered

FieldOption for UDF opportunities and hidden values

Hello team,

Answered

API access to open an address book entry using a URL

Hello

Answered

"301 Error - Moved Permanently" and 302 - Found

One of my automations just ran two HTTP query's and got this error "301 Error - Moved Permanently" It worked fine 5 hrs ago. Repeated retries get the same error. I haven't made any changes to it recently so not sure what this means.

Answered

What happens to the token if the user updates their password after the token is created?

One of my automations just ran two HTTP query's and got this error "301 Error - Moved Permanently" It worked fine 5 hrs ago. Repeated retries get the same error. I haven't made any changes to it recently so not sure what this means.

Answered

Request: Split Name & Ability to Save Timeline Report Layout Settings

Hi Team,