Answered

How to get the count of Notes/Documents

Hello API team,

Answered

Custom integration

I have an account in Maximizer CRM, and I want to integrate a third-party tool into the CRM. Where can I write the code to call third-party APIs from within Maximizer CRM? Specifically, how can I send API calls to a third-party service using Maximizer CRM?

Answered

WebHook Subscription Filters

I have created the following subscription. If I make an update via WebAPI to an Opportunity with an Objective of "Reach Lead" I receive a webhook.

Answered

Dashboard Queries

Where are the queries behind Dashboards stored? They are created through the Dashboard Wizard using a catalog search, but where are the actual queries getting data for the Dashboard stored. Database on premises.

Answered

Updating current Company/Individual on Customer Service modules.

Hello Team,

Answered

Today's Date in Formula Field

Hi guys, does anyone know if it is possible to get today's date into a formula field. My client wants a dashboard to be set up that will allow them to see what opportunities have a close date 1 month from now, 2 months from now and 3 months from now. Unfortunately the Duration field does not work, but if I can get todays date into a formula field I can work out how many months the close date is away and get this to work for them.

Answered

Maximum number of requests

hello API team,

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Insert/Update Multiple Records

Is it possible to insert/update multiple records in one command/request?

Answered

Webhooks - Cloud only

Hi,

Answered

Webhooks - Opportunity - SQL Driver

I have created a target and subscriptions for Opportunity Create and Update.