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Search address by City
Utilizing Criteria, how do I search an Address? By city, for example.
Search by Key ID
The Key object type consists of the properties: Value, ID, and Number. I am converting my system to work with the cloud version. Simple, my application stores the "clientid" and "number" (as recommended in documentation for persistent access). Utilizing the "Criteria" within the API, How do I search by the Key ID, not value? (an example in my application, my key is (i.e., client id): 221107251248311990048C , with a Number of: 0 (as this AbEntry is a Company.
Filtering a Webhook Subscription with a UDF
I have successfully created a subscription based on AbEntry and changes to a record invoced a Webhook delivery.
Endpoint not found error when trying to register a Target
I have been trying to register a target for a webhook but keep getting this error, Endpoint not found.
Customer CRM Migration - Documents & Emails
We have a new customer moving to Maximizer on premise from another system to which they would like to be able to retain any documents and emails saved to their records and bring these into Maximizer.
Maximizer 2019 to 2024 On Prem, schema, field/table names
Are there any changes to schema, field names, or table names when going from 2019 to 2024 on premises?
Differences in CRM Live and On Prem database
Hello team,
Getting Blocked by Cloudflare
I am trying to set up a Logic App to connect to our CRM through Octopus /BinaryUpload end point. I had it working last week but then I decided to add a some steps to combine certain files in a pdf before adding them. I thought maybe I had done something to change the format of the content and causing it to fail. but now I have found out it is Cloudflare security that is blocking me. Maybe I had too many failed tries while testing or something. Hopefully we can get this sorted soon. Thanks.
JWT token provided is invalid
This was working fine for me a couple of days ago:
Is it possible to get a list of documents in an AbEntry?
I would like to double check if the file exists before I upload another. Is there any way to list the existing files for an AbEntry before uploading a document?