Changelog
Start typing to search…

Maximizer CRM (cloud) 2025 M3 release

✈️

Release date: March 26, 2025

Octopus API version: 2.52
Database version: 18.18.1

New features and improvements

  1. Lead - Incorrect ReadOnly flag returned by Details API
    Fix the logic that calculates SecStatus field for some very specific scenarios.
  2. Schema - Expose "Url" attribute for Udf StringField
    Added "Url" attribute to StringField definition. This provides the ability to differentiate when an Alphanumeric Udf definition is marked with "Display as hyperlink".

Notes

Maximizer CRM (cloud) 2025 M2 release

✈️

Release date: February 26, 2025

Octopus API version: 2.51
Database version: 18.18.1

New features and improvements

  1. Leads - Support for Key Fields
    Implemented support for Create, Update and Delete (CUD) operations on KeyFieldDefinition object for EntityType = 19 (Lead). This implementation does not support extended features like multi-column templates, separators and groups.

Notes

Maximizer CRM (cloud) 2025 M1 release

✈️

Release date: January 29, 2025

Octopus API version: 2.50
Database version: 18.18.1

Bug Fixes

  1. Error when creating AbEntry with IgnoreDefault true
    Fix for bug not allowing to create AbEntry when flag IgnoreDefault was set to true.
  2. Error when updating Address assigned to AbEntry
    Fix for bug not allowing to update Address when ParentKey is related to AbEntry.
  3. Opportunity Searcher fails when User Culture set to Azerbaijani (Latin)[az-Latn]
    Fix for bug reading Opportunities when User Culture is set to Azerbaijani (Latin) [az-Latn].

Notes

Introducing the New Webhooks API for Maximizer CRM

We’re excited to unveil the new Webhooks API, providing a self-service method for managing webhooks directly within Maximizer.


What’s New?

  • Create and Manage Webhooks
    The Webhooks API empowers you to create, configure, and manage webhook targets and subscriptions effortlessly.
  • Getting started
    Please, follow our Webhooks API documentation - Webhooks API and check out our Postman collection .

For more information about webhooks, please see the Maximizer Webhooks guide.

Maximizer CRM (cloud) 2024 M11 release

✈️

Release date: November 27, 2024

Octopus API version: 2.49
Database version: 18.18.1

This release includes internal improvements and bug fixes that enhance the API performance and reliability. These changes do not affect the API's functionality or require any action from end users.

Notes

Maximizer CRM (cloud) 2024 M10 release

✈️

Release date: October 30, 2024

Octopus API version: 2.48
Database version: 18.18.1

New features and improvements

  1. Webhook improvements for InteractionLog and QuotaActivity/QuotaRevenue
    • InteractionLog - the "Type" field is now sent expanded with the following sub fields:
      • Key
      • Name
      • Icon
      • BiDirectional
      • External
    • QuotaActivity/QuotaRevenue - the event for "Delete" now includes the proper Milestones from the deleted record.

Bug Fixes

  1. Case read not working for null priority/severity
    When retrieving DisplayValue for Case Severity and Priority, if the current numeric value is invalid or unknown, the DisplayValue will be returned as empty string.

Notes

Maximizer CRM (cloud) 2024 M9 release

✈️

Release date: September 25, 2024

Octopus API version: 2.47
Database version: 18.18.1

New features and improvements

  1. AbEntries KeyOnly (Legacy Driver) Webhooks
    Added support for sending KeyOnly events through webhooks when creating, updating and deleting AbEntry.
  2. InteractionLog Full (SQL Driver) Webhooks
    Added support for sending Full events through webhooks when creating, updating and deleting InteractionLog and InteractionLogDefault using SQL Driver.
  3. Cases KeyOnly (Legacy Driver) Webhooks
    Added support for sending KeyOnly events through webhooks when creating, updating and deleting Case and CaseDefault using Legacy Driver.
  4. Cases Full (SQL Driver) Webhooks
    Added support for sending Full events through webhooks when creating, updating and deleting Case and CaseDefault using SQL Driver.

Bug Fixes

  1. Interaction Read not returning null PageKey when total entries is lower than PageSize
    When using pagination in Interaction Read, null page key will be returned when number of records read is lower than page size (same behavior as other Octopus objects).
  2. Not able to set multiple users for SecAccess in AbEntry Create
    When SecAccess default entry for AbEntry is set as public, and user creates AbEntry with multiple users in SecAccess, API will create the entity as requested, instead of ignoring all the users passed.
  3. Inconsistency in Query syntax
    API now verifies query operators and returns error when those are not valid.
  4. Code Snippet Displayed Instead of Values in 'Current Stage Age Gap' Column
    Fix for calculated field Current Stage Age Gap in Opportunity ColumnSetup. When the needed fields for calculation are null, instead of the error with the expression, empty value will be returned.
  5. Appointment - All day event not returned
    Fix retrieving all-day appointments through the Octopus API. In some scenarios, where a date-only value is specified in the criteria for StartDate or EndDate (for example, "EndDate": { "$EQ": "2024-09-06" }), the all-day appointments would not be returned.
  6. Problems downloading EmailDocument content
    Fix for Opportunity creation using SQL Driver when readonly objects like SalesProcessSetup or SalesStageSetup are included in the payload.

Notes

Developer Portal Update & Ferret API v2 (Beta)

We’ve made significant updates to our Developer Portal, including a refreshed Maximizer API reference that’s designed to make your development experience smoother and more efficient.

What’s New:

  • Ferret API v2 (Beta): The new version of the Ferret API is more consistent and aligned with the Octopus API, making it easier than ever to integrate with the Maximizer APIs. For now, Ferret API v2 offers a limited set of methods for reading entities, helping you get started quickly and efficiently.
  • Extended Octopus API Documentation: We’ve expanded the Octopus API section to fully mirror our Postman collection, ensuring you can access the most comprehensive and up-to-date documentation.
  • Additional Guides: We’ve also added new guides to the portal, such as how to create deep links and much more to help you get the most out of our APIs.

The old version of the portal, including the Ferret API v1 documentation, is still available here: https://developer.maximizer.com/v1.6/docs/getting-started.

You can also switch between versions by selecting the desired version in the left corner right under the logo.

Maximizer CRM (cloud) 2024 M8 release

✈️

Release date: August 21, 2024

Octopus API version: 2.46
Database version: 18.18.1

Bug Fixes

  1. Handle invalid characters for headers of BinaryDownload
    Endpoint BinaryDownload is now able to correctly handle invalid characters in file names.
  2. Not able to update partnerKey for AbEntryDefault
    Update of PartnerKey on AbEntryDefault using SQL driver is now handled correctly.

Notes

Maximizer CRM (cloud) 2024 M7 release

✈️

Release date: July 24, 2024

Octopus API version: 2.45
Database version: 18.17.0

New features and improvements

  1. Table Udf FieldOptions - Apply same sorting as Legacy
    Reading FieldOption for Table Udf items now follow the same sort/order defined the UI, rather than always ordering by the item description.
  2. KeyField Definition - Add support for all fields
    KeyFieldDefinition layout creation now supports adding any field from a given object (based on the $METADATA definition), except "DisplayValue" (not supported in layouts).
  3. KeyFieldList - Add Target + Fix FieldId mapping
    Added Target field to KeyFieldList object.

Bug Fixes

  1. KeyFieldList - Fail to retrieve SecAccess FieldOptions
    Added support to retrieve FieldOptions for KeyFieldList and KeyFieldDefinition objects.

Notes