Changelog

Maximizer CRM (cloud) 2025 M6 release

✈️

Release date: June 25, 2025

Octopus API version: 2.55
Database version: 18.19.0

New features and improvements

  1. Octopus - Add CRUD support for "Solution Notes" property to Case object
    Added "Solution Notes" property to the Case object.

Notes

Maximizer CRM (cloud) 2025 M5 release

✈️

Release date: May 28, 2025

Octopus API version: 2.54
Database version: 18.19.0

New features and improvements

  1. Increase the character limits for Opportunity Description field
    Increased Max Length of Opportunity Description field to 9215 characters.

Bug Fixes

  1. Lead - $PHRASE search default behavior not working
    Fix $PHRASE default behavior to search against both Name (FirstName + MiddleName + LastName) and Company. For example, searches like $PHRASE : "Disney Donald" would not return any entry even when there was an entry for Donald Duck of Disney company.

Notes

Maximizer CRM (cloud) 2025 M4 release

✈️

Release date: April 30, 2025

Octopus API version: 2.53
Database version: 18.18.1

Bug Fixes

  1. Octopus - Issues querying all-day appointments
    Fix edge cases incorrectly returned when using $LT and $GT operators to retrieve all-day events:
    • $LT "2025-03-13" would return all-day events for March 13, 2025, when it shouldn't
    • $GT "2025-03-13" would return all-day events for March 13, 2025, when it shouldn't
  2. User with Mailing Address Delete Rights Can't Delete Address without Address Book Delete rights.
    Fix access rights to CRUD alternative addresses using the Address object. The permissions needed are:
    • To Read => Read Mailing Address + Read Address Book
    • To Insert => Insert Mailing Address + Modify Address Book
    • To Modify => Modify Mailing Address + Modify Address Book
    • To Delete => Delete Mailing Address + Modify Address Book
      For row level security, the permissions needed are:
    • To Read => Read Access to the Address Book (parent of the Address being read)
    • To Insert/Modify/Delete => Full Access to the Address Book (parent of the Address being inserted/modified/deleted)
      Note: users with privilege "Modify other users' private entries" are able to change address on any Address Book entry (no explicit Read Access / Full Access needed).

Notes

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