Forums
Address Book all the details need to fetch through API
All companies and their attached contacts: Entry Type
Getting UDF labels via API
When I query for an abEntry, I get a list of UDFs, like "Udf/$TYPEID(6)". How can I map these UDF IDs to a useful value like the UDF's label?
For the particular lead, I am able to get the lead UDF, but not able to get Lead deatils for example Owner. How can i get the Owner through Lead API
API: https://api.maximizer.com/octopus/Read
body:
{
"Configuration": {
"Drivers": {
"ILeadSearcher": "Maximizer.Model.Access.Sql.LeadSearcher"
}
},
"Lead": {
"criteria": {
"searchQuery": {
}
},
"Scope": {
"Fields": {
"Key": 1,
"CompanyName": 1,
"MrMs": 1,
"FirstName": 1,
"MiddleName": 1,
"LastName": 1,
"Salutation": 1,
"Position": 1,
"Email": 1,
"WebSite": 1,
"Status": 1,
"AssignedTo": 1,
"Address": 1,
"Phone1": 1,
"Phone2": 1,
"Creator": {
"DisplayValue":1
},
"CreationDate": 1,
"ModifiedBy": 1,
"LastModifyDate": 1,
"FullName": 1,
"SecStatus": 1,
"AbEntryKey": 1,
"OpportunityKey": 1,
"Source": {
"DisplayValue" : 1
},
"NoEmployees": 1,
"Industry": 1,
"SourceUrl": 1,
"ArchivedDate": 1,
"DisplayValue": 1,
"Udf/$NAME(Customer Type)" : {
"DisplayValue" :1
},
"Udf/$NAME(Primary Product)" : {
"DisplayValue" :1
}
Interacting with WebForm Update
This is an extension of ticket: https://developer.maximizer.com/discuss/65cfbea06a72de0010f0fbde
User IDs in the API
Hi folks, I'm building an API integration to sync Maximizer data with another CRM. We need an ID that can be used as a unique identifier to match records with. In the Maximizer Ferret API results I see the "legacyKey" value, but I don't see this value anywhere in the Maximizer CRM user interface. In the interface I see the "IDentification" under System Information, but I don't see number anywhere in the API data.
How to fetch Hot List Tasks through Maximizer API
1.All hotlists scheduled per user with scheduled time/date for next contact
How to fetch Interacton in Opportunity and documents in Opportunity through API
API: https://api.maximizer.com/octopus/OpportunityRead
Can you please provide the body data for the above details
How to fetch Hot List Tasks through Maximizer API
1.All hotlists scheduled per user with scheduled time/date for next contact
Opportunities group by AbEntry
We are trying to write a query totalling Opportunities (count and eventually revenue, etc) grouping by AbEntry.
How can i get stage, machine being quoted/sold fields in the opportunities through API
https://api.maximizer.com/octopus/OpportunityRead
i am using above api,
