Forums
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
How can i get Customer type, Primary product, territory manager, Lead Source,date last contacted, creation date/upload date in the companies/contact through API
How can i get Interactions and documents in the Leads through API
Retrieving embedded documents
Is it possible to read embedded files in the records Documents tab with the API (ie: MS Word docs)?
Finding All Notes/Tasks
What is the correct syntax to search for all notes/tasks/Opps with a particular client id irrespective of the contact number using octopus?
Access only the table values in a user-defined field (UDF)
I'm trying to get to the list of values that are specified in a UDF. I'm following the examples laid out here:
Maximizer Live task_tbl info
Need info for task_tbl.
Webform "Edit Existing" Not Working
Getting this message upon form submission to https://caw.maximizercrmlive.com/Webform.aspx?request=submitwebform&token=xxx :"This form cannot be processed because the 'id' and 'contact' parameters are not present."
How can I create a Note for an Individual?
I am trying to create an http request that will create a Note for an individual in the Address Book but Ferret only lists Companies, Contacts and Opportunities for adding notes. Does this mean I have to build it with Octopus instead? or is there a way with Ferret I am not seeing?