UPDATE: 1 of 1 - LastModified and Webhooks for Address Book Entries

Greetings Everyone,

Action Plan Library Export

Hello,

User with Service Access only can't retreive Opportunity

I have a User, WFSRVUSER, that I am setting up to use in my Octopus API calls. I was able to create a PAT for the User through Octopus and I have assigned only Read permissions in the access rights.

We have tested the PAT and can Read AbEntry, Case and Schema, but not Opportunity. It returns empty. When I use the same request body, but substitute my own PAT, the request works and returns the record.

Is this a Bug or something on my end?

Answered

How to set Currency on an Opportunity

I can see and set Currency on a new or existing Opportunity in the Maximizer front-end to one of (Euro/ British Pound/ US Dollar).

Answered

WebHook events for AbEntry/Delete are not sent

We already had webhook subscriptions for AbEntry Create and Update which are working, I receive hook events when I Create or Edit any AbEntry.

Answered

User defined fields

Hi, We want to move the user defined fields from one site Database to another database, Can you please let us know how we can achieve this? Moving the contents in table "AMGR_User_Field_Defs_Tbl" will be enough? Also let us know how the folder structure in user defined fields are maintained in the database. We tried to move some fields via sql script but it doesnt come with same folder structure.

Answered

Time Elapsed at Opportunity Stage

We have a client with a requirement to monitor opportunities that stagnate at any stage of an opportunity sales process. Is it possible to read the amount of time an opportunity sits at a specific stage through the Maximizer API?

Answered

Custom tab

We are looking to integrate an application we have developed with Maximizer Cloud.
In our on-premises deployment, we extend the UI by:
Adding custom actions through CustomActions.xml
Adding custom tabs through WindowSets.xml
Could you please advise what the cloud equivalent of this extensibility model is?
Specifically:
Is it possible to add a custom action/button to the Maximizer Cloud UI?
Is it possible to add a custom tab that hosts an external application or custom content?
If these capabilities are supported, can they be configured by your team, or are they available through a documented extension framework/API?
Are there any requirements or limitations for integrating a third‑party/web application into Maximizer Cloud?

Answered

User Login Dates

I have a requirement to track how many times users have logged into the system in a given period. I know Maximizer stores this information in the statistics table. I can see that the API allows us to read User Data, but can't find any login date information there.

Answered

API Response Times (what is typical for create, read, and update)

Greetings Everyone,