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Feature Suggestions for Maximizer CRM

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5 results found

  1. Set Process when inserting opportunity via SQL

    We often use maximizer.data or maximizer.web.data to get the relevant ids and then do the insert or update operations required via sql. However when inserting an opportunity in 2017 via sql, there doesn't seem to be a way to set the process (default or otherwise).

    A stored proc or documented way of doing this would be nice.

    9 votes
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    0 comments  ·  Developer APIs  ·  Admin →
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  2. Recalculate formula fields via SQL

    As a developer it is sometimes easier and more efficient to update data directly in SQL instead of using one of the API's like Maximizer.Data and Maximizer.Web.Data

    At the moment if there is a formula field that references a field/UDF that I update/insert/delete directly in SQL it does not update in Maximizer.

    We could also update the formula values in the SQL manually, but we have to rely on the users to tell us what fields are formula and what the formulas are. Then expect them to remember to tell us when they change them.

    A stored procedure that recalculate…

    127 votes
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    2 comments  ·  Developer APIs  ·  Admin →
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    Declined  ·  AdminMaximizer (Product Management, Maximizer CRM) responded

    We are committed to making Maximizer work for both public cloud (CRM LIve) and private cloud (on premise). The only way to make that work is through API’s. We use the API’s ourselves so will continue to evolve them. Please use the dev.connect forum to ask any questions about the API’s if you need more insights to help do the work that you need to do

  3. List records in the Web Access

    For a Custom Action project, we need to be able to populate the Address Book list from either ClientID/Contactnumber or Parent Keys.

    9 votes
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    Declined  ·  0 comments  ·  Developer APIs  ·  Admin →
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  4. Web Following Grid Tabs Order

    Ability to order the tabs in the followingwindowsets.xml, at present when adding a new tab to the file, its appears as the first tab on the webaccess.

    16 votes
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    Declined  ·  0 comments  ·  Developer APIs  ·  Admin →
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  5. Web Following Grid Framework Default Values

    Set default values for checkbox widget and DropDown widget. Also the selected option should "stick" when moving from one company to another rather than resetting itself which is what happens now.

    13 votes
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    Declined  ·  0 comments  ·  Developer APIs  ·  Admin →
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