Tips & Tricks

Test a web form You can test web forms on-the-fly while you are creating them in the Automation Builder. Make sure to publish any changes you've made to the form before you test it. While viewing the web form, click the Test  button at the to...

Legacy Alert! This feature should only be used if a 3rd party developer asked for the encryption key. The encryption key is only needed for the Legacy authentication method. If you are unsure if you should use this please talk with the 3rd party...

Note that special characters are not allowed when naming files. For example, when using the New Email builder, if a file is uploaded with certain special characters such as ~`!@#$%^&*()-+= they will not be added to the file name. Max Classic in...

Once you create a saved search or report, Max Classic can automatically email you an updated report on a recurring basis. Pull up a Saved Search or Report Click on Options , and select Email Saved Search Create a subjec...

You can customize drop-down field options in contact, task, opportunity, and order records. You can easily add or remove options that do not apply to your company. Customizing the drop-down fields can speed up data entry, improve accuracy, and minim...

You can customize the standard labels displayed within your Max Classic application. This allows you to re-purpose a standard field or use names that are more familiar to you and your Max Classic users. When you change the label for a record or fiel...

There are several problems that you can remedy by simply clearing your browser cache & cookies. Here is a great website dedicated to helping you do this on the most popular web browsers. Examples of problems that may be fixed by clearing browser ...

If you are experiencing 502 Bad Gateway errors in Max Classic, it is due to poor communication between our servers and your computer network. There are a few things you can try to resolve the issue: Clear your browser cache completely. Many times,...

With the migration to Google Cloud Services we no longer send a static IP address; meaning, the IP Address is subject to change. You should always look up our SPF record to get the latest IP Addresses using the MXToolBox   SPF Record Lookup ...

Developers use this OAuth process for API integrations. Jan 5, 2020 Update : Please note that we recently migrated our API Proxy provider from Mashery to Apigee. Please check out these API community posts for FAQs and to ask questions to our AP...

In order to troubleshoot certain complex issues, our support team may ask for you to provide us with a HAR file. This is a browser log which can contain error data that will allow us to continue to troubleshoot the issue. Typically, a HAR file is ...