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Latest Threads
Adding web page links to ...
Forum: Administrator Support
Last Post: GRL
Yesterday, 06:24 PM
» Replies: 6
» Views: 30
Linking Multiple Products...
Forum: Administrator Support
Last Post: GRL
Yesterday, 12:12 PM
» Replies: 0
» Views: 8
Webmail Module gone?
Forum: Administrator Support
Last Post: joebordes
Yesterday, 11:59 AM
» Replies: 1
» Views: 12
Doubt - Contract Services
Forum: Administrator Support
Last Post: rslemer
04-18-2018, 01:05 PM
» Replies: 4
» Views: 40
create a comment for each...
Forum: Administrator Support
Last Post: joebordes
04-17-2018, 09:04 PM
» Replies: 1
» Views: 19
ENVIAR EMAIL DESDE WORKFL...
Forum: User Support
Last Post: joebordes
04-17-2018, 10:32 AM
» Replies: 11
» Views: 177
Mailchimp
Forum: Modules/Extension Support
Last Post: joebordes
04-16-2018, 08:37 PM
» Replies: 1
» Views: 40
ADJUNTO EN CORREOS DESDE ...
Forum: International
Last Post: flopezcpa
04-15-2018, 06:23 PM
» Replies: 2
» Views: 76
asignar un comentario den...
Forum: User Support
Last Post: joebordes
04-14-2018, 08:17 PM
» Replies: 37
» Views: 1,012
aprove all filters
Forum: Administrator Support
Last Post: rslemer
04-14-2018, 12:23 AM
» Replies: 0
» Views: 44

 
  Linking Multiple Products with an asset.
Posted by: GRL - Yesterday, 12:12 PM - Forum: Administrator Support - No Replies

Ok all

Our company needs to be able to link multiple products (and product groups) with an asset.

1. I have inserted a custom field linked to products in my asset input screen, but I am only allowed to add one product to the asset. (see image below)

2. I have tried the reverse of this in the product screen and receive the same issue. (I can only create a new asset when clicking on the button, not pulling one from a list that already exist)

3. I also tried to add the desired links n the more information tabs but came up with the same issues as I experienced in #2 (see attached)

Does anyone have insight into what I am doing incorrectly?

Thank you all for your help



Attached Files Thumbnail(s)
           
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  Adding web page links to the Menu bar
Posted by: GRL - Yesterday, 12:02 PM - Forum: Administrator Support - Replies (6)

Hello Corebos geniuses

I am looking for something akin to the old OUR sites on the menu bar.

Maybe it is still there but I can't seem to find a way to make it show up for users.

Could someone point me in the right direction

Thank you all

Peter

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  Webmail Module gone?
Posted by: mweaver - Yesterday, 10:31 AM - Forum: Administrator Support - Replies (1)

Morning all,

I did a git pull this morning to update my installation (I try to do one at least once a week) and after loading and running the updates in the UI I found that the webmail module is completely gone! My first hint was the readout on the console screen with all the deletes during the pull procedure. What's up?

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  create a comment for each payment
Posted by: rslemer - 04-17-2018, 05:43 PM - Forum: Administrator Support - Replies (1)

My user wish see at first screen in contacts module, see all financial changes.

I imagine solve that, create a new comment, each payment insert at system, or payment set as paid, for example.

How I can do that?

I need created a new custom function or has any way as do that without a code?

If code is needed there any example for start this?

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  Doubt - Contract Services
Posted by: rslemer - 04-17-2018, 01:22 PM - Forum: Administrator Support - Replies (4)

I wish, see some data from contact and opportunity associated at contract service, without a "click" to opened a contact module or opportunity module.

Today user, need access contract service, click in contact, and in contact click in opportunity for look the sale.

Path today: Contract Service -> Contact -> Opportunity

User wishing, in first screen, see,

For example

Name
Lastname
email
fone
and all data from opportunity ( sale ).

How I can do that?

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  Mailchimp
Posted by: Michel001 - 04-16-2018, 03:00 PM - Forum: Modules/Extension Support - Replies (1)

Hi ,

I used this thread to find the mailchimp module
https://discussions.corebos.org/showthread.php?tid=110&highlight=mailchimp

it installed with no problem
but when i want to use the api and id nothing is saved.

it almost seems like the button is not working to save the settings.

any idea ?

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  ADJUNTO EN CORREOS DESDE CONTACTOS
Posted by: flopezcpa - 04-15-2018, 02:30 AM - Forum: International - Replies (2)

Buenas noches:

Observo que al intentar usar la opcion de Enviar Correos y Adjuntar (cotizacion, pedidos, etc), los documentos en pdf no se adjunta.

Que estoy haciendo mal.?

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  ENVIAR EMAIL DESDE WORKFLOW
Posted by: construmet4 - 04-14-2018, 05:13 PM - Forum: User Support - Replies (11)

Buenos días

A ver si alguien me puede ayudar:

Ya he creado un workflow, de forma que en cuanto creamos un registro, se envíe por email cuando le damos a guardar registro en un módulo que he creado que se llama LlamadasRecibidas. Acto seguido, he creado otra tarea que se encarga de marcar un campo del registro como entregado,

Por lo que veo, la primera tarea no se completa, no me envía el correo, y la segunda tarea, si que se realiza, el registro se da por entregado.

Qué puede estar pasando con el envío del correo desde la tarea programada?


Si redacto un correo electrónico desde administrar correo, el correo se envía perfectamente, el servidor de correo saliente está bien configurado Alguna idea de por donde tengo que mirar?

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  aprove all filters
Posted by: rslemer - 04-14-2018, 12:23 AM - Forum: Administrator Support - No Replies

Today, when user create a new filter, and mark a checkbox, public, user admin needs aprove this filter for release.

I wish, approve all filter, created for all user, thru my admin user.

This is necessary, because, in some cases, new filter causes performances issues, admin needs make some changes in table in DB is change, for example included a new key..

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  Dashboard to profile
Posted by: rslemer - 04-14-2018, 12:18 AM - Forum: Administrator Support - No Replies

Today each user can set your owner dashboard

This is a good, but when you need a standard system, for example, I need same dashboard for all profile, I need logged, in all users, one by one, and setting dashboard the same way.

I suggest, admin can define a dashboard and setting for all user at specific profile.

I think is a good feature

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