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  add note
Posted by: Michel001 - 12-11-2017, 02:08 PM - Forum: User Support - Replies (1)

Hello
In contacts there is an option to add a note..

if i do where does it leave the note ?
i cannot seem to find it back.


wait found it.. they are in documents..

thanks

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  [solve] Globalvariables - table in BD
Posted by: rslemer - 12-10-2017, 09:48 PM - Forum: Administrator Support - Replies (2)

Global Variables can be set directly into database ?

My question, is, If I get a fresh install, and insert manually values in BD, will work?

Or I need set one to one, thru GlobalVariables screen module?

--

I need created a script, for redo my system, if server crashed or disaster in my production environment, for compliance rules.

Thanks for your support.

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  Two tabs - for same System
Posted by: rslemer - 12-10-2017, 05:28 PM - Forum: Administrator Support - Replies (2)

In my installation, if I opened more than one tab, and click "logoff" other tabs shows a screen like a image attached

But at on line, demo, not. Works fine.

There are any option in php setting, for working a online demo?

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  Webmail - choose a email template
Posted by: rslemer - 12-10-2017, 05:18 PM - Forum: Administrator Support - No Replies

When user select a email template, there are a problem with variables.

If user click on Contacts, for example, and select a email templates ( prepared for lead ), all variables, when email is sent, will not translate.

I suggest, the system only show, templates, setting for correct module, or templates setting without specific modules variable.

System, can ask, in email template creator, if a template is specific or generic, and use this for showed only in correct module



Attached Files Thumbnail(s)
           
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  Mail Manager - Options Search
Posted by: rslemer - 12-10-2017, 05:04 PM - Forum: Administrator Support - Replies (16)

All folders I click, system show same emails.

If I click, for users, for contacts, for Accounts, the result, all the time, is the same

( see image attached )



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  Setting Default filter
Posted by: rslemer - 12-10-2017, 04:53 PM - Forum: Administrator Support - No Replies

I wish set a default filter for my users.

Today, when I need this, I need login each user, one by one and created a new filter, setting a default.

And only works if user not created another filter with default too.

How I can set,a standard, a same filter for user first login?

And ( better scenario, for us ), user blocked ( cannot ) overlap thats?

Admin can do that?

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  [solve]Display World Clock
Posted by: rslemer - 12-10-2017, 01:31 PM - Forum: Administrator Support - Replies (4)

I set in my installation Application_Display_World_Clock = 1, but word clock icon still showing.

in online demo, working well

How I can solve that?



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  cbCalendar - Not List Completed tasks in Calendar
Posted by: rslemer - 12-10-2017, 01:13 PM - Forum: Administrator Support - Replies (1)

cbCalendar - Not List Completed tasks in Calendar

For default, all completed task, such as calls made for a user, are listing in Calendar.

This is problem, for user was make many task, like a calls, because your vision will be confused ( see attached ).

I think, activities completed, not is necessary listed in calendar. Because, user can listed this activities thru filters, for example, or user can disabled completed task



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  Filter - not allowed user change or created new
Posted by: rslemer - 12-09-2017, 05:10 PM - Forum: Administrator Support - Replies (7)

There way, I allowed user see a previous filter, was created, but not allowed any modify or created a new filters?

My problem is user modify or created a report without a support time, createded a key for your selection field, for example

This new filter or new selection, causes overload in my BD ( server ).

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  Profile - Not allow user cannot change reports
Posted by: rslemer - 12-09-2017, 05:08 PM - Forum: Administrator Support - Replies (5)

There way, I allowed user running a report previous, was created, but not allowed any modify or created a new reports?

My problem is user modify or created a report without a support time, createded a key for your selection field, for example

This new reported or new selection, causes overload in my BD ( server ).

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