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  The way group taxes are stored now
Posted by: Guido1982 - 03-06-2018, 11:07 AM - Forum: coreBOS Development - Replies (2)

Am I right to assume (I browsed around the current code) that the group taxes in an inventory module are not actually stored in the module, but on the individual lines (in 'productInventoryRel')?

And when a inventory module's view is prepared, the group tax is calculated by taking all individual taxes and summing them up?

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  Related Opportunity and Contacts issue
Posted by: rslemer - 03-04-2018, 07:28 PM - Forum: Administrator Support - Replies (1)

Joe

I simulated at demo online

see http://corebos.org/demos/corebos/index.php?action=CallRelatedList&module=Potentials&record=27218&parenttab=ptab

Opportunity without a account, now system show many other relation ( opportunity and contacts ) wrong because in table there are a invalid situation

And for that module, opportunity, you can see a custom filter, withou a name too.

After user do that, how I can solve relations problem?

Filter is easy, admin can rename and after that remove ...

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  importar usuarios
Posted by: construmet4 - 03-03-2018, 09:35 AM - Forum: User Support - Replies (3)

Buenos días:

Soy nuevo en este foro, ante todo quiero saludaros a todos, y aprovechar para pediros ayuda, me gustaría importar usuarios que ya tengo creados en un csv, pero no veo la manera, ¿Existe alguna forma de no crear los usuarios de nuevo?

Un saludo y espero vuestras noticias

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  INSTALACION DE COREBOS CRM EN WINDOWS
Posted by: flopezcpa - 03-03-2018, 02:34 AM - Forum: User Support - Replies (22)

Buenas noches:

Quisiera saber si la configuracion que indican en esta pagina, me sirve para ustalar COREBOSCRM, ya que usando xampp no me funciona el servidor de correo entrante, se queda pensando y no descarga ningun correo, y las ventana pop up se abren en blanco.

http://www.gitmedio.com/gitmedio/instalar-y-configurar-php-7-y-apache-mysql/

Saludos

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  Menu Editor
Posted by: rslemer - 03-02-2018, 11:58 PM - Forum: Administrator Support - Replies (10)

I have a strange situation

Only for one user, menu not show correct information.

How I can solve that?

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  [solved] Workflow Created by User ( or Group )
Posted by: rslemer - 03-02-2018, 08:02 PM - Forum: Administrator Support - Replies (4)

Today I can setting in workflow condition Assigned to ( and select a user ).

I need select a group ( rather than a single user ).



Attached Files Thumbnail(s)
   
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  Import Skip or Merge Duplicate
Posted by: rslemer - 02-26-2018, 05:55 PM - Forum: Administrator Support - Replies (5)

Should this option be working for import?

Because in my tests, each imports, system duplicates all lines in CSV, even the key selection is the same (for example, I redo the same csv file).

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  Admin should be able to set the default filter for any user
Posted by: rslemer - 02-26-2018, 11:46 AM - Forum: Administrator Support - Replies (5)

My scenario is I have a sales team

There are 3 vendors, and I need to standardize the way of working, and one of the steps is to create default filters for entry into the lead, account, opportunities, for example modules.

The problem is, that the system does not accept that ADMIN marks the filter as default, only respects this option if I log into each of the users and create a new private filter on each login.

This is bad, not good practice.

I think there must be a way, to standardize the access, by the profile, or the group, as it has today, with the global variables.

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  Suggestion - Name of File for the reports
Posted by: rslemer - 02-26-2018, 01:01 AM - Forum: Administrator Support - Replies (5)

When create and export report in CSV, Excel format or PDF, system write a single file with name, for output file as "Report"

This not best practice, and some times confuse the final user.

I suggest system put name of output file with the same report name.

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  curiosity - html signature
Posted by: rslemer - 02-24-2018, 10:53 PM - Forum: Administrator Support - No Replies

My curiosity why same html used in another email or webmail, like a gmail, for example, used in coreBOS, is showed differently.

CoreBOS always insert many blank lines, each line for my signature

For example, I created siganture in G Suite, and cut and paste in coreBOS, and resulted not equal. e.

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