This a powerful implementation, very good job guys!

But have a little issue.

When I tried delete a field, system exhibit thats fields in use at Mail template, but fields not in use in this templates showed.

By the way, look the number of template showed wrong too.

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If you put first name with a mandatory field, system not show the red asterisk for this field.

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I did try understand how I can implement,  this important resource in coreBOS.

I try created 4 business map in demo online, at leads module

1) Checked a pick list not use a default value

<map>
 <originmodule>
   <originname>leads</originname>
 </originmodule>
 <fields>
   <field>
     <fieldname>leadsource</fieldname>
     <validations>
       <validation>
         <rule>notIn</rule>
         <restrictions>
         <restriction>--None--</restriction>
         </restrictions>
       </validation>
     </validations>
   </field>
</map>

2) Checked a phone number is only numeric

<map>
 <originmodule>
   <originname>leads</originname>
 </originmodule>
 <fields>
   <field>
     <fieldname>phone</fieldname>
     <validations>
       <validation>
         <rule>numeric</rule>
         <restrictions>
         <restriction></restriction>
         </restrictions>
       </validation>
     </validations>
   </field>
</map>

3) Checked a new date field, is after a date of modified

<map>
 <originmodule>
   <originname>leads</originname>
 </originmodule>
 <fields>
   <field>
     <fieldname>cf_846</fieldname>
     <validations>
       <validation>
         <rule>dateAfter</rule>
         <restrictions>
         <restriction>{{modifiedtime}}</restriction>
         </restrictions>
       </validation>
     </validations>
   </field>
</map>

4) Checked is a new custom field, not duplicated in data base

<map>
 <originmodule>
   <originname>leads</originname>
 </originmodule>
 <fields>
   <field>
     <fieldname>cf_847</fieldname>
     <validations>
       <validation>
         <rule>notDuplicate</rule>
         <restrictions>
         <restriction></restriction>
         </restrictions>
       </validation>
     </validations>
   </field>
</map>

But not working.

I did try read documentation again, and duplicated a demo business map, but not successful.

What I do wrong?

In filters, if you will need refresh a screen, is necessary you selected another filter and return your previous filter, to forced a refresh all data.

I know, ordered is possible today is possible, clicking in column title too.

But this operations not is intuitive for most final user.

I suggest created two icon ( similar existing in widget ),  for that.

Ordered can show a pick list, for user selected field to ordered.

Is a small change, but I think is a good features.

Thanks!

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When I try editing a task, in to do, if I click on button for select a contact, not working.

In on line demo too.

By the way, if you created a contact area in main tab, button select contacts work, but list all contact in the system. Listing only a contact in account is better, in my opinion.

See image attached.

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Some operation, like a mass edit, for many records, causes overloading in server or freeze the screen until all operations is done.

For example, import spreadsheet, in CSV,  have a same problem, but is system do a intelligent solution, for import in batch mode, in background.

I suggest, when mass edit, for many record, use a same mechanism, and to causes much minor impact in system.

I wish, each supervisor time, system send a daily report with information about your our time.

But, if I create a report, and setting scheduled to sent for each supervisor, system will created a report with my user.

This is a problem, because, each supervisor not received your only time, but all users ( because my user is up the supervisor in hierarchy ).

There any way, to set a system, to do that?

For example

I wish

supervisor 1, receveid a report only your time
supervisor 2, receveid a report only your time


Hierarchy is setting ok, but only way, is I loging each user and recreate a report in your access?

Hi there, 

Is it possible to submit data through wordpress Contact Form 7 into Corebos webform? If yes, can anyone tell me how to go about it?

thanks,
Anil

What is the best way to separate the opportunities by team?

Creating a hierarchical tree with different managers and roles?

Or is it possible to define this only with groups?

I need every manager to have the opportunity data, accounts and contacts, grouped by his team

Is possible use a url, for dns resolution rather than a IP number for Asterisk Server IP ?

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