09-15-2016, 03:13 PM
(09-15-2016, 07:44 AM)joebordes Wrote: When you are on a module you can only access fields that are on that module or on a module related directly. For example, on a contact, you can access all it's fields and all the fields of the account that it is related to. You cannot access fields with a "many" relation, like invoices or opportunities of that contact.
The same happens with emails, given one lead you can have many emails, so you can't use any field of the email in lead filters or workflows.
You have to work with the email module. Go to the emails module and you will see that you can filter on the access count field there, because that field belongs to that module.
Ok.
When I think a developer or programmer I can understand this, because this is structure of coreBOS and BD.
But when I talking with a commercial people, this is a problem, because dynamic of negotiation to convert proposal in real deal, need a real time action, and to know lead read or not a message is very important
Another thing, I think if is possible copy that information from another module, lile email modules, to a custom field and after that created a new filter.
Maybe using a businessmap ...
This is very common, and I suggest a easy way to copy filed module from another field module.
Copied value of field, I think is more easy that a same field in many modules, right?
This is a good improvement and solve many question, and request a final user.