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I wish when I send scheduled reports, a new option to include a URL for directly access to thats report.
For example
When I program a email, thru workflow, I can include a CRM Url, or Portal URL, for user access directly CRM,
Likewise, rather than only include PDF or Excel ( in attachment ), I wish include a thats Report URL.
My intention, is, user when receive a email, get information thru your access into CRM, for security reasons get the most updated information.
Ranieri
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Joe,
Has two little issues
When editing a existing report, some option previous setting not returned from BD, and I think group by, and sharing not return too.
Ranieri
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And report not translate a filed name and email text to Portuguese
admin is setting pt_br language
user is setting pt_br language
config.inc.php. set default language to pt_br ( is still user for anything?? )
Ranieri
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Sorry, I don't understand, What is not translated?
Joe
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01-13-2018, 11:59 PM
(This post was last modified: 01-14-2018, 12:00 AM by rslemer.)
See example in attached images, please
Ranieri
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01-16-2018, 04:55 PM
(This post was last modified: 01-16-2018, 05:01 PM by rslemer.)
Joe,
URL in report scheduled works.
Is possible translate term "click here" ?
Other question, if user not is logged in CRM system shows login screen and shows a default module for thats user
If user already logged, system shows a report directly
I add this label in pt_lang
Ranieri
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I will testing more, but I think other link, included in workflow, for example, with a CRM details, is different.
I think, when workflow included a CRM details ( link in email ) system redirect thru final screen, in all the times.
Ranieri
eCRM Web