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Latest Threads
[ solved ] Problem with m...
Forum: Administrator Support
Last Post: rslemer
Yesterday, 12:56 PM
» Replies: 4
» Views: 51
Know which user deleted a...
Forum: Administrator Support
Last Post: rslemer
08-09-2018, 09:01 PM
» Replies: 0
» Views: 12
Doubt - move to Trash or ...
Forum: Administrator Support
Last Post: rslemer
08-09-2018, 08:14 PM
» Replies: 0
» Views: 11
Suggestion - import not c...
Forum: Administrator Support
Last Post: rslemer
08-09-2018, 04:15 PM
» Replies: 0
» Views: 9
Suggestion - Import not c...
Forum: Administrator Support
Last Post: rslemer
08-09-2018, 04:09 PM
» Replies: 0
» Views: 8
error coreBOS Security in...
Forum: Administrator Support
Last Post: rslemer
08-09-2018, 04:06 PM
» Replies: 0
» Views: 10
two labels different for ...
Forum: Administrator Support
Last Post: rslemer
08-08-2018, 11:47 PM
» Replies: 0
» Views: 22
Recommended typeofdata fo...
Forum: coreBOS Development
Last Post: Guido1982
08-08-2018, 06:27 AM
» Replies: 2
» Views: 27
Suggestion - life time of...
Forum: Administrator Support
Last Post: rslemer
08-07-2018, 05:15 PM
» Replies: 0
» Views: 20
Fail to mail merge custom...
Forum: Administrator Support
Last Post: addady2
08-07-2018, 02:21 PM
» Replies: 4
» Views: 56

 
  Know which user deleted a record
Posted by: rslemer - 08-09-2018, 09:01 PM - Forum: Administrator Support - No Replies

Is there any way, do I know which user deleted a record?

I found a record in the recycle bin, but I would like to know which user to delete them and on what date.

How can I do this?

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  Doubt - move to Trash or delete ...
Posted by: rslemer - 08-09-2018, 08:14 PM - Forum: Administrator Support - No Replies

When user click on delete on Opportunity for example, system remove all registry in relation too?

If I return a opportunity in this case, system will return a contact in relation too?

If exists any document associate a this contact will be remove too?

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  Suggestion - import not create a related to
Posted by: rslemer - 08-09-2018, 04:15 PM - Forum: Administrator Support - No Replies

I wish, if system not found a registry "related to" in my spreadsheet not create a new record.

There is a special function, like as the "Contact ::: Name_of_Contact" and in some times, not a good idea, to create a new registry.

Because in large file imported, operation for discard imported all registries, is too prolonged too

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  Suggestion - Import not created a new itens in pick list
Posted by: rslemer - 08-09-2018, 04:09 PM - Forum: Administrator Support - No Replies

I suggest created a global variable for setting not wish created a new itens in picklist, when imported ṕrocess. Instead this, use a default value

I wish that, because, in some time, for error in mapping for example, system created many itens in picklist

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  error coreBOS Security in import
Posted by: rslemer - 08-09-2018, 04:06 PM - Forum: Administrator Support - No Replies

If you try import a big file, system show coreBOS Security error, instead a message file bigger the allowed
For me, if file has more than 40mb, occurs this error

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  two labels different for the same picklist
Posted by: rslemer - 08-08-2018, 11:47 PM - Forum: Administrator Support - No Replies

When I edited a picklist, system show one label in dropdown and another label with the values of the same pickist

In drop drow you can see "Estagio Lead"  in screen you see "Status Lead", but the picklist is the same

Edition works fine, only labels is displayed with different values



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  Suggestion - life time of opportunity
Posted by: rslemer - 08-07-2018, 05:15 PM - Forum: Administrator Support - No Replies

life time of opportunity

in the same way that the value of forecast is an important indicator in a CRM system, the lifetime of an opportunity is also.

I suggest by deafult coreBOS calculate the lifetime of an opportunity from its opening to closing.

I would also like to know and control the number of days between each stage change.

How can I do this?

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  Recommended typeofdata for checkboxes
Posted by: Guido1982 - 08-07-2018, 02:13 PM - Forum: coreBOS Development - Replies (2)

When we create a checkbox (type 56) through vtlib, what is the recommended typeofdata? The data will be saved in the database as an integer, so I thought I~O, but it will be displayed as text, so then again I thought V~O.

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  Fail to mail merge custome field
Posted by: addady2 - 08-06-2018, 01:38 PM - Forum: Administrator Support - Replies (4)

Hello,

I'm trying to use the mail merge to create document from tikect.

Following the instructions in:
http://corebos.org/documentation/doku.php?id=en:openoffice_integration&s and
http://corebos.org/documentation/lib/exe/fetch.php?media=es:user:oo_test_template.odt

Quote:The OpenOffice Merge has been tested and should work fine on custom fields too. Please use your field label as reference

ie: if I create a custom field on the Leads module and call it MoonAddress I should be able to merge it using the LEAD_MOONADDRESS label

The merge will not work on custom fields with a label containing white spaces (ie Moon Address)

I fail to merge custom field using the above technique. in my case the field name is TESTABC so I used this reference: TICKET_TESTABC

Any advice will be appreciated.

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  Import a big spreasheet
Posted by: rslemer - 08-06-2018, 10:13 AM - Forum: Open Discussions - Replies (1)

I need import a big spreasheet, with 25.000 itens, what solution is better, change cron frequency or change values of number lines import each time.

I means, without causes any problem for my system, of course ...

Smile

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