guys please can you help me

i have installed the latest CoreBOS and am trying to find out how to create an Accounts Statement that i can email to my clients to show what invoices are outstanding for payment ie: current, 30 days, 90 days etc.

i have looked at the following link - https://corebos.com/documentation/doku.php?id=temporaryhold:informes&s[]=statements

is there a module that i need to install to do this?

any help greatly appreciated

Hi,
can someone add percentage sign on to the dashboard graph?
similar to the attached

thank you

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In message manager, with a IMAP protocol, is usual server not allow "delete" directly one the specific message

But, instead of this, user can be, send this message to trash folder

When user click on "delete" button, system shows a message as removed, but in refresh message will be showed again

This action, causes in user a strange situation

I suggest a way ( perhaps a global variable ) to hide that button in message manager for solved that

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There a strange situation, for me,

I don't know how user can saved a opportunity without any value in related to ( this is mandatory field )

And after that, this opportunity is listed as a relation in all opportunities

as a javascript ( browser ) error ..., perhaps

I noticed that setting the 'do not e-mail' checkbox in accounts deleted the value in a custom e-mail field on the account. At first I thought it was some custom workflow I created a long time ago, but it's not. Is there a global variable to turn this behavior off?

Buen día
Alguien podría ayudarme a despejar mi duda por favor

Tengo el siguiente error

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Hola

Cuando se envía correo desde flujo de trabajo (FACTURAS), este aparece en el módulo de emails, pero no hay una relación con el módulo de cuentas y no puedo ver los email enviados en la cuenta.
En el propio módulo de email tampoco se rellena el campo cuenta (vacio).

El módulo email no aparece como módulo relacionado en el editor de campos de la cuenta.

¿Hay alguna forma de relacionarlos y verlos en la cuenta sin meternos en programación?

Gracias.

Hola

Tengo varios flujos de trabajo en los que entre otras envían correos a varios clientes, proveedores...

El problema es que si falla el envío, no puedo saberlo porque en el registro de mensajes enviados de coreBOS aparece como enviado.

¿Hay alguna forma de controlar este envío aparte de ir a smtp y buscar si se ha enviado?
La idea es que establezca algún valor en un campo como que no se ha enviado.

Gracias!

I wish calculate a diff between the follow up day and today

In fact I wish created a report for list all to dos in past, using follow up date

I try use a expression time_diffdays(get_date('today'), followupdt )+1

but not working

Is possible rest two functions in workflow?

Or exists another way to do that?

Hi,
how can i change the content of the homepage dashboard on my screenshot attached with the filters i created on support tickets? i want a graphical chart representation on the filters?

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