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  New Period for List and Reports
Posted by: rslemer - 12-04-2017, 08:08 PM - Forum: Administrator Support - Replies (1)

Today I have some periods for choose in filters and reports, like a "this week", "today", "last month" and others

My client need a specific period, because your business needs rapidly actions. Call "YTT" means

Yesterday
Today
Tomorrow

I need select only this 3 days ( yesterday, today and tomorrow ) how I can do that?

Thanks!!

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  Doubt - Creating a follow up
Posted by: rslemer - 12-04-2017, 04:26 PM - Forum: Administrator Support - Replies (19)

doubt about block follow up on tasks

It was very good to follow up the block in tasks, mainly to re-schedule a call

But when trying to create the follow up, the system always requires to change, also manually, the expiration date.

What is the idea of these two dates?



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  Issue - screen shows fields duplicate
Posted by: rslemer - 12-04-2017, 02:06 PM - Forum: Administrator Support - Replies (3)

After update, all user, not assigned with admin, shows all fields duplicated

I try redo a profile, erase all templates_c files, but problem not solve



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  [solve] Not Translate - Sales Stage
Posted by: rslemer - 12-04-2017, 10:22 AM - Forum: Administrator Support - Replies (2)

When I click on opportunities in list, system show me a sales opportunities in english

When i click on Edit button, system shows term correctly translate


I reproduced in on line, demo

http://corebos.org/demos/corebos/index.php?module=Potentials&parenttab=ptab&action=DetailView&record=5138

Only when you can add picklist dependency for sales stage ...



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  Global Search - Issue
Posted by: rslemer - 12-04-2017, 10:14 AM - Forum: Administrator Support - Replies (9)

After updated my installation, any term I search in global field ( top of screen ), all my opportunities is listed.

Even if I uncheck opportunities module, in modules for search

This occurs in new resource, listed after you input a word



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  Suggestion - Hide block Client Portal, when module is disabled
Posted by: rslemer - 12-04-2017, 09:35 AM - Forum: Administrator Support - Replies (2)

I suggest this specific block, in contacts, can be completely hide when module Client Portal is disabled.

Because, when installation don't have a client portal, this block causes little confusion in end user.

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  campaign send mail problem
Posted by: LorenzoGreco - 12-03-2017, 04:58 PM - Forum: Modules/Extension Support - Replies (3)

I use campaign module to collect some contact for activity.
A campaign contains about 10 contact.
I i select all 10 contact and try to press send mail, an alert window appears.  The same think i i select one contact only or more contact ( I've attached a screen shot, don't look to "contacted succesfully" this is hand made).
i'm using windows 10 pro and Chrome. Corebos is hosted on a php 7.0 server.
Anybody has an idea?
best regards
Lorenzo



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  PDF Maker - Send email with PDF
Posted by: rslemer - 12-01-2017, 05:51 PM - Forum: Administrator Support - Replies (3)

I tried use a Send Email with PDF in Contract Service module.

Each service contract is assigned a Contact, this contact have a email.

System shows a email screen, but not load a email from contact

And not is allowed search a contact thru icon ( search ) too, only fields is allowed enter any data is copy and blinded copy ( CC and BCC )

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  Module Payments
Posted by: rslemer - 12-01-2017, 05:28 PM - Forum: Administrator Support - Replies (1)

How I can get some reports about payments?

I need listed all financials records in Contacts in Paid/Not Paid status.

But when I try create a new report, system not shows Payments Module in Report Module

( shows, only at first screen ... )

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  find duplicates - issue
Posted by: rslemer - 11-29-2017, 05:57 PM - Forum: Administrator Support - Replies (4)

If you execute a search at find duplicates , and results needs more than one pages, there is an issue when there is two duplicate registry, and system print the first registry in page 1 and second in page 2 (for example)

In this case, can not is possible to select last line in page 1 and first line in page 2, and click in Merge button

When you click on merge button system shows "Select in least two registry for merging"

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