Welcome, Guest
You have to register before you can post on our site.

Username
  

Password
  





Search Forums

(Advanced Search)

Forum Statistics
» Members: 539,611
» Latest member: s9ounir973
» Forum threads: 1,745
» Forum posts: 9,084

Full Statistics

Online Users
There are currently 5 online users.
» 0 Member(s) | 1 Guest(s)
Applebot, Bing, DuckDuckGo, Google

Latest Threads
Finetuning the way you se...
Forum: coreBOS Development
Last Post: alexandy40d
12-06-2024, 07:38 AM
» Replies: 4
» Views: 8,149
MariaDB Version
Forum: Administrator Support
Last Post: joebordes
11-01-2024, 11:49 AM
» Replies: 1
» Views: 665
Product Catalog / parts c...
Forum: Modules/Extension Support
Last Post: joebordes
09-15-2024, 09:40 AM
» Replies: 1
» Views: 1,120
Challenges and Best Pract...
Forum: coreBOS Development
Last Post: wishforbes
08-30-2024, 04:21 PM
» Replies: 0
» Views: 731
PRODUCTS IN ACCOUNTS BY O...
Forum: User Support
Last Post: jonathanmoore858
08-03-2024, 04:14 PM
» Replies: 4
» Views: 2,789
Zapier | Integration
Forum: Modules/Extension Support
Last Post: bernardgbailey
07-29-2024, 11:45 PM
» Replies: 7
» Views: 9,876
Versión PHP recomendada
Forum: International
Last Post: joebordes
07-04-2024, 05:42 PM
» Replies: 7
» Views: 3,367
Could Someone Give me Adv...
Forum: Open Discussions
Last Post: joebordes
06-27-2024, 08:32 AM
» Replies: 1
» Views: 1,717
RESTRICTED FILE
Forum: Administrator Support
Last Post: inspectorflint
06-22-2024, 08:08 AM
» Replies: 7
» Views: 5,698
GENDOC imágenes
Forum: Open Discussions
Last Post: joebordes
06-02-2024, 05:11 PM
» Replies: 4
» Views: 2,057

 
  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?



Attached Files Thumbnail(s)
   
Print this item

  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



Attached Files Thumbnail(s)
   
Print this item

  [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.p...ecord=5138

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



Attached Files Thumbnail(s)
   
Print this item

  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



Attached Files Thumbnail(s)
       
Print this item

  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.

Print this item

  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



Attached Files Thumbnail(s)
   

Print this item

  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 )

Print this item

  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 ... )

Print this item

  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"

Print this item

  Follow up - issue
Posted by: rslemer - 11-29-2017, 05:04 PM - Forum: Administrator Support - Replies (1)

When I edit a task, and set a new follow up

system showed a pop up, correctly, but in the activities list system showed a date with zeros

See image  file in https://drive.google.com/open?id=1rhdWDQ..._7vsyTpMUL

Print this item