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Thumbs Up [RESUELTO] - No se puede convertir un lead a cuenta
Posted by: julioval - 09-05-2016, 12:33 PM - Forum: Administrator Support - Replies (6)

Hola,
Por qué a la hora de convertir un precontacto en "contacto/oportunidad/cuenta", no nos sale en la ventana emergente el check de crear la cuenta? A mi como root sí que me sale, pero a los users del crm no.
Qué es lo que no te tengo puesto correcto?
Saludos.

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  Me faltan productos en las cuentas!!!
Posted by: julioval - 09-05-2016, 08:38 AM - Forum: Administrator Support - Replies (12)

Buen día,
Por qué en la pestaña "mas información" de una cuenta, en el apartado de productos (en el que supongo que están todos los productos que hay en sus facturas, no?), faltan productos que sí que me ha comprado la misma y que si están en las facturas/SO?
Me explico mejor, allí aparecen (en "mas información-productos") solo 10 productos y no los 14 que hay a lo largo de las 15 facturas y/o SO suyas.
Esto a qué puede ser debido?
Saludos.

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  Default module user
Posted by: rslemer - 09-03-2016, 12:28 AM - Forum: Administrator Support - Replies (2)

Exists this global variable but not implemented right?

And you plan created a global variable for Internal Mail Composer, too?

I wish setting thats variable for all user, and I wish user cannot change this.

There is road map for this?

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  Mail Manager - Issue
Posted by: rslemer - 09-01-2016, 05:25 PM - Forum: Administrator Support - Replies (2)

When you select sent emails this imagem is showed ( ? ) after title ...

see attached



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  Pop up show message wrong characters
Posted by: rslemer - 09-01-2016, 02:49 PM - Forum: Administrator Support - Replies (2)

When Custom Field have a special character ( UTF-8 ) error pop up show messages incorrectly

Example
Tipo de Usuário não pode ser nula

Right:

Tipo de Usuário não pode ser nulo

Only for custom field names ...



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  Duplicate Check for any field
Posted by: rslemer - 09-01-2016, 01:42 PM - Forum: Administrator Support - Replies (6)

This code is compatible for coreBOS ?

https://github.com/preexo/vtiger-checkduplicates-extension

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  Suggestion: Forgot Password link
Posted by: rslemer - 09-01-2016, 01:39 PM - Forum: Administrator Support - Replies (3)

Implement on login screen, link for user reset your password.

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  not jump sales stage
Posted by: rslemer - 08-31-2016, 10:33 PM - Forum: Administrator Support - Replies (3)

I wish user, cannot jump sales stage

For example

First stage prospecting
Second stage Proposal
Third stage Negotiation
Closed Win
Closed Won

Today, user can jump prospection ( first stage ) to closed win ( last stage )

I wish user, pass all stage in order

How can i get that?

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  Trouble Tickets - translate Issue
Posted by: rslemer - 08-31-2016, 10:16 PM - Forum: Administrator Support - Replies (3)

When trouble tickets in edition mode labels same fileds was  translate to Brazilian Portuguese, but after click on save button labels is showed in  English

See attached



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  Field email on opportunity
Posted by: rslemer - 08-31-2016, 08:12 PM - Forum: Administrator Support - Replies (1)

what is the purpose of another email field in the opportunity?



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