Hello,
Is there a way to change gendoc's default behavior for generating e-mails:
1. I want the e-mail subject to be the same as the entity subject(i work on Quotes but i gues it would be more or less the same for SO, INV, PO since they all have subject) by default
- i figured i could use the field set mapping but i really don't know what would be the source and destination in this case.
2. I want the name of the attached document to be the entity subject(Quote subject in this case)
- i mingled a bit with evvtgendoc.js and i noticed that i can alter the name in this variable:
var emailurl = 'index.php?module=Emails&action=EmailsAjax&file=EditView&attachment='+i18n+'_'+crmid+'.'+(format=='pdf' ? 'pdf' : 'odt');
but i don't know how to construct it properly.
Saving to folder and exporting is doing that by default and I would like send e-mail to behave the same
Any help is appreciated.

Thanks

Hello,

I'm playing around the the demo CRM. trying to view several user calendar on the same display.
I'm using the: "Assigned to" "All selected" option and select some users.
But It display only one user calendar each time.

Is this feature work ?

Hi Joe, how are you?
Something strange is happening to me to see if you can help me or guide me.
Some things that worked perfectly, stopped working or at least stopped being stable. Sometimes they work, sometimes they don't.
Eg.
1 - Recurring billing. I generated some sales orders with monthly recurrence and it did not generate the invoices. This I had already tried several times and it worked perfect. Now all of a sudden I generate 2 or 3 equal sales orders, and there in 1 it generates the invoice and in the other it does not.
2- Work flow. Create a flow to change the status of the invoices created by recurrence and send them to the customer. The flow is triggered, the status changes, but sometimes it sends the mail, sometimes it doesn't. I have not touched anything weird in terms of settings or code, that it suddenly became unstable. How can I check it? Thanks

I would like to perform webservice calls, but run the system validations when doing so. I remember we had special way of running the validations when performing webservices, but couldn't find it in the docs.

Today when I use  2fa for my users and set google authentication, system show in app

coreBOSWebApp(coreBosWebApp) to indentify a code

I don't know if occurs with another one, but I have more than one user, normally I use a admin and a other non-admin user

and in this case, system not identify what code, is associate a each user

I suggest, at possible, put the user name, for example, in title at google authenticathor, or another single ID

We have a default relation between accounts and contacts, where every contact can have one account. In reality, however, a contact can have multiple accounts associated. Take for instance an company that has multiple locations, and therefor multiple accounts in the system, but has a contact that is responsible for multiple locations. That would require us to change the relationship between accounts and contacts. Now that part is easy, but, we also have capture fields on the inventory modules that pre-filter the list of contacts based on the selected account in the popup window. I would like to propose creating a global variable that would let you select how you want to filter these contacts: either by the 1:N relation, or the N:N. Would I change code in the Contacts module to make this happen?

Hello, is there a way to do a workflow, so that an invoice is sent (when X condition is met) attached in PDF with GENDOC?
I did not find in the SEND MAIL task, how to get the invoice attached

Thanks

it's there a way to update product prices on import?

Hello I am trying to understand well how mail converter works.
When I generate a rule to generate a ticket when the sender is a specific email, it seemed to work correctly. There were approximately 50 unread mails, and I captured them at 50 and generated a ticket for each one. Until then everything is perfect. After trying other things to assign each ticket an account (already solved thanks to Joe), I decided to delete the tickets, to recreate the complete circuit again in more detail. Then those emails were re-marked as UNREAD from Gmail, so that mail converter reloads them as a ticket, but it is not happening. Of several times the system runs, perhaps it generates only 1 ticket, as if there were only one run. Could it be that somehow the program already has some kind of registry in the system that makes it not interpret the emails as new? And that I can only test it from now on with emails that are really new? Or could it be failing?
Any advice to recreate everything from scratch?
Delete for example, the mailbox, the rules, maybe empty some records from the database tables? or is it not necessary?

Thanks

(03-04-2021, 08:21 PM)jmery24 Wrote: Hello I am trying to understand well how mail converter works.
When I generate a rule to generate a ticket when the sender is a specific email, it seemed to work correctly. There were approximately 50 unread mails, and I captured them at 50 and generated a ticket for each one. Until then everything is perfect. After trying other things to assign each ticket an account (already solved thanks to Joe), I decided to delete the tickets, to recreate the complete circuit again in more detail. Then those emails were re-marked as UNREAD from Gmail, so that mail converter reloads them as a ticket, but it is not happening. Of several times the system runs, perhaps it generates only 1 ticket, as if there were only one run. Could it be that somehow the program already has some kind of registry in the system that makes it not interpret the emails as new? And that I can only test it from now on with emails that are really new? Or could it be failing?
Any advice to recreate everything from scratch?
Delete for example, the mailbox, the rules, maybe empty some records from the database tables? or is it not necessary?

Thanks

I am having problems with mail scanner in the new Corebos installation in clouding.io. I have a rule that when an email arrives from a certain sender, a ticket is created and marks the email as read. When the process (cron task) runs, it hangs many times, I even get an email notifying [Warning]: cron Task (s) exceed time threshold. but at the same time it seems that it does the tasks halfway, since although it does not create any ticket if it marks those emails as read. which may be ? Thanks