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CP Setup |
Posted by: Ekim - 05-17-2014, 08:43 AM - Forum: coreBOS CP
- Replies (26)
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First of All, Greetings;
I am a post grad student in Toronto working on tailored web sites for my clients. One of my client requested me to create him a student management system. After lots of research and after 4 different set-ups.(Z0ho+J0tForm-Sug@rCRM-Suit@CRM-VTig@rv6.0)
What took me here is the requirement for the students to fill in their information into the system instead of a office lady.
My client wants the students to see their quotations, schedules, documents and also wants them to fill their profiles; this is where I get stuck with all other systems.
But seems like the coreBOSCP handles that problem for me if I could just set it up properly.
My current situation is :
I set up the crm under my hosting in GoDD and also created one more subdomain for CP itself.
crm.mydomain.com
portal.mydomain.com
After I login; /portal/index.php/site/login
I get a error saying : The requested module does not exist in vtiger CRM.
I just clean set-up a coreBOS 5.4.0. and CP under a different folder and changed the variables in a few files where I see necessary. Couldnt find the documentation properly and couldnt figure out what this link wants me to do : <!-- m --><a class="postlink" href="http://corebos.org/documentation/doku.php?id=en:coreboscp:installconfig">http://corebos.org/documentation/doku.p ... tallconfig</a><!-- m -->
I also dont have the required files in these explanations.
-download the set of changes coreBOSCPWS.zip and uncompress the file from the root of your coreBOS install
-apply the patch file coreBOSCPWS.diff which is now in the root of you install
-execute the script coreBOSCPWS.sql in your database to get the required database changes
Sorry for this big explanation; is there anyone available to guide me in this journey? Because I have never worked with any CRM other than Zoho before. My main language is asp and asp.net C# so also php makes it harder for me to understand.
I can give all the required information if anyone is available to help me; I am stuck =/
Thanks Sincerely
Have a Great Weekend
Ekim
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coreBOS webservice developers' tool |
Posted by: joebordes - 04-27-2014, 10:37 AM - Forum: Announce
- No Replies
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We are proud to present the coreBOS webservice developers' tools project!
<!-- m --><a class="postlink" href="http://corebos.org/post/corebos-webservice-develo">http://corebos.org/post/corebos-webservice-develo</a><!-- m -->
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Observations from using vtiger |
Posted by: Nigel_R - 04-17-2014, 09:36 AM - Forum: Feature Requests
- Replies (4)
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Hi,
I've been using vtiger for 9 years now, so I've got a few (!) feature requests for you. Hopefully some will strike a chord with other users:
Telephony:
I can click to dial a customer, but not a vendor. We do phone both!
Assets / Trouble tickets / Service contracts:
These don’t automatically integrate. Most tickets relate to a specific asset. An asset field in the trouble ticket would be nice. It would be useful to be able to bring up a list of assets relating to an organisation to populate this field, in the same way as the vendors/products. If the organisation has a current service contract, it would be useful to see / add it on the ticket.
Don’t get me started on the subject of time….!
Ticket emails:
These are rubbish out of the box!
I’ve been using the patch at https://discussions.vtiger.com/index.php?p=/discussion/54681/vtiger-5-4-0-helpdesk-email-notification-module-bugs-correct/p1 which at least gives an opportunity to create a nice looking email. Ideally (from my point of view) the subject needs to also include the organisation name, and the body should include the asset and contract info.
Contacts vs organisations.
It would be nice to have a central configuration choice (radio button) of whether organisations or contacts will be the primary choice.
Integration:
From a personal point of view it would be nice to integrate assets with OCS Inventory - http://www.ocsinventory-ng.org/
Those are just a few which spring to mind immediately. <!-- s:roll: --><img src="{SMILIES_PATH}/icon_rolleyes.gif" alt=":roll:" title="Rolling Eyes" /><!-- s:roll: -->
Nigel
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CoreBOS and PDFmaker |
Posted by: Nigel_R - 04-16-2014, 12:44 PM - Forum: coreBOS
- Replies (24)
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I've just upgraded our test system from vtiger 5.4.0 to coreBOS 5.4.0.
PDFmaker Professional required deactivating, unistalling, re-installing and reactivating before working correctly.
Will you be ensuring that PDFmaker compatibility will continue, or are you likely to incorporate your own solution? We've come to rely on it quite a lot here.
Regards
Nigel
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Exchange server 2010/2013 Integrated Support |
Posted by: mweaver - 04-14-2014, 04:14 PM - Forum: Feature Requests
- Replies (4)
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I was thinking today - I know... a dangerous activity - that it would be awesome to have a paid for version that comes with Integrated Exchange Server support out of the box such that coreBOS would do the following automagically after configuration of the module:
- 1. connect to the exchange server over the activesync protocol
2. sync the following:
- a. messages
b. calendar
c. task (todo)
d. Contacts
I'm not sure I would want to do anything with notes from Exchange/Outlook because they may not import very well or get along very well with the comments and notes inside coreBOS. In case I'm suggest we reinvent the wheel as I've not yet seen Exchange Integration already created for this code base, its currently offered as an add-on and not part of the out of the box package.
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