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  hierarchical product categories - fearure request
Posted by: opto - 09-04-2015, 07:22 AM - Forum: User Support - Replies (1)

It would be nice to have hierarchical product categories. For many, I think this is how they organise their business, but there seems no way to reflect that in corebos. For add product and other places, it would then be good to be able to switch between flat display (as now) and parent/child display, so one can use whatever is faster.

If i know the product name (starting letter)- maybe choose flat view and alphabet, if not - use the product category (e.g. light sources -> research lamps -> Xenon lamps), and in that category, I would even find the light bulb (for sure i wouldn"t remember that product name by mind), the power supply, a little mechanical adapter etc.). Might give some order to really long product lists by grouping related items.

How to realise? I have some ideas from project planning parent task-child task - child task - ...  relationships which I could share. May need an extra field in products to note this type of category (or use the existing one), and a place to store the category tree, as well as some UI in the places where we choose products.

We wouldn"t even need this everywhere (we still have the old selection process), maybe add products in quotation/SO, PO, ticket and define new product would be sufficient.


Klaus

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  thanks for the tiny improvements which make life much (!) easier
Posted by: opto - 09-03-2015, 06:01 AM - Forum: User Support - Replies (1)

I just noticed, that on documents, type is now preset to internal. Smile
Thanks!!
> 100% of our documents are internal, so... just another clicking nuisance has disappeared with our Switch to Corebos.

Thanks, Joe.

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  webservices and workflow
Posted by: saidmsl - 09-02-2015, 05:11 PM - Forum: User Support - Replies (2)

Hi,

just a quick and dummy question :
if i create an entity using webservices (ex : https://github.com/tsolucio/coreBOSwsDevelopment/blob/master/testcode/020_createContact.js)

does it call and run any related workflow or event?

Rgds

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  dropzone.js error
Posted by: saidmsl - 08-29-2015, 06:56 AM - Forum: User Support - Replies (6)

Hi,

the dropzone widget for upload image inside products is heratic and most of times does not load :

test :
- download in and latest corebos code from github (no changes in code, blank DB with demo data)
- run and apply all cbupdaters

when i go to a product, click or drag a file on the widget, no action (popup window for selecting the file does not appear)

Rgds

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  vtlib module custom fields on related list
Posted by: mlambert - 08-26-2015, 04:12 PM - Forum: Modules/Extension Support - Replies (3)

This is for payment module:

I need to show my custom filed information in display instead of Payment Ref and so on?


I added Transaction Status, Paid To & Transaction type to the corbos.php and they show up in the display. Just no data will populate to the view inside the block?

I need it to populate the data in there?

On standard modules I can fix it, but your module is not listed where the other code is that I normally make changes and adjustments to.

Can you please share with me how I can get that data from custom fields to populate to be seen in block?

Thanks in advance,

Mike

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  vtlib module for vt 5.3
Posted by: opto - 08-19-2015, 05:26 PM - Forum: Modules/Extension Support - Replies (3)

I once did a vtlib module (vt 5.3) for dotproject. Now I would want to adapt that to web2project, a fork of dotproject.

Would the old code still be expected to work? I don't just want to try out and contaminate my new cb installation with something that might not be expected to function anyway.
Klaus

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  relatedlist for all documents of an account
Posted by: opto - 08-19-2015, 05:24 PM - Forum: User Support - Replies (4)

This is an feature request / not sure where to put that. I once did this myself for vt 5.3 but obviously, it does not work any longer.

What can be of interest is, in organisations, a document relatedlist that covers all documents related to a company.

So it would combine related documents from quotes, sales orders, invoices, contacts etc. (all only if related to this organisation) in one listing.

That helps to find things: did he store the tender documents under the quote or the sales order?
Is the packing list in sales order or invoice? etc.

Klaus

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  switch to related sales order/invoice
Posted by: opto - 08-19-2015, 12:16 PM - Forum: User Support - Replies (4)

is there something like this? I didn#t find it.

Watching a particular quote (or sales order etc.), it would be nice to have an action for changing page to the related sales order/invoice (once it has been created).
I.e. rename the generate link to 'switch to' and make it go to that page.

Just a minor request, but would remove some clicking and page changes (go back to organisations, open sales orders, find the right one, open that).

Or - if we have multiple sales orders for a quote: might make it complicated. Still, would be helpful.
I just saw there is a sales order related list in quote. But it is empty. Populate that upon generating SO from quote would be another option.


thanks,

Klaus

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  upgrade from vt530 went wrong
Posted by: opto - 08-13-2015, 08:08 PM - Forum: Administrator Support - Replies (5)

I cannot log in. any idea?

went from an old bitnami stack to a new one with mysql 5.6, php 5.5.
Imported old db with mysqlworkbench (utf8).
corebos proposed to change db to innodb, maybe I forgot that.
SQL: 1 primary key (vtigerportal) could not be deleted, all else went fine.

Now: cannot login. I am returned to login page with empty fields.
code from a github fork.

many thanks,

Klaus

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  smtp setup question
Posted by: paul - 07-22-2015, 10:47 AM - Forum: User Support - Replies (6)

Hello Joe

Thanks for launching such an ambitious project!

We're a vTiger 5.0.4 user. I'm looking to upgrade and didn't like 5.3 so I've installed coreBOS for evaluation. When setting up the smtp server I get..

[Can't connect to email01.uk-noc.com,143: Permission denied]

..and the hosting company tell me that the request isn't getting that far. The credentials I'm using work in vt 5.0.4 and 5.3 and no problem with our Thunderbird mail clients.

I've read "How to Configure Outgoing Server" and tried again using a sendgrid account, but with the same result.

What have I missed?

All the best

Paul
Mint 17
Firefox 39

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