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

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

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

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

Hello!

First of all thank you for all your effort.
I've got a corebos installation which was running Version 5.5 until yesterday when I decided to update to the latest version of corebos. I downloaded the latest Version (https://github.com/tsolucio/corebos) and copied the files to my web directory (excluding the configuration files and the install directory). After that I ran the corebosupdate to get the latest database changes. So far it went without a problem but unfortunately I discovered that some things aren't working anymore.
1. The Thunderbird Plugin does not find any contact in corebos to attach an email to. It just keeps searching (no error message). It's the latest Version 0.510 and worked before the update. Do you have an idea how to get that working again?
2. I was using vtiger's customer portal. That stopped working, too with some error messages that didn't make any sense to me. So I decided to give the corebosCP a shot. I configured the PotalConfig.php and set up a user in corebos. So far I can log in but I can not see any records. I am able to create a TroubleTicket through the Portal (verified in corebos) but when I select the module (Trouble Tickets) to get a list of available items I only get the message "No results found."

After the login the values for support start and support end seem to be missing:
Last Access 2015-07-22 06:57
Support Start Date support_start_date
Support End Date support_end_date

Any ideas what could be wrong?

3. The last issue is probably not related to the update. When I use variables in e-mail templates they get inserted in english language. I need them in german though. Is that a bug or did I miss something like a default language for the customer portal?


Thank you for all your help
JJ

Hello,

I am having an issue when trying to assign an image to a contact. I've tried several times, refreshed the page, cleared the cache and the image is not appearing. Suspecting the image is simply not uploading.

Ideas?

Hi,

i' m using :  http://corebos.org/documentation/doku.php?id=en:devel:add_special_block

to add a block inside the detailview of Account

i have declared jquery in Header.tpl :

<script type="text/javascript" src="include/jquery/jquery-1.11.3.min.js"></script>

but it's not available in the widget 
i have to redeclare it under the <accountwidget>.tpl

<script type="text/javascript" src="include/jquery/jquery-1.11.3.min.js"></script>

so that i can access the $ variable

is it possible not to recall the jquery again:?

According to: http://corebos.tsolucio.com/development/view.php?id=310

- I need help to create a cbupdater changeset. I'm totally new to this
Do i just copy setRelatedList(relatedmodule, header, actions, 'get_attachments') to /build/changeSets/example.php and run cbupdater?

A custom report is generating duplicate records for invoices with more than one item. For instance, if I have a invoice with the following items I sold to my customer. PC for $550,
Printer for $50
software for $100.

When I generate a report for the month, it will show a total of $2,100 Although the total should be $700.

I am using vTiger CRM 5.4.0; has anybody seen this problem before? any ideas how to solve it?
(Selected Fields) for Report are:

Organizations Sales Reps
Organizations Organization Name
Organizations Serial No.
Invoice Work Order
Invoice New Serial
Invoice Date
Invoice Total
Invoice Monthly(If Applicable)
Invoice Product Name
Invoice Quantity
Organization Lead 1
Organization Lead 2

Thanks in advance,

Hi,

continuing the thread from vtiger forum :
Joe Bordes : " Hi,


As I stated in my previous response:

We haven't added it to the layout editor but that should be easy to do now that the hard part is working.
Adding fields is done using vtlib, have a read at the module construction manual and wiki.


"


where is reference to the manual and wiki?

Attached Files

  addFileToContacts.php (Size: 1.79 KB / Downloads: 12)