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  How to add trouble ticket inside Opportunities
Posted by: dennisa - 05-05-2015, 06:45 AM - Forum: Open Discussions - Replies (2)

Just like in Assets, there is Trouble Tickets Block that can be linked to Assets
but not in Opportunities
So, is there a way to add Trouble Tickets inside the Opportunities Module?
thank you,
Dennis

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  Customer Portal Questions
Posted by: jayo2005 - 04-16-2015, 09:58 PM - Forum: User Support - Replies (9)

1. Should I be able to login using a user profile or do I use a contact that has portal access. This is for VtigerCrm mode. Ive already changed

Code:
'vtyiicpngScope' => 'vtigerCRM',  //  CPortal | vtigerCRM
   'notSupportedModules' => array(
         'vtigerCRM' => array(

Now I can login using Contact portal user but not User profile. Is the user profile only used for REST?

2. How to remove <!-- e --><a href="mailto:l.xhumari@studiosynthesis.biz">l.xhumari@studiosynthesis.biz</a><!-- e --> from login page.

3. Is it possible to remove fields from customer portal like Title and Firstname. I have them removed from Corebos but they show up in the Customer Portal?

[Image: Paddy_core_BOSCP.png]

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  Filters not working
Posted by: jayo2005 - 04-15-2015, 07:01 PM - Forum: User Support - Replies (2)

Hi Filters are not working on a custom module. Even if I create a filter with the same fields as All, no entries are displayed. I select All and all entries are displayed.

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  vtigerCRM mode
Posted by: jayo2005 - 04-15-2015, 05:40 AM - Forum: coreBOS CP - Replies (1)

I am trying to use it in vtigerCRM mode. I created a new user, profile and role. I added this user to PortalConfig.php with the correct access key. I also changed main.php to

Code:
'vtyiicpngScope' => 'vtigerCRM',  //  CPortal | vtigerCRM
    'notSupportedModules' => array(
            'vtigerCRM' => array(

I am then using the email and password for that new user and I get the error.

Code:
(1) Given user name could not be found.

It works fine in CPortal mode for contacts.

Even after changing the vtyiicpngScope' => 'vtigerCRM I can still log in using a contact CPortal details.

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  Application Backup and relocate
Posted by: anilp78 - 04-15-2015, 02:29 AM - Forum: Administrator Support - Replies (1)

Hi !

I want to take a complete application mirror (application settings + database) and install it on a different server. How do I do it? I want to keep all the settings (email, sms, data till date) to be functioning as it was in the earlier server. Can you tell me the steps to do it?

thanks

Anil

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  Mailchimp integration
Posted by: anilp78 - 04-15-2015, 02:22 AM - Forum: Modules/Extension Support - Replies (1)

Hi,

Is it possible to integrate mailchimp with corebos?

thanks,
Anil

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  Display field from another module
Posted by: jayo2005 - 04-13-2015, 09:02 PM - Forum: User Support - Replies (6)

I added 2 fields to Contacts. They are start date and end date. When in Tickets modules I select contact but I would like to be able and see the start date and end date in the list view without clicking on the contact. So is it possible to view fields from a different module.

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  coreBOS Customer Portal
Posted by: jayo2005 - 04-13-2015, 10:21 AM - Forum: Administrator Support - Replies (2)

coreBOS 5.5
(New Install)

Hi I am trying to get the Customer Portal working. I had an issue with module not found so I ran the corebos updater and that solved that. I created a new admin user and made changes to the Portalconfig.php adding the user and access key. When I try to login it tells me user not found. I am using the email address and password setup for the new user. Even when I click forgot password I get Given email could not be found. I want it to work in Vtigercrm mode so I changed vtyiicpngScope to

Code:
'vtyiicpngScope' => 'vtigerCRM',  //  CPortal | vtigerCRM
    'notSupportedModules' => array(
            'vtigerCRM' => array(
                'Calendar','Events','Quotes','SalesOrder','PurchaseOrder','Invoice','Currency',
                'PriceBooks','Emails','Users','Groups','PBXManager','SMSNotifier','ModComments',
                'DocumentFolders'
            ),
            'CPortal' => array(
                    'Contacts','Accounts','Quotes','Services','Invoice','HelpDesk','Faq','Timecontrol',
                    'Assets','Products','Documents','ProjectMilestone','ProjectTask','Project','CobroPago'
            ),
        ),

I also created a contact with portal access. When I try to login with that I get

Code:
Internal Server Error

date(): It is not safe to rely on the system's timezone settings. You are *required* to use the date.timezone setting or the date_default_timezone_set() function. In case you used any of those methods and you are still getting this warning, you most likely misspelled the timezone identifier. We selected 'America/New_York' for 'EDT/-4.0/DST' instead

An internal error occurred while the Web server was processing your request. Please contact the webmaster to report this problem.

Thank you.

My Php.ini timezone looks like below

[Image: phpinfo.png]

I also added patch from <!-- m --><a class="postlink" href="http://corebos.org/documentation/doku.php?id=en:coreboscp:installconfig">http://corebos.org/documentation/doku.p ... tallconfig</a><!-- m -->

In coreBOS settings when I click on CustomerPortal I get CustomerPortal module is not active!. I presume this is the VtigerCRM CustomerPortal and not coreBOS?

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  corebosCP : custom module show all records
Posted by: saidmsl - 03-29-2015, 04:31 PM - Forum: Administrator Support - Replies (5)

Hi,

i have created a custom module with field link (uitype =10) to organisations

however, in the CP, i see all records although they are not related to the logged contact

any ideas to debug?

rgds

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  sms task in custom workflow function
Posted by: saidmsl - 03-29-2015, 03:32 PM - Forum: Open Discussions - Replies (2)

Hi,

did anyone already uses the following :
1. create a workflow and invoke custom function
2. inside the function , create and format the sms , send the sms

like :
SMSNotifier:Confusedendsms($content, $tonumbers, $current_user->id, $relatedCRMid, $relatedModule);

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