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Could Someone Give me Adv...
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Map field from opportunities to invoices |
Posted by: ronankeane - 06-18-2014, 12:23 PM - Forum: Administrator Support
- Replies (2)
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Hi there.
Using ‘Opportunity No.’ as the main project number / reference.
I need to include it in an invoice, but I am having difficulty bringing it into the invoice module.
I think I remember doing something similar before in the editviewutils.php file by manipulating the getConvertQuoteToInvoice function.
But, here the field I need is in the opportunities / potential module, and only the opportunity name is brought into quotes / salesorders module.
Can anyone advise where I should be looking please?
PS Has anyone done up a logout button yet? Also, should 'fieldexpressions' now be used over workflow? What is the thinking behind this? Just started working with CoreBOS. Look forward to contributing.
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Centralisation |
Posted by: polanskiman - 06-18-2014, 04:29 AM - Forum: Open Discussions
- Replies (2)
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You should use only one platform for everything involving improvements/development to corebos, namely this forum. I see that you also have Linkedin and Google+. In my opinion you should only use those as promotional tools and not development tools. Redirecting people to post here instead would give more life to this forum. I don't know if you noticed but I've posted nearly as mush as you and there is only a few active users here.
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Use of language |
Posted by: polanskiman - 06-18-2014, 03:30 AM - Forum: Open Discussions
- Replies (2)
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May I suggest that the forum communications (specially those from the admins) remains in one language, English. I personnaly have no problem reading Spanish, but it might not be the case for others visiting here. Same goes for the ticket systems.
Cheers.
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coreBos Logo |
Posted by: polanskiman - 06-12-2014, 08:46 AM - Forum: coreBOS
- Replies (9)
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Do you need some help in working different sizes and formats of Corebos logo? Don't mean to be rude but the logo in this forum with the white semi-transparent background doesn't look very sexy!
I could even propose a slightly reworked one if that was of interest.
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cannot view document in customer portal |
Posted by: gongsl - 06-12-2014, 01:21 AM - Forum: Open Discussions
- Replies (9)
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my OS is windows 7. I installed the vtigher 5.4 without changing any code. When it comes to the CRM system,I add one people in CONTACTS module, upload one txt file in document module and add a ticket in trouble ticket module for testing.Then I paste the customer portal enclosed in the attachment in the vtigerCRM directory and change the config.inc and portalconfig files for configuration. After I receive the userID and password.I just follow the instruction listed as follow:https://wiki.vtiger.com/index.php/Customer_Portal#Video_Tutorial
Finally, I can login as a contact member created before in CRM system.
In customer portal,The ticket I created in CRM system is listed in the ticket module.The problem is I cannot see any record in the documents module no matter who uploaded the file.By the way,except the configuration,I do not change any code.i don't know how to connect the contact with document
WIsh you can help me
Thank you
regards,
Roger
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