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fresh install invalid use...
Forum: Administrator Support
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Contacts read-only
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Related lists: can we set...
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Error en integración con ...
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Help with context variabl...
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gendoc table header on pa...
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enhance - sugestion - imp...
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attachs files
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Albaranes
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How to turn off auto date...
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  enhance - sugestion - import featutre
Posted by: rslemer - 01-12-2022, 07:50 PM - Forum: Administrator Support - Replies (1)

Today is possible when import time, specify only updated registries or only for new registries.

I think good feature wil be option for not create new item in pick list, item, I means only uses pre existing values

Because, if some situations, importing create a lot of itens in picklist field , or duplicate itens when not exactly same in spreadsheet and system

Perhaps, force in import time, system use a item selected pre defined value.

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  Help with context variables in send email worflow task
Posted by: gedas - 01-11-2022, 11:58 AM - Forum: Administrator Support - Replies (5)

Hello,

The short question would be if it is possible to use the context variable's value, got in one of the workflow tasks, in send email task, specifically in the body of the email message?
If so, what would be the correct syntax in the sent email task?
If no, what would be the best way to accomplish that?

I am trying to send via email some information, got with the aggregation function from some fields. The aggregation works fine, not sure how to use that aggregated value in the email message body.

Gedas.

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  Seguimiento de llamdas telefónicas
Posted by: Joana - 01-03-2022, 03:42 PM - Forum: User Support - Replies (4)

Hola a todos y Feliz Año 2022!

Queremos registrar las llamadas que hacemos a los clienes de forma que podamos consultarlas si fuera necesario. (Sería por escrito. No grabadas)
El registro seria como un evento pero sin tantos campos y a ser posible más ágil.
Nos comentarón que hay un Módulo Administrador PBX pero nosotros no temos centralita digital. Gracias.

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  error in logoout
Posted by: rslemer - 12-22-2021, 07:17 PM - Forum: Administrator Support - Replies (3)

After update my install, when I try logout system shows url mismatch

how i can solved that?



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  Update Images
Posted by: Joana - 12-19-2021, 06:39 PM - Forum: User Support - Replies (3)

Buenas tardes,
Hemos creado unos campos nuevos para guardar unas fotos de producto.
Quisiéramos útilizar Update Images para guadar estas fotos en los campos creados (foto1, foto2,..foto5).
Cómo podría modifcar Update para guardar estas imágenes?
Un saludo y gracias.

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  Quote Pdf change
Posted by: LorenzoGreco - 12-14-2021, 05:48 PM - Forum: Administrator Support - Replies (1)

Hi All
i would like to change the quotes's pdf, adding some fields anche changing the old style.
I tried working on this files /modules/Quotes/pdf_templates
but it not works, i don't know if it is a cache problem, but i not belive.
So i have to edit other files?
using gendoc (i have a red error screen) but i don't understad how to add he product list with prices.
Any ideas?
Have a nice evening.
Lorenzo

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  Error with Account Number
Posted by: mindkicker - 12-10-2021, 10:02 AM - Forum: Modules/Extension Support - Replies (3)

Hi, everyone,

in the PDF Maker module, I always displayed the customer's organization number in the template for invoices. The field for this is $R_ACCOUNTS_ACCOUNT_NO$, unfortunately none of this is displayed in the generated PDF. All other fields like $INVOICE_INVOICE_NO$ are displayed. Has the name changed here? How do I get the organization number displayed again?

Many thanks for your help

mindkicker

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  HTML in field
Posted by: LorenzoGreco - 12-10-2021, 08:26 AM - Forum: Administrator Support - Replies (8)

Hi All
after the latest updates some fields show the htlm code in many modules, I don't understand why it happens with some new and old records
message template, potential, products, ecc
see the pics

coreBOS 8.0  (b7148f0dc20211208)

Lorenzo



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  Activity update doesn't register changes
Posted by: javier - 12-07-2021, 11:00 AM - Forum: Modules/Extension Support - Replies (3)

Hi All!

Since this update in the file DART.php (specifically the cahges in line 115): https://github.com/tsolucio/DART/commit/768d0eb080c90e8c90950009d9e3ab097de4c54f#diff-79aaf1f21d5dcda3e6dcee5da0c08f5aaf6f39aceaf19dfd91831188f81c72cb
I can't see the resume with all the changes made during the day (also the e-mail is send but empty). The previous version works just fine.

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  Code Update
Posted by: javier - 12-07-2021, 10:56 AM - Forum: Administrator Support - Replies (2)

Hi All!

I had a question regarding CoreBOS updates. If we want to update to a later version (basically update all the code), is there a risk of functionality failures?
I imagine that in this case, to preserve the data, all the custom modules, data, business actions, business maps, etc. would have to be exported from the old version and import them to the updated version, correct?

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