In this video, you insert a sql command into table for simulate a call, and get the pop up ( call entrance )

You can share this command?

It  will be very useful, for my tests too

https://www.youtube.com/watch?v=UbB2dWtB6oU

Thanks!

In online demo, menu floating like as attached

in my copy menu always visible too, but only at top of screen

what the expected as correct?

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I created a BM for setting global search

this works fine, if I removed a "assigned to" in showed fields

I wish, if lead is found, shows name of user is assigned to in floating list

what I do wrong?

<map>
<mincharstosearch>10</mincharstosearch>
<maxresults>10</maxresults>
<searchin>
<module>
<name>Leads</name>
<searchfields>phone,mobile</searchfields>
<searchcondition>contains</searchcondition>
<showfields>firstname,lastname,phone,mobile,smownerid</showfields>
</module>
<module>
<name>Contacts</name>
<searchfields>mobile,homephone,phone,otherphone</searchfields>
<searchcondition>contains</searchcondition>
<showfields>firstname,lastname,phone,mobile,smownerid</showfields>
</module>
</searchin>
</map>

when used a serach columns not possible click in floating list to navigate to selected registry

is necessary clicked on floating list, after that clicked on search button and after that click on registry in listview to open a registry details

is not user friend

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I have a strange situation, if I executed a reported system shows registries as expected, but If I need saved the same report as another name or change parameters, report not executed as well

For example, I execute a default contact reported and saved with another name

new report ( saved ) not produce same result ...

see attached

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I have a strange situation, when a function associated with my user was changed, the system did not change his view to a new profile, correctly, even though my user has logged out and logged in again

need to recalculate all access privileges to transform the view correctly

in the past, recalculate the necessary privileges only if I have changed a profile or shared access, if just changing a role, for a single user, it was not necessary

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My user wish, each lead received thru integration ( RD Station ) is distributed to each user in prospecting time

Today, I have in my system, RD station integration working, but all itens received is created as a new and user is always the same ( using in integration )

I wish created a code to look how many registries each user have already assign to, and distributed equally ( rouding roubin )

and another request, if lead received in integration, already in CRM lead ( test with the field email ) registry not wil be duplicated, but updated with a new data received

How I can created and call a custom function to do that?

Hi there,

I am trying to get gendoc working but do not succeed.

I created an odt template according to the documentation which I uploaded and assigned to the contacts module. It looks like this:

Quote:{Contacts.mailingstreet}
{Contacts.mailingzip} {Contacts.mailingcity}
{Contacts.email}
Partner/in:  {Contacts.cf_833} {Contacts.cf_835} {Contacts.cf_836}
SEPA-Mandat: {Contacts.cf_842}
Kundennummer: {Contacts.contact_no}
Anrede: {Contacts.salutationtype}
Telefon: {Contacts.phone}

Quote:storage/2020/February/week4/292572_200226-Personendaten.odt Init Compile
Parameters
array ( 'ID' => '275051', 'MODULE' => 'Contacts', 'ROOT' => NULL, 'DOCID' => NULL, )
storage/2020/February/week4/292572_200226-Personendaten.odt START Compile 0.0056180953979492
COMPILE TEXT
array ( 'TEXT' => ' ', 'ID' => '275051', 'MODULE' => 'Contacts', )
storage/2020/February/week4/292572_200226-Personendaten.odt START Styles 0.005824089050293
storage/2020/February/week4/292572_200226-Personendaten.odt START toGenDoc 0.008242130279541
COMPILE TEXT
array ( 'TEXT' => '{Contacts.', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => 'mailingstreet', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => '}', 'ID' => '275051', 'MODULE' => 'Contacts', )
Markers found
array ( 0 => '', )
retrieve_from_db: with Contacts(275051)
REPLACE WITH: {}
COMPILE TEXT
array ( 'TEXT' => '{Contacts.', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => 'mailingzip', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => '} {Contacts.', 'ID' => '275051', 'MODULE' => 'Contacts', )
Markers found
array ( 0 => '', )
retrieve_from_db: with Contacts(275051)
REPLACE WITH: {}
COMPILE TEXT
array ( 'TEXT' => 'mailingcity', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => '}', 'ID' => '275051', 'MODULE' => 'Contacts', )
Markers found
array ( 0 => '', )
retrieve_from_db: with Contacts(275051)
REPLACE WITH: {}
COMPILE TEXT
array ( 'TEXT' => '{Contacts.email}', 'ID' => '275051', 'MODULE' => 'Contacts', )
Markers found
array ( 0 => 'Contacts.email', )
retrieve_from_db: Contacts.email with Contacts(275051)
REPLACE WITH: testbenutzer@a.web-2-mail.de
COMPILE TEXT
array ( 'TEXT' => 'Partner/in: ', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => '{', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => 'Contacts ', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => '.cf_83', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => '3', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => '}', 'ID' => '275051', 'MODULE' => 'Contacts', )
Markers found
array ( 0 => '', )
retrieve_from_db: with Contacts(275051)
REPLACE WITH: {}
COMPILE TEXT
array ( 'TEXT' => ' ', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => '{', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => 'Contacts.cf_835} {Contacts.cf_836}', 'ID' => '275051', 'MODULE' => 'Contacts', )
Markers found
array ( 0 => 'Contacts.cf_835', 1 => 'Contacts.cf_836', )
retrieve_from_db: Contacts.cf_835 with Contacts(275051)
REPLACE WITH: Neue
retrieve_from_db: Contacts.cf_836 with Contacts(275051)
REPLACE WITH: Person
COMPILE TEXT
array ( 'TEXT' => 'SEPA-Mandat: ', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => '{', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => 'Contacts ', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => '.cf_8', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => '42', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => '}', 'ID' => '275051', 'MODULE' => 'Contacts', )
Markers found
array ( 0 => '', )
retrieve_from_db: with Contacts(275051)
REPLACE WITH: {}
COMPILE TEXT
array ( 'TEXT' => ' ', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => 'Kundennummer: {Contacts.contact_no}', 'ID' => '275051', 'MODULE' => 'Contacts', )
Markers found
array ( 0 => 'Contacts.contact_no', )
retrieve_from_db: Contacts.contact_no with Contacts(275051)
REPLACE WITH: K17009
COMPILE TEXT
array ( 'TEXT' => 'Anrede: {Contacts.salutationtype}', 'ID' => '275051', 'MODULE' => 'Contacts', )
Markers found
array ( 0 => 'Contacts.salutationtype', )
retrieve_from_db: Contacts.salutationtype with Contacts(275051)
REPLACE WITH: Herr
COMPILE TEXT
array ( 'TEXT' => 'Telefon: ', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => '{Contacts.', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => 'phone', 'ID' => '275051', 'MODULE' => 'Contacts', )
COMPILE TEXT
array ( 'TEXT' => '}', 'ID' => '275051', 'MODULE' => 'Contacts', )
Markers found
array ( 0 => '', )
retrieve_from_db: with Contacts(275051)
REPLACE WITH: {}
END GenDOC 0.029922008514404 s
Post processing: Array ( [0] => {include [1] => 0 [2] => Array ( [0] => Array ( ) [1] => Array ( ) ) )
Post processing: Array ( [0] => /home/www/crm.partnerwerk.de/modules/evvtgendoc/unoservice.sh /tmp/gendoc-22mxnW file://'/home/www/crm.partnerwerk.de/cache/gendocoutput/Contacts/odtout275051.odt' file://'/home/www/crm.partnerwerk.de/cache/gendocoutput/Contacts/odtout275051.odt' [1] => )

Quote:{Contacts.mailingstreet}
{Contacts.mailingzip} {Contacts.mailingcity}
testbenutzer@a.web-2-mail.de
Partner/in:  {Contacts.cf_833} {Contacts.cf_835} Person
SEPA-Mandat: {Contacts.cf_842}
Kundennummer: K17009
Anrede: Herr
Telefon: {Contacts.phone}

Today we have two screen to setting a mailbox parameters for each user

First is a "normal" setting for incoming emails and second is the new for setting ( overlapping ) outgoing smtp server ( when not use a default server configuration )

I suggest in first screen, below system printed values when setting uses a default account server or a specific values. User need to know if your client received a email from your account or system account.

Perhaps can be create a button in this first screen to navigate to a second screen, or uses only new screen to setting all configurations

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My users explain a situation about when need search a phone number, into a contacts, or leads, for example

Today coreBOS allows phone number is input in more than one field, like a phone, other phone, alternative phone, mobile phone, and custom fields type "phone"

Problem is, when user need search, also need input all fields phone type, manually

I suggest created a special tag,as allows user search the phone number in all fields without need specify one by one

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