When I tried editing many registry with mass edition button, and has a business map for validation a Lead Source ( I tested in Contacts ) system shows a validation error

But all registry already a valid value in lead source

How I can sharing access and maintain team concept

My situation is salesman only can see and editing contacts with assigned to is yours, I means assigned to yourself

Your supervisor, need access your team

But in some situation, supervisor, supervisor 1, supervisor 2 needs access all registrys ( include the others teams )

How I can configure that access?

Consultor comercial = salesman

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I tried created a global variable for a specific role

For example, I set Application_DetailView_Inline_Edit - Value 0 - for sales man

I did that in online demo too

But system changes this for all users ( not only for a role selected )

What I do wrong?

We create a report for assets on a weekly basis. We actually create the report for accounts, and then show the related assets. We show a number of columns for assets, but I've noticed something I've never noticed before: if there are two assets for an account, and all the info in the columns that you choose to show on the report is the same only one asset shows up on the report. I solved this right now by adding the serial number to the report (which is always unique), but personally I believe the reporting system should not filter duplicates based on only the visible columns. Actually, it should not filter duplicates at all I think.

At Brazil there many ways a Telephone company sent a caller id

For example, for number 1234-0000, could be


12340000
012340000
1112340000
551112340000
+55112340000

User can add non numerics characters too, for example (11) 1234-0000

But the last 8 numbers always, correct

Is possible, change de way system check this in database?

How I can created a workflow to send a scheduled report to a marketing departament to talk with my day birthday contacts?

Or in b2b company, send a workflow with each aniversary for my clients

Problem is, aniversary date in coreBOS in format yyyy-mm-aaaa .. ( with year ), and in report or workflows, fuction "today" .. will not working for that

How to specify the format of you fields when sending in through webservice
In the default behaviour, a webservice call to either revise or update will demand you to make sure all fields are sent to coreBOS in the form of your current user. This applies in particular to number and currency fields, but also to date fields.

Let’s say you use user ‘John’ to login to coreBOS through a webservice in a remote application (maybe some customer portal). John has his preferences stored in the user settings page for his user. He likes his thousands separator to be a dot, his decimals separator to be a comma and he wants only two decimals. So his currency fields and numbers would be formatted like:

1.234,56

In the database however, the number would be stored like this:

1234.560000 if it’s a currency field, or

1234.56 if it was for instance a percentage.

When you send a record, or part of a record to either the revise or update webservice methods, you would be expected to send in the data in the format of the user that sends the data in. So for John, he would have to send in ‘1.234,56’ on a currency field to end up with ‘1234.560000’ in the database. When logged in to coreBOS, coreBOS would take care of the correct formatting when John views or edits a record.

But what if John sends in the value in database-format? What if he would send in ‘1234.560000’ for his currency field? Well, coreBOS wouldn’t understand that and try to convert it to the database format anyway. Since John uses the dot as his thousands separator, coreBOS would remove that from the value first, since databases don’t know this concept. Then coreBOS would apply decimals, if there weren’t any to start with. CoreBOS would expect those to be indicated with a comma, since it knows it’s John that sends in the data.

Now John would end up with the number ‘1234560000.000000’ in the database. In the application, he would see ‘1.234.560.000,00’, which is not what he wanted.
So John has to make sure he sends in all currency and number fields in the format he specified in his user preferences.

But, since 26-07-2018, he could also do something else. He could add a special flag (or multiple) to his data, that tells coreBOS what to expect. Say John is updating a Potential with this data:

I wish setting a default filter for my users.

Today system exhibit filter "All" or in the better situation, if user has only one filter marked as Default.

Problem is, my default filter is setting in my admin user.

Better solution is setting a global variable, because in this way, I can standarized for a role or group.

Lets say you use timecontrol to keep track of the time spent on projects. You create timecontrol records from the project tasks, but you also want to carry over the account on the project to the timecontrol record, even though the projecttask is not directly related to the account.

You'd need the following business map (adjust to fit you exact needs)

My cron gives me the following result:

[ERROR]: ScheduleReports - cron task execution throwed exception.
DateTime::__construct(): Failed to parse time string (1970-01-01 25:43) at position 11 (2): Unexpected character

The time clearly seems off. Does anyone have any experience with this problem?