Joe

I simulated at demo online

see http://corebos.org/demos/corebos/index.php?action=CallRelatedList&module=Potentials&record=27218&parenttab=ptab

Opportunity without a account, now system show many other relation ( opportunity and contacts ) wrong because in table there are a invalid situation

And for that module, opportunity, you can see a custom filter, withou a name too.

After user do that, how I can solve relations problem?

Filter is easy, admin can rename and after that remove ...

Buenos días:

Soy nuevo en este foro, ante todo quiero saludaros a todos, y aprovechar para pediros ayuda, me gustaría importar usuarios que ya tengo creados en un csv, pero no veo la manera, ¿Existe alguna forma de no crear los usuarios de nuevo?

Un saludo y espero vuestras noticias

Buenas noches:

Quisiera saber si la configuracion que indican en esta pagina, me sirve para ustalar COREBOSCRM, ya que usando xampp no me funciona el servidor de correo entrante, se queda pensando y no descarga ningun correo, y las ventana pop up se abren en blanco.

http://www.gitmedio.com/gitmedio/instalar-y-configurar-php-7-y-apache-mysql/

Saludos

I have a strange situation

Only for one user, menu not show correct information.

How I can solve that?

Today I can setting in workflow condition Assigned to ( and select a user ).

I need select a group ( rather than a single user ).

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Should this option be working for import?

Because in my tests, each imports, system duplicates all lines in CSV, even the key selection is the same (for example, I redo the same csv file).

My scenario is I have a sales team

There are 3 vendors, and I need to standardize the way of working, and one of the steps is to create default filters for entry into the lead, account, opportunities, for example modules.

The problem is, that the system does not accept that ADMIN marks the filter as default, only respects this option if I log into each of the users and create a new private filter on each login.

This is bad, not good practice.

I think there must be a way, to standardize the access, by the profile, or the group, as it has today, with the global variables.

When create and export report in CSV, Excel format or PDF, system write a single file with name, for output file as "Report"

This not best practice, and some times confuse the final user.

I suggest system put name of output file with the same report name.

My curiosity why same html used in another email or webmail, like a gmail, for example, used in coreBOS, is showed differently.

CoreBOS always insert many blank lines, each line for my signature

For example, I created siganture in G Suite, and cut and paste in coreBOS, and resulted not equal. e.

Buenas tardes
La intención es poder interactuar con las incidencias, proyectos, tareas o similar, de manera que cuando tienes un proyecto en marcha con varias tareas por realizar, que tanto los técnicos como los clientes puedan consultar el estado de las mismas e incluso puedan incluir sus comentarios, añadir nuevas (si se le da permiso).
Mas o menos como la gestión de proyectos que usa (o usaba) TSolucio, Mantis Bug Tracker...

Alguna idea de como hacerlo?
Gracias