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  Report - Scheduled - User to get profile
Posted by: rslemer - 02-07-2018, 12:39 PM - Forum: Administrator Support - Replies (1)

I wish, each supervisor time, system send a daily report with information about your our time.

But, if I create a report, and setting scheduled to sent for each supervisor, system will created a report with my user.

This is a problem, because, each supervisor not received your only time, but all users ( because my user is up the supervisor in hierarchy ).

There any way, to set a system, to do that?

For example

I wish

supervisor 1, receveid a report only your time
supervisor 2, receveid a report only your time


Hierarchy is setting ok, but only way, is I loging each user and recreate a report in your access?

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  Wordpress Contact Form 7
Posted by: anilp78 - 02-07-2018, 11:29 AM - Forum: Modules/Extension Support - Replies (3)

Hi there, 

Is it possible to submit data through wordpress Contact Form 7 into Corebos webform? If yes, can anyone tell me how to go about it?

thanks,
Anil

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  [solve] Doubt - Define a time and your manager
Posted by: rslemer - 02-05-2018, 09:11 PM - Forum: Administrator Support - Replies (1)

What is the best way to separate the opportunities by team?

Creating a hierarchical tree with different managers and roles?

Or is it possible to define this only with groups?

I need every manager to have the opportunity data, accounts and contacts, grouped by his team

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  [solve] url name rather than Asterisk IP Server
Posted by: rslemer - 02-05-2018, 06:49 PM - Forum: Administrator Support - Replies (2)

Is possible use a url, for dns resolution rather than a IP number for Asterisk Server IP ?



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  [ solved ] Contact Owner - must be same in Accounts
Posted by: rslemer - 02-05-2018, 12:58 PM - Forum: Administrator Support - Replies (7)

When I change Account assigned to another user, I wish contacts associates this account should be move to new user too.

I remember, in past, is necessary create a custom function for that.

Today there a way, easy to do that, or really need use the CF and workflow for that?

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  Lead conversion: leads not showing up anymore?
Posted by: Guido1982 - 02-05-2018, 08:09 AM - Forum: coreBOS Development - Replies (2)

We've only very recently started to use the Leads module. During a test I noticed that a lead, once converted, isn't showing up in the module's list view anymore and is basically emptied and gone. I'm wondering what the purpose of this is. I mean sure we can change the status to converted and show that but why block the entire record? Do we have some global variable for this?

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  [solve] Doubt - Menu To Do and Menu Tasks
Posted by: rslemer - 02-04-2018, 09:47 PM - Forum: Administrator Support - Replies (1)

What a difference about this two menus ..

In first analysis, I think this two menus redirect to same module

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  Issue - Editing a Report
Posted by: rslemer - 02-02-2018, 03:11 PM - Forum: Administrator Support - No Replies

When I try editing a existing report, system not return the values from table in BD, for steps 5,6,7 and 8.

Always, for change anything is necessary redo this steps, all the time.

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  How I change a to do in past?
Posted by: rslemer - 02-01-2018, 07:38 PM - Forum: Administrator Support - Replies (5)

Today, always you needs created or editing a to do, coreBOS system check if final date is in past or not.

The problem is, if you need change anything, or adding a comment, for example, in to do you have execute in past, you need change a final date too ...

What the logic in this verification ( final date ) in coreBOS?

Another problem, if user not login on ( online) in coreBOS, but wish write registered one past activity not is possible too.

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  Profile - Issue
Posted by: rslemer - 02-01-2018, 04:29 PM - Forum: Administrator Support - Replies (2)

I removed the Report Module in the user profile.

Now, i returned this option, but system not allow access more.

I reproduced in on line demo too

Now user testdmy not allow access report, even after I returned this option.

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