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