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  List View Filters
Posted by: myhomewise - 03-02-2015, 07:10 PM - Forum: coreBOS - Replies (1)

I know that all List View Filters Are assigned to a user. Is there a way to have them assigned to a role.

Example:
I have 2 employees in my Finance Department. With there own user log-in so i can track their history. Now there are certain filters I would like both of them to be able see.

Now I know of 2 ways I could complete this is either
a) make it public
b) Create a generic Role and have that role be a subordinate to these 2 users and they would see the filters.

If there is an easier please help me

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  Geotools
Posted by: myhomewise - 03-02-2015, 02:43 PM - Forum: Modules/Extension Support - Replies (1)

IS anyone familiar with this module? I am having a hard time having be able to pull data from the database in the list view of this module

have provided some screenshots to help

Lead Detail View:
<!-- m --><a class="postlink" href="http://awesomescreenshot.com/0884ilcq5e">http://awesomescreenshot.com/0884ilcq5e</a><!-- m -->

Lead List View (Under All Filter):
<!-- m --><a class="postlink" href="http://awesomescreenshot.com/0474ilcs10">http://awesomescreenshot.com/0474ilcs10</a><!-- m -->

GeoTools Configure:
<!-- m --><a class="postlink" href="http://awesomescreenshot.com/0534ilcu4d">http://awesomescreenshot.com/0534ilcu4d</a><!-- m -->

Geotolos List View & Map View:
<!-- m --><a class="postlink" href="http://awesomescreenshot.com/0374ilcv6a">http://awesomescreenshot.com/0374ilcv6a</a><!-- m -->

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  Email error - when using smtp
Posted by: anilp78 - 02-27-2015, 06:01 AM - Forum: Open Discussions - Replies (9)

Hi,

When am using smtp for sending email, i get the following error when i compose an email for a lead -

The first error that i get is -
Please check the current user mailid.It should be a valid mailid to send Emails

Then, when i add an email manually in the from field, i get the next error -
Warning: Creating default object from empty value in /home/iperac/xyz.com/corebos-master/modules/Webmails/Webmails.php on line 745

I was using sendmail earlier but the emails appear in spam, so i switched to smtp.
What could be the problem here? please help.

thanks,



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  Auto logout timer
Posted by: myhomewise - 02-26-2015, 02:51 AM - Forum: coreBOS - Replies (1)

I know as a security feature vtiger and corebos will auto log out a user after a certain time. is there a way to adjust how long it the system waits before auto logging out a user?

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  advance reporting tool
Posted by: myhomewise - 02-26-2015, 02:48 AM - Forum: coreBOS BI - Replies (1)

Joe,

I've been considering purchasing itsapiens advance reporting tool fir 5.4 i current'y use corebos 5.5 should there be any issues with thus working together?

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  Global Search
Posted by: myhomewise - 02-23-2015, 08:33 PM - Forum: coreBOS - Replies (3)

I do not know if this is something I have done but when I search for a phone number which is the most unique identifier to a record I seem to be getting to records showing after the search. One is the record i am searching and the second seems to be just a random. I don't know if this is important phone numbers in my database are stored like this : +138686473441 now if i search for 3868647344 here is a screenshot : <!-- m --><a class="postlink" href="http://awesomescreenshot.com/0514gx8w77">http://awesomescreenshot.com/0514gx8w77</a><!-- m -->

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  Mass Workflow execution
Posted by: myhomewise - 02-23-2015, 05:14 PM - Forum: coreBOS - Replies (4)

Joe,

I have recently changed over to corebos and after a fresh install and set up I imported almost 10k records.

I want to have a workflow execute for all the leads. I obviously tried to to a mass edit and the screen just goes blank, i also tried to do 500, 300 , 100 even 50 at a time.

Is there an easier way than doing 20 at a time?

I also notice if i sometimes just cycle the edit button then save that the screen goes blank, what causes this

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  New Email template not saved
Posted by: anilp78 - 02-23-2015, 11:09 AM - Forum: Open Discussions - Replies (4)

Hi,

i am not able to save the email template after designing it (see screenshot). Is there some known bug related to it and is the solution available in corebos updater? (I have not run the update from a long time)

thanks,



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  Blank Date Field
Posted by: myhomewise - 02-17-2015, 05:42 PM - Forum: coreBOS - Replies (2)

Joe


I thought you had explained to me in the past how to do this in Vtiger 5.4 but I am unable to find the thread. I know in Corebos you have already updated using a blank field in custom view filter. How do I use a blank date field in the Reports Module Filter

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  Change Color Font In Custom Field
Posted by: myhomewise - 02-12-2015, 09:35 PM - Forum: coreBOS - No Replies

Is there a way to change the color of font in a currency custom field?

As I discussed in another thread I have a workflow equation for "Total Fees" & "Net Estimated Profit" I see it will be a negative in front of currency if negative. I would like it to turn Red if negative and Green if positive

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