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elobocruz

Member Since 10 Sep 2013
Offline Last Active Sep 01 2014 01:35 PM
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Topics I've Started

Create new tasks and Meetings from Calendar View

01 August 2014 - 07:34 AM

Having the new calendar view is great but only at a very basic level to have an overview of your activities, but in order to really plan out the tasks and meetings we would need to be able to create new ones as well as move existing ones easily with drag and drop.


Error Accessing Leads from Latest Activities converts to Contact

19 February 2014 - 09:25 AM

We have encountered a bug when accessing leads from the "Latest Activities" section on the dashboard. When from the latest activities the linked Lead is clicked on and viewed, the Lead is opened in the Contacts module (The attached screenshots are form the online Demo:

 

 

Attached File  Zurmo Bug Lead to Contact.png   605.38KB   362 downloads

 

 

 

When Ester Anderson (a Lead) is accessed from the latest activities entry here is the result:

 

Attached File  Zurmo Bug Lead to Contact 2.png   389.72KB   203 downloads

 

 

And when you go to edit the Lead, the edit view automatically provides the Contact edit view with the contact Status options, essentially converting the Lead into a Contact automatically:

 

Attached File  Zurmo Bug Lead to Contact 3.png   404.09KB   389 downloads

 

Attached File  Zurmo Bug Lead to Contact 4.png   433.08KB   325 downloads

 

If at this point you hit the save button, the Lead is now a Contact.

 

 

Please advise when you would be able to implement this fix.


Error in 2.6.3 Upgrade Tables Missing

22 January 2014 - 11:36 AM

After running the Upgrade from 2.5.3 -2.6.3 successfully we went to test the new Account to Account Affiliation and when adding the Account to Account affiliation portlet in the Accounts module an error came up:

 

An error has occurred. Please click here to continue to the home page. If the error persists please contact your administrator.

SQLSTATE[42S02]: Base table or view not found: 1146 Table 'zurmo.accountaccountaffiliation' doesn't exist
The reference id for this error is fef147491b4341d0a32ec38cd77fa0f5.
 
This same error keeps coming up every time this users attempts to open an account.
 
After checking the DB, the mentioned Table does not exist, I believe this might be missing in the upgrade script.
 
Please let us know if this has been tested as well for running the upgrade script.The Contacts to Accounts Affiliation seems to have the same issue.
 
This cannot be replicated in the Demo environment, not sure if the demo environment was set-up as a fresh installation or if it was upgraded.
 
Awaiting your help and advise.

Tag Cloud Custom Field Name Error

09 December 2013 - 03:01 PM

We have encountered an bug when implementing a tag cloud field for example in Accounts. The name of the field that is displayed in the detail and edit view as well as all other views is alswas "Element" as supposed to the assigned name given to the custom tag cloud field. This has been recreated in the Demo environment (Screenshots attached).


Tag Cloud Custom Field Name Error

09 December 2013 - 03:01 PM

We have encountered an bug when implementing a tag cloud field for example in Accounts. The name of the field that is displayed in the detail and edit view as well as all other views is alswas "Element" as supposed to the assigned name given to the custom tag cloud field. This has been recreated in the Demo environment (Screenshots attached).