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speixoto

Member Since 30 Jun 2012
Offline Last Active Nov 24 2015 08:19 AM
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#16078 "Marketing > Templates > Send Test Email" not working

Posted by speixoto on 06 March 2015 - 07:45 PM

Turn debug mode off. Clear the cache. Try again on the templates module.

 

Create two new tickets: https://www.pivotalt...y/show/89820744 and https://www.pivotalt...y/show/89820806




#15742 I need to change the ownership visibility for ALL leads/contacts. How?

Posted by speixoto on 03 February 2015 - 04:32 PM

Did you tryed exporting and importing your contact/leads? I think that should work.




#15741 What are root_user and system_user fields in user list?

Posted by speixoto on 03 February 2015 - 04:25 PM

Not intirely.

A system user is a user that is used by the system to run some sort of jobs.

To became a root user you need to use the elevate command.




#15684 [Solved] Substrings in search not working

Posted by speixoto on 24 January 2015 - 11:01 AM

Use %car%


#15507 Opportunities by sales stage portlet problem

Posted by speixoto on 06 January 2015 - 06:38 PM

Yes, funnel is sorted by ammount. :| There is a story already to fix this but its still on icebox: https://www.pivotalt...y/show/65336666




#15503 Are meetings automatically emailed to clients?

Posted by speixoto on 06 January 2015 - 06:14 PM

No, system will not send email warning metting by default. You can tho add a workflow to achieve the desired behavior.




#15488 New lead status not showing

Posted by speixoto on 05 January 2015 - 11:43 AM

This "There are required fields missing from the following layout: Leads Detail and Edit View. Please contact your administrator" message indicates that there is some required field that is not displayed in the detail and edit view.

 

I recommend that you go to desiger and re-check that all required fields are on that specific view.




#15435 Merging Duplicate Contact / Lead Records

Posted by speixoto on 25 December 2014 - 07:23 PM

Maybe you are looking for this: http://zurmo.org/fea...e-functionality




#15384 20+ second delay in response from Zurmo

Posted by speixoto on 13 December 2014 - 06:01 PM

Not "phoning home" but rather "phoning gravatar" might be the issue. Try removing the gravatar call and see if your response time improves.

 

To change that, go to User::getAvatarImage and change the value of avatarUrl to

Yii::app()->theme->baseUrl . '/images/offline_user.png';



#15307 Add Accounts field in Leads Section

Posted by speixoto on 01 December 2014 - 10:36 AM

Can you be more precise in your question? Now when clicking in the account link from the LeadEditAndDetailsView you go to the account record right? What is your use case? Do you want to see all the contacts related to this account on the AccountEditAndDetailsView?




#15256 Add Accounts field in Leads Section

Posted by speixoto on 21 November 2014 - 11:50 AM

You can add the code:

array('cells' =>
                                    array(
                                        array(
                                            'elements' => array(
                                                array('attributeName' => 'account', 'type' => 'Account'),
                                            ),
                                        ),
                                    )
                                ),

To the LeadEditAndDetailsView.php if you want to be able to add an account to the lead.




#15225 Undefined property error

Posted by speixoto on 17 November 2014 - 05:56 PM

Can you reproduce this in the demo instance at: http://demo.zurmo.com ?




#15169 Security Issues Cloning Reports

Posted by speixoto on 08 November 2014 - 08:05 PM

Issue created in Pivotal: https://www.pivotalt...y/show/82341930




#14733 How to start Translating? Anyone can help me?

Posted by speixoto on 29 August 2014 - 10:38 AM

After activating the language you can change your user settings to use it. Go to users/default/edit?id=###yourUserId### and change your language




#14643 Issue with Marketing Campaigns not sending out in a timely manner

Posted by speixoto on 18 August 2014 - 03:57 PM

These are the jobs needed to sent the campaign: 'Generate campaign items', 'Process campaign messages', 'Process Outbound Email Job'