Search found 219 matches

by s980845
22 Jan 2022, 22:36
Forum: Discussion
Topic: Changing Core Files, Update
Replies: 1
Views: 177

Changing Core Files, Update

Hello. We have significantly edited and changed the core files for things like date format in calendar picker, signature field edits, and a few other things. Is it possible to have a plugin or extension override the core files? That way, when updating to a new version, we won't have to diff each fil...
by s980845
12 Jan 2022, 20:49
Forum: Bug Report version 3.0
Topic: Automate Actions - Value From Parent Entity
Replies: 3
Views: 374

Re: Automate Actions - Value From Parent Entity

That's not what we are trying to do. We don't need to change anything in the parent entity. Within the parent entity we have the client's contact information. Screen Shot 2022-01-12 at 8.29.39 AM.png Then we created a sub entity called BlastSMS. Screen Shot 2022-01-12 at 8.28.12 AM.png Within the su...
by s980845
10 Jan 2022, 20:19
Forum: Bug Report version 3.0
Topic: Automate Actions - Value From Parent Entity
Replies: 3
Views: 374

Automate Actions - Value From Parent Entity

We use the ClickSend module to send blast sms to our clients via automate actions. In 2.8-2.9 this worked fine. In 3.0, you can no longer select a field using "Value from Parent Entity" which effectively breaks both email and sms blast messages. (See Screenshots) Screen Shot 2022-01-10 at ...
by s980845
06 Jan 2022, 21:18
Forum: Discussion
Topic: Data Loss
Replies: 4
Views: 400

Re: Data Loss

Any update on this?
by s980845
27 Dec 2021, 22:46
Forum: Discussion
Topic: Login with mail adres
Replies: 5
Views: 726

Re: Login with mail adres

Just set the username to the same email address.
That's what we do. Username is same as email.
Works just fine.
by s980845
27 Dec 2021, 22:41
Forum: Discussion
Topic: Calculate Billable Time In Footer
Replies: 1
Views: 245

Calculate Billable Time In Footer

We are making a template to export for our clients. We select the ones we need to export, and select "with selected > generate export template" In the body of the template, we have a table with the data. Is there a way to have the sum of the total billable time shown in the footer? If yes,...
by s980845
27 Dec 2021, 22:26
Forum: Bug Report version 2.9
Topic: Export template header / footer error
Replies: 2
Views: 1627

Re: Export template header / footer error

Why cant we use fields from the working entity in the header/footer?
If we can edit the body with those fields, it doesn't make sense that we cant also use the same fields in the header.
by s980845
20 Dec 2021, 20:08
Forum: Discussion
Topic: Data Loss
Replies: 4
Views: 400

Re: Data Loss

Is this something that you could do?
Willing to donate for a faster turn-around time.
This would save us lots of trouble.
by s980845
13 Dec 2021, 20:01
Forum: Discussion
Topic: Data Loss
Replies: 4
Views: 400

Data Loss

Yesterday my boss did a complete assessment in the system and clicked save. The data didn't save, and she lost 2-3 hours work. This is becoming a more and more common occurrence as of late, were not sure if it's because we usually have 4-5 people working in the system concurrently, or we just are ha...
by s980845
27 Oct 2021, 02:34
Forum: Discussion
Topic: How to add templates to export to record listing?
Replies: 2
Views: 290

How to add templates to export to record listing?

Hello. We created a water sales tracker. We would like to use templates to export to create a receipt for the client. Is it possible to add a button into the record listing as shown in the screenshot? Templates to export doesnt have that option. I tried to use Special Button Process and Automated Ac...