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...es. Press Add privileges on the module for which you want to create an exception; Then select the entity owner role in Step 1; Select the role for which you want to extend visibility in Step 2; Then define the permission between Read Only or Read and Write...

The module manager allows you to import a new language package. The procedure below sets out the installation steps. The new language can be changed in the user preferences.

...cklists are accessible from the Module Manager. Once the multi-language picklist fields have been created using the normal Layout Editor, the values must then be entered into the Multi-language Picklist Editor to be translated. N.B.: the multi-language pic...

...st editor, select the reference module and then indicate the pair of picklists to link. Fill in the dependency matrix: The first line (table header, in bold) shows the values of the first picklist. Below each value, you must activate the desired values for...

... a field by means of an access password. The user can only access the contents of the field after entering the password. Choose the module and the field of interest and enter the password: Warning! If you forget your password, the data CANNOT be recovered.

...e the color of the Accounts based on Rating field  The coloring will be displayed on the "All" filter and on custom filters created for the module. Here’s how it appears: Full row Coloring Little block on the left Coloring Thin line Coloring Field Coloring

...mail Webforms Webform with GDPR fields Customer Portal How to enable the Customer portal Customer Portal interface GDPR module settings Account Details Server SoftPhone Settings Requirements and configurations LDAP Currencies Taxes Calculation Proxy Server

As for the newsletter module, the admin user will be able to access the email template editor. An email template can be used for messages or newsletters and can be saved in either a public or private folder. Variables can also be added within the template.

...marketing, UTM (Urchin Tracking Module) indica dei brevi codici di testo aggiunti alla fine di un URL. Consentono a strumenti di analisi di tracciare con esattezza quali post, email o campagne pubblicitarie hanno generato le visite al tuo sito web UTM ID è...

...figured, selecting the “Quotes” module, so as to create a pre-filled one. The title of the action is entered, the various fields also relating the Opportunity in question and setting the expiry date in 30 days. At this point the Subprocess blocks the execu...

...livery" field of the Operations module. If the "Package" item has been selected in the operation, the percentage value will be calculated based on the "Hours Used" and "Package Hours" fields. Instead, if the "Project" item has been selected in the operatio...

...date notes: [INFO] The obsolete module Dashboard has been eliminated, as well as the method SDK::setDashboard [INFO] If you were still using Dashboards, please migrate them to Charts or custom Iframe [INFO] [INFO] Classes Vtiger_Net_Client and Vtiger_Feed...

... process, including their name, module, and CRM ID (crmid). This allows the agent to understand which CRM entity the request refers to. If needed, process variables can be used to make the request even clearer. Example: Add a comment to ticket $15-crmid su...

... enabled in order to access the module structure and update the record. The process starts when a company is created and executes the Call Agent action. In the User Message, I request the agent to search online for the required information and populate the...

... insert in the Linked to field the ID of the instance of the main module involved in the process, i.e. the record on which the process was triggered, otherwise you risk inserting the ID of an instance that does not exist at that specific point in the flow.

...on, available within the Quotes module, allows you to quickly create a new revision of a quote that has already been shared with the customer, modifying its information without having to recreate it from scratch. How to access the feature To create a revis...

...creating a related record. Buttons can be reordered by dragging them. Click an existing button to edit or delete it. The page also summarises role visibility, active status, assigned user, popup fields, linked-module mentions, and the internal description.

... cycle through all records of a module. Filter and sort options are available. Execution mode For all process actions, you can specify the Execution Mode: - Standard: the execution process waits for the action to complete before proceeding to the next one ...