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#15380 Permissions to see only itens from a determined country

Posted by sgludovats on 04 December 2018 - 09:11 AM in General Discussion

Hello,
I have a doubt...
We have X2CRM to serve various locations ...
But I would like, for example, that people in Latin America only see the leads and opportunities in that region / countries, people in the US see only the leads and opportunities in that country ...
I only found a security option for people to see all items or items assigned to them, but I can not use them that way because US managers should not be able to see latin america's leads as latin america managers should not be able to see the US leads, but managers should view and edit all leads in their respective regions (US or Latin America)
Does anyone have any workaround solution to this problem?

 

Regards,

Sergio Gludovats




#15361 Themes and Customization

Posted by sgludovats on 26 November 2018 - 09:29 AM in General Discussion

Hi, I tried from many different ways to change the colors when setting one of the themes that´s is provided in X2CRM as defaults... It just doesn´t work for me.. I tried to select themes then change the correspondent colors, or try to export the current theme but it just doesn´t work...  I even tried to change parameters in MySQL database in table named profile, just setting different colors in an user profile but it´s not reflecting any changes and not saving any changes that I do in profile tab for customize the theme color...




#15331 Portuguese (Brazilian) Translation

Posted by sgludovats on 19 November 2018 - 10:24 AM in Internationalization (I18N)

Hello Guys,

I´m sending a new release of translation folder for Portuguese (Brazil) language...

I hope it can help more people to implement the X2CRM

I´m using the X2CRM version available in bitnami website, so the location of the language translation pack will be like the below in Windows installation (X-X-X refers to the version of stack that you have installed):

C:\Bitnami\x2engine-X.X-X\apps\x2engine\htdocs\protected\messages\pt

Just overwrite the contents of the pt folder with the files that is inside the compressed file that I´m sending attached in this post

 

Regards,

Serginho

 

Olá pessoal,

Estou enviando uma versão atualizada da tradução para Português (Brasil)...

Espero que isso possa ajudar mais pessoas a implementar o X2CRM

Estou usando a versão do X2CRM disponibilidade pelo site bitnami, então o local da pasta de tradução de idioma será similar à abaixo, para instalações em Windows(X-X-X se refere a versão do stack bitnami que você instalou:

C:\Bitnami\x2engine-X.X-X\apps\x2engine\htdocs\protected\messages\pt

Apenas sobreponha o conteúdo da pasta pt com os arquivos que estão dentro do arquivo compactado que estou enviando neste post

 

Atenciosamente,

Serginho

 

 

Attached Files

  • Attached File  pt.zip   131.99KB   0 downloads



#15330 Timezones

Posted by sgludovats on 19 November 2018 - 10:05 AM in Bug Reports

I will be very grateful if the next update contains the timezone feature for Brazil ..
I realized that the translation into the Portuguese language is significantly delayed, I made a new translation of the PT folder contents (x2engine / htdocs / protected) and I will post it in the forum so that more people can benefit from the excellent software that you are constantly developing ...




#15295 Timezones

Posted by sgludovats on 12 November 2018 - 05:37 AM in Bug Reports

Good morning... I´m using x2crm open source version and when setting up users configuration I realized that the system doesn´t have Brazilian timezone in System... as a workaround I set UTC timezone in system and changed the clock of windows server, but using this workaround I saw that Outlook Calendar integration must use the same timezone (I changed the timezone of office 365 account that is integrating with x2crm and every new appointment in calendar appear in correct datetime in system and Outlook, but as a need, this integration was made to allow users to see the calendar and change it accross Microsoft Outlook... but as the Microsoft Outlook is set to Brazil timezone the shared calendar that I set to UTC timezone just display wrong time for actions created in the x2crm (for users that´s using different timezones than UTC)... is it possible to add Brazil timezone to users profile? I tryied to use other country that have same timezone (Argentina as example), but as Brasil use daylight saving time the clock in system never comes to be synchronized with the real time...

Please, if someone find a solution, please send us an how to do or a better workaround for this issue...

 

Regards,

Sergio




#15209 Themes and Customization

Posted by sgludovats on 25 October 2018 - 09:22 AM in General Discussion

Guys... I´m just trying to personalize the theme colors and I can´t do that... I tried into differente versions of x2crm and just can´t change colors, export the current theme or make any change... It´s just possible to set the different themes that software have, but the colors not correspond to the company colors and I must change it...

Someone can help me on what to do, what to change in each files to create a new theme or just can customize the current???




#15164 convert lead to opportunity

Posted by sgludovats on 18 October 2018 - 10:46 AM in Administration

Does anyone know how to set right permission to a user can convert a lead to opportunity?

I made a group named Sales, assigned some users to that group, set some permissions and people in that group now can change leads and opportunities that is assigned to your accounts but can´t convert the same lead to opportunity...

May someone help me with this issue?

 

Regards,

Sergio




#15026 Brazilian Portuguese (PT-BR)

Posted by sgludovats on 30 August 2018 - 06:35 AM in Language Packs

Somente hoje ví que havia uma tradução para Português Brasil.

Enfim, eu já havia realizado a tradução e acho que a tradução que fiz, talvez esteja um pouco mais abrangente.

.Attached File  pt_br.zip   136.06KB   4 downloads

 

////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

 

Only today I saw that there was a translation into Brazilian Portuguese.

Anyway, I had already done the translation and I think the translation I made, maybe is a bit more comprehensive

.Attached File  pt_br.zip   136.06KB   4 downloads