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sgludovats

Member Since 30 Aug 2018
Offline Last Active Dec 13 2018 03:23 AM
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Topics I've Started

Permissions to see only itens from a determined country

04 December 2018 - 09:11 AM

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


Portuguese (Brazilian) Translation

19 November 2018 - 10:24 AM

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

 

 


Timezones

12 November 2018 - 05:37 AM

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


convert lead to opportunity

18 October 2018 - 10:46 AM

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