I am new to suite crm and what I find missing is I cannot find the username displayed in the items view in Suite Crm.
What do I mean is
Like we can have multiple users in the Suite Crm who have privilege in
Suite Crm. They can make the accounts entry or contacts or contracts
entry. How would a Administrator user know who is responsible for the
respective entry.
I don't know how to find or add this features in Suite Crm. Is it really missing in Suite Crm or there is something I am missing
You have to edit the list view (from studio) of each module , drag the field of 'created by' .
This will help administrator to view who create this contact or account .
Related
I have suite CRM that need to have signup form to make users in it with low privilege
I wanna to have a form on my WordPress websites that used to input username email with a password to use in suite CRM login
Are you a developer?
SuiteCRM only supports Email to Case feature associated with Inbound Email, from there you can create a workflow to convert cases into users.
Either way is to make open entry point to capture leads or User, you need to code a lot making this open entry point secure.
I would like to fire an event when the user logs in to his account on Dynamics CRM ? Such as opening a Web App beside the CRM... Is This possible ?
I know that I can write plug-in that allows to augment some business process such as account creation. Any advice will be appreciated !
CRM does not expose a plugin message for "UserLogon/UserAccess" on which you can register a plugin.
What you could do though is enable Audit User Access and register your plugin on Create of an audit entity and filter on the value in AuditAction (operation) and User Access Via Web (64) is the value you are looking for.
var entity = ((Entity)pluginExecutionContext.InputParameters["Target"]).ToEntity<Audit>();
if (entity.Operation.GetValueOrDefault() == 64)
{
//logic here
}
I think dynamicallyCRM gives a good idea, but if you are trying to open some website, plugin is not the option; it's meant to execute server side logic.
If all end users use the same homepage when login to CRM (let's say they are asked not to change it), you can set up a custom page as the homepage, and there you are able to add scripts to do whatever you want.
I am trying to create a workflow that will run when a customer (or agent) updates a customer credit card. I am able to test this and see the change using Scripting, but that won't work for the customer changed side.
Anyone know of a way to either run scripts on the customer center pages, or to run a script from a workflow? Thanks for any assistance.
I wound up creating a custom form not using NetSuite data, and then passing that data into an internal RESTlet. That solved the problem.
I believe if you click on the "All Roles" checkbox in the Script Deployment page, it would make your script run for Customer Center. Alternatively you can also just select the Customer Center role in the Roles field.
I am working in Liferay Portal. I have created my custom work flow and created the portlet to start the work flow. I am done successfully with this but I am facing one problem, when the user clicks on Assign to button from Workflow Tasks to assign the task to some other user the combo box which display available users, it only display the users who has the Administrator or Owner Roles.
As i have developed custom work flow in which i have defined my own roles, i wish to display the users with that roles in the combo box. I have searched a lot but not able to get the proper solution for this.
If anyone has any idea please kindly help.
For this you have to create a hook and you have to write the code in file named "workflow_task_action.jsp" within Workflow_task.....
In this file code for that combobox which you require is available.
I'm struggling to find much documentation on Dynamics CRM 2011 and have a problem. I'm not looking for code more a pointer as to the correct method of approach (workflow, dialog, custom HTML web resource etc)
I basically want something that does the following:
Go to Contact list
Select some contacts
Ribbon action opens a box that allows me
to select a custom role from a drop down list (source is a dynamics
entity)
Select a radio box for either add or remove role
Save the changes, this will add or remove a role from the contact and also send an email to that contact
I know how to get a list of selected recordIDs but I am not sure if I should be calling a dialog or a custom HTML page with JS.
Can anyone point me in the right direction?
This may not work at all for your scenario but it is worth thinking out of the box sometimes. This would only work if you have a small number of roles and the roles don't change that often.
Add checkboxes on the Contact, one for each role. Build workflows that fire on update of those checkboxes that send your emails. Now users can quickly edit lots of Contact Roles by using the Multi-Edit feature.
The benefit of this approach is it is a "no code" solution and it is very easy for the User since it uses out-of-the-box functionality. The downside is that you need to maintain those checkboxes. But it may be easier than writing a bunch of web resources and javascript!
I have assembled a list of bookmarks on the subject here. I hope the link works.
Gareth Tucker's site is specially interesting.
In the end the solution was to create a Ribbon item that accepted the selected Guids from the contact list.
Then read those in from a web resource (Silverlight) which called into the sdk and created / removed the records accordingly