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• Trying to add 6 months to the date in another field

  Support September 19th, 2022 @ 7:27 am
  

  Sorry support_complete is a date field.

  However, it has now come to light that the add-in does not work on PHP8. Given PHP7.4 reaches end of life on 22 Nov 2022 you product will not be able to be used on any UK Government system That gives 2 months for you to release and update

  Will it be done by then?

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• FAQ

  Documentation October 11th, 2021 @ 2:13 pm
  

  Thanks, but I am doing something wrong then as it is failing.

  What do you need from me to identify the "user error" ;-)

  Tony

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• FAQ

  Documentation October 11th, 2021 @ 1:09 pm
  

  Hi

  First off apologies for a naive question My client has the trial period at the moment on a test copy of their CRM

  They have a field on Account (Account Type) which is either Individual or Business

  They have a second field for the SIC Code (although a custom field type it is effectively a drop down) in the same panel as Account Type They want the SIC Code to be mandatory when Business is selected but Non-mandatory when Individual is selected.

  In both cases they want the field visible and available

  Is this possible

  Thanks

  Tony

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• Can the Calculated field us the currency symbol when adding two £ fields

  Support July 14th, 2021 @ 7:26 am
  

  The client wishes the data in the field to be shown as currency, not the label, so that it shows in reports and exports in the correct format So it appears as £23,560.00 and NOT 23560.00

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• Custom modules

  Support November 25th, 2020 @ 1:55 pm
  

  Really impressed with the quick response guys!

  [email protected]

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• Custom modules

  Support November 25th, 2020 @ 1:41 pm
  

  Thanks for the very quick response.

  The first client looking at this (becoming more important to our UK Government clients) has 8 custom modules currently but likely to extend in the future

  They are looking at three possible solutions but they need to move quite quickly now (its been dragging on for a while ;-) )

  Finally, what is the likely (rough estimate) turn around if they do go ahead. We have recommended they take a trial of their chosen plugin and then order the custom modules addition when they are happy that is works as they need.

  Many thanks

  Tony

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• Admin Guide

  Documentation November 13th, 2020 @ 11:22 am
  

  Thanks Recvd OK

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• Admin Guide

  Documentation November 13th, 2020 @ 11:20 am
  

  Apologies. Get a lot of spam at the moment and suspect it was caught Can you email again please

  Thanks

  Tony

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• Admin Guide

  Documentation November 12th, 2020 @ 2:28 pm
  

  Hi, did you have a chance to look at the first point? Screen shot showing the detail of a record after it has been edited/saved - i.e. what data is available about the user and the actual record they have just changed

  Thanks. Slowly whittling down the options ;-)

  Kind regards Tony

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• Admin Guide

  Documentation November 12th, 2020 @ 1:27 pm
  

  Sorry - don't use Skype

  Thanks

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• Admin Guide

  Documentation November 12th, 2020 @ 1:12 pm
  

  Hi, clients has just moved focus back onto this requirement. Down to three plugin options. They have asked to see (screen shot may do) what details are available when a user edits or deletes a record If someone deleted an Account record for example, would it also show the sub items then left orphaned

  Lastly, you said $50 per custom module. We have a LOT. Is that $50 once or annual?

  Kind regards Tony

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• Admin Guide

  Documentation March 29th, 2019 @ 1:45 pm
  

  Thanks for the very prompt reply How much per module? Client has quite a few but may not need all tracking

  Kind regards

  Tony

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• Admin Guide

  Documentation March 29th, 2019 @ 1:24 pm
  

  Hi

  Can we cover custom modules in this as well And if so is there a guide so we can add them in?

  Thanks Tony Addison

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• Could it be adapted to track Exports or downloads from a report

  Support October 25th, 2018 @ 7:16 am
  

  Thanks for the fast reply again Have picked up on email So please feel free to close this ticket off with positive feedback

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• Could it be adapted to track Exports or downloads from a report

  Support October 25th, 2018 @ 6:23 am
  

  Thanks for the quick reply, appreciated Yes, we had already been through the reports options but couldn't find that the plugin actually tracked exports The users have a need to occasionally go to, for example, the Accounts module, select all they can access and export to prepare offline reports merged with other data. We need to be aware when an export has been run (and ideally how many and which records were involved) Can't find anywhere on the documentation or reports that suggest it does this. Kind regards

  Tony

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• FAQ

  Documentation October 10th, 2018 @ 10:11 am
  

  Sorry one more There is no option for the Users module

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• FAQ

  Documentation October 10th, 2018 @ 10:09 am
  

  Have plugged it in but it doesn't seem to give me an option on which modules to track other than: Contacts, Accounts, Leads, Opportunity, Cases, Tasks, Projects and Bugs I need to track Notes, Reports and a number of Custom modules.

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