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• Data Access

  Support September 21, 2014 @ 05:41 am
  

  can I track only emails, tasks, notes, meetings and calls per user ? I did not see those in the package. can they be added ?

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• Video

  Support September 21, 2014 @ 05:03 am
  

  the video on the documentation is correct, just the video on about page points to SMS video

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• Private records

  Support February 25, 2014 @ 01:58 am
  

  Yes 6.5.16 . Private Group ( with Private Role ) is assigned to the Account to be private. No other groups assigned. All users are part of private. All users are also part of a "Global" Sales Group that lets them see all accounts and has a account view with some read only fields. RIVA does not use a special user, it impersonates all users at the api. Above you mention in theory...private need to be on that group..does that mean make private group part of global?

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• Private records

  Support February 24, 2014 @ 09:07 pm
  

  Your second option Strict Rights is the direction. I tried configuration above and everyone can still access record. Your thoughts? The next question if this works. The roles will need to allow for RIVA to update records to attach emails, which means that Role "private" will need edit and import set to all, not owner, for it to work via API.

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• Would not complete install 6.5.16

  Support December 20, 2013 @ 06:24 pm
  

  I did check and the installer it did put the file in the correct place and it is now working. The installer need to be tidied up so it completes and shows in installed modules. THx.

  I saw a request to modify project task email template. Will adding Project task info in this trigger "custom/include/en_us.notify_template.html" for a customized project task email template
  or do we need to add function set_notification_body to custom/include/ProjectTask/ProjectTask.php

  I tried this in en_us.notify_template.html the but it did not pick up changes.

  <!-- BEGIN: Product Task_Subject --> CRM Project Task - {PROJECT_TASK_SUBJECT} <!-- END: Task_Subject --> <!-- BEGIN: Task --> {ASSIGNER} has assigned a Project Task to {ASSIGNED_USER}.

  Subject: {PROJECT_TASK_SUBJECT} Priority: {PROJECT_TASK_PRIORITY} Due Date: {PROJECT_TASK_DATE_DUE} Status: {PROJECT_TASK_STATUS} Description: {PROJECT_TASK_DESCRIPTION}

  You may review this Project Task at: <{URL}> <!-- END: Task --

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• Would not complete install 6.5.16

  Support December 20, 2013 @ 01:37 am
  

  finally got message No $installdefs Defined In cache/upgrades/temp/vymdw1/manifest.php

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• Email notification enabled for Project Task

  • 6.5.16

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