SuiteCRM Manual – Advanced modules – Reschedule calls

Reschedule Reschedule a call To reschedule a call, you can click the Reschedule button in the detail view of a call that has been defined as outgoing and scheduled. Defining the details When you click on the Reschedule button, a pop-up window or dialog box will appear. This allows users to set the date and … Read moreSuiteCRM Manual – Advanced modules – Reschedule calls

SuiteCRM Manual – Advanced modules – Advanced open reports

Advanced Open Reports Advanced Open Reports (AOR) are the reporting module within SuiteCRM. You can access AOR by clicking on the Reports link in the navigation menu. The reporting module allows users to report CRM data from any module and has many features to quickly display key information. Creating reports To create a report, move … Read moreSuiteCRM Manual – Advanced modules – Advanced open reports

SuiteCRM Manual – Advanced modules – Advanced open events

Advanced open events Event locations The Locations module is used to capture the information of the place / site where the events take place. Creating Locations 1. Scroll on the Locations module in the navigation bar and select Create Locations. 2. This will take you to the edit view. Enter the information in the appropriate … Read moreSuiteCRM Manual – Advanced modules – Advanced open events

SuiteCRM Manual – Advanced modules – Advanced Workflow Part 2

Workflow Go to the WorkFlow module and create a new WorkFlow. Set the base options as the following. Name: The one you want WorkFlow Module: Opportunities Status: Active Execute: Only when saving Run on: All records Repeated Runs: Marked We DO NOT create any condition, since we would like WorkFlow to run at all opportunities. … Read moreSuiteCRM Manual – Advanced modules – Advanced Workflow Part 2

SuiteCRM Manual – Advanced modules – Advanced Workflow Part 1

Advanced open Workflow Advanced Open Workflow (AOW) is a module for SuiteCRM, which allows users to create custom workflow processes. This module allows users to activate various system actions depending on the conditions of any SuiteCRM module. Create a workflow process You can create workflow processes by navigating to the ‘WorkFlow’ module within SuiteCRM. Click … Read moreSuiteCRM Manual – Advanced modules – Advanced Workflow Part 1

SuiteCRM Manual – Advanced modules – Advanced Workflow Logical Functions 3

subtractMinutes Signature {subtractMinutes(format; timestamp; amount)} Parameters format: format text timestamp: date/time value amount: decimal number Description Subtracts amount minutes from timestamp Returns Decremented date in format Example call {subtractMinutes(Ymd H:i:s; 2016-04-22 12:37; 5)} returns 20160422 12:32:00 subtractSeconds Signature {subtractSeconds(format; timestamp; amount)} Parameters format: format text timestamp: date/time value amount: decimal number Description Subtracts amount minutes … Read moreSuiteCRM Manual – Advanced modules – Advanced Workflow Logical Functions 3

SuiteCRM Manual – Advanced modules – Advanced Workflow Logical Functions 2

Date functions There are several date functions implemented in Calculate Fields, so the user can manipulate dates in many ways. Most of the functions uses a format parameter, which is used to set the result of the functions formatted as the user wants to. The options for these formats are equivalent with the PHP format … Read moreSuiteCRM Manual – Advanced modules – Advanced Workflow Logical Functions 2

SuiteCRM Manual – Advanced modules – Advanced Workflow Logical Functions 1

Logical Functions Logical functions are returning true or false in the form of 1 and 0 so checkboxes typed fields can be filled with these functions. They can be also used as the logical condition for the ifThenElse function. equal Signature {equal(parameter1;parameter2)} Parameters parameter1: can be any value of any type parameter2: can be any … Read moreSuiteCRM Manual – Advanced modules – Advanced Workflow Logical Functions 1

SuiteCRM Manual – Advanced modules – Advanced open sales

Advanced modules For now, you must have a fundamental understanding of the SuiteCRM user interface, the basic modules, the designs, the creation, search and record management. Advanced open sales The first ‘Suite’ of advanced modules is AOS (Advanced Open Sales). The various modules that are part of the set of AOS modules allow you to … Read moreSuiteCRM Manual – Advanced modules – Advanced open sales