Questions from a newbie

[EmaG]

hi,
i'm a newbie.

- I want to send weekly report about meetings with customers, to some users but this don't work

- I don't see in stream , the work of my colleagues( I have already put ALL in roles)

- is possible to set Working Hours from 8.00 to 18.00??

Thanks

[tanya]

Hi

1) you have created the needed report, but it was not send, or you can not to create such report? Check If you
-created this report
-configured Outbound Emails
-users you want to send this report have valid email addresses
-activated Schedule Report Sending Job
-configure crontab

2) do you mean stream on Dashboard or stream on the record view?

3) only if you develop it. It wasn't implemented

[EmaG]

Hi Tania,

1) I have created a list report about meetings (eg visit to customers). Maybe I missed is "configure crontab".
I have no idea how to do that because I use windows


2) streams in dashboard or in dashlet. I want to see the work of my colleges "sellers" but I see mine always

Thanks
Emanuele

[tanya]

In Windows use Scheduled Task
Go to Administrations > Scheduled Jobs. On the top you can see the hint of configuration. Go to Schedule Report Sending Job to check the log

[EmaG]

Ok, Tania.. now I've seen :-)

Thanks

And for the stream?? What do you think?

[tanya]

you have to be a follower of record to see all updates of it. You can select all needed records in list view and follow them or click follow button on detail view of needed record

[EmaG]

Ok...I hoped to see all the streams about my TEAM (eg Commercial, marketing, Administration) in automatic on a dashlet

[tanya]

https://github.com/espocrm/documentation/blob/master/docs/user-guide/stream.md