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I just used Softaculous to install espocrm and have the 7.0.8 version installed on my shared server hosting account running apache on linux.
I have not engaged in any programming or entity creation/editing as of yet, just seeing how this all works "out of the box". Not everything is intuitive, but I think I have most of the basics figured out, and am now trying to get a test portal functioning. My clients will need somewhere to see/manage their appt schedule with me, view/upload/manage the documents I request of them such as submitting their client intake packet for example. And I want them to view the list of tasks we have agreed to work on together, meeting notes, etc. Being as most CRM's out there, the best I can hope for on any of this is file upload and appt setting from the client, this portal concept is huge!
But. . . after creating the portal role, creating the portal user, assigning the role to the user, and assigning the user to the portal, giving them a username and password, all of that, my test of the test portal is throwing errors.
You'll notice in this screenshot: https://www.dropbox.com/s/agh1pr1363...03.51.png?dl=0 That "Assigned user" is somehow blank at the bottom of the create task view.
In the Create Call view: https://www.dropbox.com/s/jye2grkdde...05.01.png?dl=0 the "assigned user" is populated but still throwing the same error.
I get the same error in the Create Meeting screen: https://www.dropbox.com/s/dt261kgva8...06.12.png?dl=0
I've gone back through the portal user settings, the portal role settings, the permissions inside the portal role area, and I've looked up the portal area of the user guide, and I am lost regarding how to fix this error.
Help?
I have not engaged in any programming or entity creation/editing as of yet, just seeing how this all works "out of the box". Not everything is intuitive, but I think I have most of the basics figured out, and am now trying to get a test portal functioning. My clients will need somewhere to see/manage their appt schedule with me, view/upload/manage the documents I request of them such as submitting their client intake packet for example. And I want them to view the list of tasks we have agreed to work on together, meeting notes, etc. Being as most CRM's out there, the best I can hope for on any of this is file upload and appt setting from the client, this portal concept is huge!
But. . . after creating the portal role, creating the portal user, assigning the role to the user, and assigning the user to the portal, giving them a username and password, all of that, my test of the test portal is throwing errors.
You'll notice in this screenshot: https://www.dropbox.com/s/agh1pr1363...03.51.png?dl=0 That "Assigned user" is somehow blank at the bottom of the create task view.
In the Create Call view: https://www.dropbox.com/s/jye2grkdde...05.01.png?dl=0 the "assigned user" is populated but still throwing the same error.
I get the same error in the Create Meeting screen: https://www.dropbox.com/s/dt261kgva8...06.12.png?dl=0
I've gone back through the portal user settings, the portal role settings, the permissions inside the portal role area, and I've looked up the portal area of the user guide, and I am lost regarding how to fix this error.
Help?
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