Portal: Roles & permissions

[Stefan]

So, i think i found the problem i had another relationship between call and accounts, i deleted it. After deleting rebuild. There was still nothing to...

[Stefan]

lazovic

Strange! Could you maybe also show me the settings for “Test Account 1” (e.g. "Original lead") to see if anything...

[Stefan]

Hi lazovic,

I habe version: 9.1.0

That's exactly how I did it:


Does this apply to every relationship between...

[Stefan]

Can anyone help me with this? I can't manage to display calls in the portal (only 'all' or 'none' works for me)....

[Stefan]

I see, thanks victor! Would it work if I just edit the corresponding entry in the database and add something like this:

portal_role >...

[Stefan]

Hello,

I am trying to set up a portal for the first time.

How is it possible to share certain campaigns and calls with portal...

[Stefan]

Is it a different behavior if the parent is changed via workflow after the import?

Or are the emails really only logged once at the time...

[Stefan]

Luckily i was able to solve the cause of the problem myself.

I've deleted following part from Custom\Resources\metadata\clientDefs\Campaign.json...

[Stefan]

Upgrade to 9.1 broke crm - Nothing works anymore. Please help me!

  Rebuilding...PHP Fatal error:  Uncaught TypeError: get_object_vars():

...

[Stefan]

Many thanks for the extensive code lazovic !

Unfortunately, this code does not insert the mails chronologically into the stream, but simply...

[Stefan]

If it is sufficient for you to hide the options, you could do this via CSS upgraded safe in my opinion.

E.g. to hide authentication:
...

[Stefan]

Thank you very much for the detailed answer lazovic !

Unfortunately, I don't think this is a solution to my problem, because it only affects...

[Stefan]

Thank you yuri!

I have already tried a bit in the sandbox myself. What I see as a problem is that it is either only possible with new incoming...

[Stefan]

Sorry to push this topic up again, but for us it would be very important that all activities (Notes, emails) are visible chronologically in a field (stream?)....

[Stefan]

Is there a way to display these mails in the stream, i.e. to link them somehow, using a formula, workflow or hook?

I have managed to display...

[Stefan]

I see.

This means, for example, if the email has no parent when it is imported. And I assign a parent (Contact A) to the email afterwards....

[Stefan]

Thanks for the answer yuri! As admin I have access to emails (on the Email page) which are not visible in the stream. Why is that? How can I change it?...

[Stefan]

Could someone please explain this to me?

I would like the e-mail history of Contacts to be visible to the assigned users/groups in the s...