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Administrator Manual

Use cases of the application.

Detailed guides about how to use the application

Step by step, high level, reference, just to remind you how it is done

Frequently Asked Questions

Frequently Asked Questions

Questions and answers

Business Questions

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coreBOS Documentación

Administrator Manual
- Business Mappings and Conditions
  - Extended Field Information Mapping
    - Configuring Autocomplete and MultiSelect Autocomplete Fields: Business Mappings
    - Configuring Combobox with static values Fields: Business Mappings
  - Business Mappings Store
    - Business Mapping:: SalesOrder2SalesOrder
    - Business Mapping:: HelpDesk2SalesOrder
    - Business Mapping:: Validation Brazilian name
    - Business Mapping:: SalesOrder2PurchaseOrder
    - Business Mapping:: Contacts2Accounts
    - Business Mapping:: Invoice2CobroPago Amount Due
    - Business Mapping:: PurchaseOrder_FieldDependency
  - Application Menu
  - Condition Expression Business Mapping
  - Condition Query Business Mapping
  - Making of the Generic Master-Detail Editor
  - Decision Table Mapping
  - Detail View Layout Mapping
  - Duplicate Records Business Mapping
  - Field Dependency Business Mapping
  - Field Set Mapping
  - Global Search Autocomplete Mapping
  - Import Business Mapping
  - Information Map Business Mapping
  - IOMap Business Mapping
  - Kanban View Mapping
  - List Columns
  - (Field) Mapping Business Mapping
  - Master Detail Mapping
  - Module Set Mapping
  - Pivot View Mapping
  - Record Access Control
  - Record Set Mapping
  - Related Panes Mapping
  - Validation Business Mapping
  - REST/SOAP call and retrieval Mapping
- Security Guide
  - Table of Contents
  - Chapter 1. Introduction to Role-Based Security
  - Chapter 2. Examples
  - Summarized Rules
  - Examples
  - License, Usage and Acknowledgements
  - Role Based Security Basics
- Backup Application
- Business Actions
- Business Questions
- Configuration Editor
- Emails Sent by the application
- Administration FAQ
- View/Filter Management
- Global Variables
- Guides
- Lead Conversion
- Logo sizes
- Mail Converter
- Menu Editor
- Monitor the health of your coreBOS
- How to Configure Outgoing Server
- Picklist Editor
- Record Versioning
- How to recover a mass edit change
- Administrator Reference Guide
- Tax and Retention Configuration
- Users Authentication
- Webforms
- Workflows
coreBOS Certification Program
- admin
  - Administrator/Implementor Level coreBOS Certification Program
- devel
  - Developer Level coreBOS Certification Program
- user
  - User Level coreBOS Certification Program
Tools and References
- coreBOS Events, Links and Hooks
  - Popup capture hooks
  - Popup open hook
  - Popup query hook
  - pre-CRUD filters
  - Related List hook
- corebospbx
  - Vtiger + popup + llamada entrante + cola
- Webservice Development
  - manual
  - Convert Lead Webservice
  - coreBOS Web Service Developer Tool
  - Webservice: Working with Documents and Images
  - Web service Frequently Asked Questions
  - GenDoc and PDF output
  - Web service get Related Records method
  - Login to Web Service
  - Web service Method Reference
  - Web Service Query Language
  - Webservice format and reserved parameter
  - How to specify the format of your fields when sending in through web service
  - Web service documentation: Table of Contents
- Errorneous Changesets
  - syncSeactivityRelWithAllRelIdOnCbCalendar Changeset
- coreBOS Testing Project
  - Adding unit tests for new workflow operator
- How to add action links to a module
- How to add a special block to a module using templates
- How to add a special block to a module
- How to add a workflow custom function
- How to add a workflow task with configuration screen
- How to Anonymize your database: masquerade
- Asterisk
- Bug Reports
- Calendar Development
- How to fill in additional fields when selecting a record in a popup screen
- coreBOS Product/Price Enhancements
- coreBOS Translation Module
- Steps to take when changing your database
- Contributor Licence Agreements (CLA)
- Commit Guidelines we try to adhere to
- How to open a capture popup with a preselected set of records.
- Add Encryption/Decryption methods to Confidential Information module
- How to Contribute
- Contributors
- How to filter records on a module based on menu parameter
- coreBOS Message Queue and Task Manager
- coreBOS Custom Permission Hooks
- How to activate RTE on a textarea field in a module
- coreBOS Rules
- coreBOS Settings: Key-Value Store
- Server Side Events
- How to add custom validations to your module
- coreBOS JavaScript Hooks
- coreBOS Updater :: How to keep your coreBOS application up to date
- coreBOS Webservice Webform
- Create a coreBOS module
- Database Structure
- Debugging
- Design your login page
- Development Guidelines we try to adhere to
- Developer Tips and Tricks
- Development Tutorials
- How to change entity identifier
- Generic Javascript API Access to backend: Execute Function
- Field Structure: Columns and definitions
- Helper Scripts
- coreBOS Installation Process
- Javascript Debugging
- My understanding of the License
- License Woes
- How to Make List Price Read Only On Inventory Modules
- Menu Selection
- coreBOS Multi-Currency Fields
- How to prepare modules for distribution
- Packaging and Release Numbers
- Developer Tips and Tricks on PDF Formatting
- PDF Structure
- Replacing prototype/scriptaculous with jQuery in coreBOS
- Query Generator
- How to add related lists to a module
- How to rename or delete a field
- How to dynamically reschedule a cron task
- How to properly save a record from within the application
- How to implement a send email service
- coreBOS Service Worker
- How to set up a coreBOS development environment: git workflow
- Application Standard Message Output
- Logging Stress test
- SVN > GIT
- Translating
- List of coreBOS UITypes
- How to update an image field from code
- coreBOS 5.4.0 to coreBOS 5.5.0 Changes
- vtiger CRM 5.4.0 to coreBOS 5.4.0 Changes
- Vizsage Public License Legal Code
- Vtiger Public License Version 1.1
- Upgrade vtiger CRM 5.4 to coreBOS 5.4
- Migrate from vtiger CRM 6.x to coreBOS 5.x
- VTEntityData Objects
- Vulnerabilities
coreBOS Documentation Structure
- Things to do
- coreBOS Documentation
Extensions
- coreBOS Customer Portal
- Registered Modules, Extensions, Patches and Plugins
- coreBOS Webservice Webform
- Payment gateway
- Frequently Asked Questions
- How to Register your Module, Extension, Patch or Plugin
gendoc
- Documentation Generation::Template Store
- Documentation Generation::Non Supported Elements
- GenDoc::Examples
- GenDoc::Tips and Tricks
- Documentation Generation::Fields and Templates Grammar
- Documentation Generation::How to Use
Help Desk:: Trouble Tickets
- Help Desk:: Notification Emails
helpmenow
- home
  - Index
Integrations with other projects
- Roundcube coreBOS CRM Integration.
- HelpMeNowDokuWiki. vtiger CRM Context Help Based on DokuWiki contents
- Elastic Search/Kibana Integration
- Elastic Search/Kibana Integration
- Elastic Search/Kibana Integration
- coreBOSCRM GeoLocalization Map extension
- Mautic
- OneSignal Integration
- Integración vtigerCRM y wordpress e-commerce plugin
- Sendgrid-coreBOS Integration
- Surveys
- Integration with TiddlyWiki
- Typeform Configuration
- Integration with Sabre/DAV WebDAV
- Twilio WhatsApp
- WordPress Woocommerce Integration
External Manuals and References
- vtiger CRM Get Together-Meetups :: Italy, Brescia. September 2013
- vtiger CRM Beginner's Guide Review
coreBOS Mobile Interface
- Mobile Interface Introduction
User Manual::Reporting
- User Manual::Report Charts
temporaryhold
- vtiger CRM Marketing
User Manual
- Frequently Asked Questions
vtmarketing
- coreBOS CRM screenshots
Add/Delete Tags Workflow Tasks
Calendar
Google Integration in Calendar module
Google Calendar Sync: Separating Events/Calendars
Contacts
Lead Conversion Options Explanation
coreBOSApps User Guide
coreBOSApps Developers Guide
coreBOSApps Developers Reference Guide
Accounting and Payment Module
Duplicate Merging
Email tracking: Access count
Email Workflow Tasks
GeoTools
Importing Data::Basic functionality
Importing Data::Inventory modules
Importing Data::Special references and comments
Update individual fields when importing.
Importing Data
Install coreBOS 5.4.0
Install coreBOS
Installation Frequently Asked Questions
Install and Update
Inventory Modules
Invoice relation with assets and service contracts
Invoke Custom Functions Workflow Tasks
MailChimp Module
Use of OpenOffice with Data inside the Application
Product Stock Control
Recurring Invoice setups
Related Product/Service Workflow Task
Webservice Stress Tests
Scheduled Time based Workflows
coreBOS Documentación
SMS Notifier
Update Workflow Tasks
Upgrade from coreBOS 5.4.0 to coreBOS 5.5.0
Upgrade from vtiger CRM 5.4.0 to coreBOS using coreBOS Updater
Upgrade from vtiger CRM 5.4.0 to coreBOS 5.4.0
Upsert Workflow Task
Using and Defining Filters
vtMarketing Dashboard
vtiger CRM Marketing Distribution
Workflow Conditions
Workflow Examples
Workflows Launch Conditions
Workflow step by step explanation
Workflow Tricks and Tips
How to send emails/sms on specific week days.