Discovery-Dave - Profile

Support June 23rd, 2023 @ 10:12 am

Thanks for your reply. It doesn't need to sync to Mautic users, just be able to pull in the user name or user ID from the CRM into a custom field so that segments can be built based on CRM lead or contact owner.

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Sync not working to update Mautic when data changed in Suite

Support June 20th, 2023 @ 12:09 pm

By re-authorising the plugin on Mautic and re-generating the access token the sync is now working.

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Sync not working to update Mautic when data changed in Suite

Support May 18th, 2023 @ 8:17 am

Hi MJ,

Mautic: v4.4.5 PHP: 7.4.33 Suite: 7.12.7

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Sync updates

Support March 22nd, 2023 @ 3:16 pm

So if I tick that checkbox, will that stop Suite overwriting Mautic if there is an existing value?

If the answer is yes then what I am trying to do is not possible with your plugin. I need both Suite and Mautic to be able to update the Lead Status field.

Is this possible with customisation?

Could you also please answer the question (3rd time of asking) about what to enter in Mautic dropdown to match -blank in Suite?

Thank you.

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Sync updates

Support March 21st, 2023 @ 10:02 am

Thanks for your reply. Unfortunately this does not answer the issue raised.

We have lead status mapped so that Suite updates Mautic as this is correct most of the time. However, we have some Mautic campaigns that need to update the Lead Status in Suite to a particular status. How do we achieve this to 'override' the mapping direction?

Could you also please clarify the issue with -blank- in Suite dropdowns? What do we enter in the Mautic dropdown to match the Suite '-blank-' field?

Many thanks

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Sync updates

Support March 16th, 2023 @ 1:36 pm

Thanks, not sure I fully understand what to do with -blank-, Mautic does not allow me to create an 'empty' option.

Also not sure that this answers my question... If the connector mapping is set to go from Suite to Mautic but sometimes I need to update the lead status in Mautic, how do I push that change back to Suite?

e.g. Status changes from New to Recycled.....

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Failure to send contact update information to Suite

Support November 3rd, 2022 @ 1:20 pm

Thank you for your response - however I think we have already resolved the issue.

Please confirm when the update will be ready for Mautic 4.4.4 and for SuiteCRM 8.2?

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Mautic Plugin Method Signature Errors

Support September 26th, 2022 @ 8:00 am

We are currently trying to get the plugin working but will have the same issue with Account Name on Contacts.

Could a workaround be to create a custom field in Suite that pulls in the account name that could then be mapped to Mautic Contacts?

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Moving Average Report

Support September 16th, 2020 @ 7:48 am

This link explains calculating rolling monthly average which is what we are trying to acheive with Analytic Reporting

https://bizfluent.com/how-6910909-do-calculate-trailing-average-.html

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Moving Average Report

Support September 15th, 2020 @ 10:05 pm

Hi, thanks for the reply. That's not quite what we need, how can I schedule a live meeting with you?

Thanks

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Cannot move past Step 14 on Mautic Implementation

Support July 29th, 2020 @ 8:08 am

Many Thanks, I have sent you an email.

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Mapping Account/Company Name for Contacts

Support July 20th, 2020 @ 11:52 am

Hi,

Thanks for your reply. However, 'company' does not exist in the SuiteCRM Contact module as it's linked to the Account rather than a Contact specific field. Therefore it does not appear in the Module Fields list. Please advise.

Thanks,

Dave

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Sharing The Forecast as a Report

Support February 24th, 2020 @ 1:54 pm

We have a security group for Finance which contains the Finance Role. The Finance users are in the Finance Security Group and hvethe Finance Role assigned. Message on-screen shown in attached screenhot.

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Can't connect to billing to update/increase licences

Support February 24th, 2020 @ 11:38 am

Hi, I work with jonnie00 - We are still unable to provide access to any other users as in the manage users section we see the following:

Licensed User Count: 6
Available Licenses: 0
Additional Licenses Needed: 5

Can we please get this sorted ASAP as we need multiple users to trial this tool?

Thanks

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Sharing The Forecast as a Report

Support February 24th, 2020 @ 11:18 am

Hi,

I have 'Enabled' Access and given the Finance Role 'All' for List and View under the Roles settings however the members of the Finance Team are still unable to view the module

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Dashlet to show table not chart

Support February 6th, 2020 @ 9:23 am

Hi,

We have the Pro version and adding tables and charts to the Analytic Reporting Dashboard is fine - it's Suite Dashboard Dashlets that we need. Charts seem to be available to Suite Dashlets but not tables - sometimes to show a table on a Suite Dashlet is better than showing a chart.

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Sales Person Cannot View Forecast Data

Support January 27th, 2020 @ 5:16 pm

That's done it - working now. Many Thanks

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Sales Person Cannot View Forecast Data

Support January 27th, 2020 @ 4:53 pm

Thanks, I've done that but one of the sales people has just re-tried and they still receive the following in a pop up window:

'An error has occurred' 'If this error persists, please have your administrator disable Ajax for this module'

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Quota by Product Category

Support November 17th, 2019 @ 2:53 pm