Ward - Profile

Support February 24th, 2024 @ 9:26 pm

Thanks for the updates here, no, I did not receive your direct email answering the question I asked earlier this week, and I cannot find the one I sent you in my 'sent' folder. Please resend it to Ward@HRTechAdvisor.com

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Adding TL Wiz to custom modules?

Support March 13th, 2023 @ 2:58 pm

Ability to filter the Contacts in that module by TL and then bulk add/remove Contacts, and mass update other fields based on that subset of contacts in the TL. Potentially would also want to tie it into the Reports module for use of those auto-update features too.

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Compatibility with Security Suite addo-on

Support October 7th, 2022 @ 2:25 am

I was also wondering about this - what is the answer?

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How hide subpanels from view based on Group?

Support May 3rd, 2020 @ 2:12 pm

That would be awesome! Here is a little color to several Use Cases wrapped up in one: As you know, ootb hides some subpanels based on their Role permissions, but not all of them since some are not normal 'modules' or the user has 'owner' permission for List or View permissions for a certain module causing those subpanels to show up under other modules. This not only can be confusing to the user, but it seems impossible to for us to hide the 'Select' button from those subpanels, which therefore allows the user to add Contacts or Accounts etc. to a subpanel they should not even be seeing.

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Release Notes

Documentation December 20th, 2019 @ 12:13 am

Very impressed with this addon, an elegant design and I did not expect it to be as full featured as it is and it installed flawlessly. The lack of install instructions did not impress me though . This should help others: https://www.appjetty.com/media/ExtensionDocument/Userguide/SuiteCRMTrashBin.pdf

Also, like most addons, you must perform a Quick Repair/Rebuild as soon as it is done installing so the admin section shows up properly to enter your license key, then again after every change to any modules (as instructed on screen in the app).

FYI - for any module selected, on the the Detail View page, it adds a new Tab (Trash Bin Information) and two new fields: reason_deleted_c and reason_restored_c. It does not add them on the Edit page, even if synced w/ detail view page. Makes sense to be r/o mode.

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Can it create a new CRM user based on email validation?

Support December 2nd, 2019 @ 4:26 am

Thank you for your quick reply. CRM User = Employee We expect to have a lot of new users (aka employees) signing up soon and instead of setting them up manually, we want to open self-service, using email as a validation as many other platforms do. Will watch your videos and learn more.

It would be very helpful if you had a comparison that shows exactly what PM can do that isn't already built into AOW - do you have that?

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Installation Guide

Documentation September 24th, 2019 @ 3:03 am

Is this add-on still valid? The link to the Chrome Extension is 404, can you please update it?

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