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• Permissions & Security Groups

  Support May 11th, 2020 @ 10:27 am
  

  Hi, thanks. Running a Repair Roles sorted the problem.

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• Permissions & Security Groups

  Support May 10th, 2020 @ 10:45 am
  

  Hi, Thanks.

  I've uninstalled 1.5 and installed 1.6 but even when I assign Security Groups to a Doc Parser record, on the Contacts a user without the correct permissions can still see that Doc Parser record.

  For example I created a Doc Parser record of "Test" with a Security Group of "Group 1". My user is assigned Security Group "Group 2". The user goes to a contact record and runs Doc Parser, they see the Doc Parser option for "Test" and can run it, even though they are not in the right group.

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• CRMJetty - SuiteCRM Customer Portal in WordPress

  July 1st, 2020 @ 2:46 pm
  
  So a new project for a client meant I needed a Customer Portal that was customisable, could work with a tight integration between Joomla and SuiteCRM, and which allowed me to present information in an easy to use and simple user interface. The SuiteCRM Customer Portal seemed to answer most of what I needed, but there were a few bits I needed to work differently. I needed to authenticate users using the SuiteCRM Users rather than the default "out-of-the-box" contact credentials, I needed to alter whether some fields were read-only or editable according to triggers in my SuiteCRM instance, and I needed to rename some of the modules so that they reflected the naming conventions my client was using. The team at AppJetty were able to make the necessary modifications and now I have a completely seamless integration and my client is really happy. My users can log in to SuiteCRM and can link through to the Customer Portal and with some tweaks on my end, the Joomla Portal, or they can log into the Customer Portal (using SuiteCRM credentials) and with my tweaks access the Joomla Portal or click through to SuiteCRM. Even since deployment, i've needed to tweak a few bits and App Jetty were keen to log in remotely and make the updates. Sadly I couldn't allow this as once in production it contains highly sensitive data which without complex NDA's and confidentiality agreements I simply could not allow, but as a developer myself I found it incredibly easy to follow and understand the code and with a little guidance from the AppJetty team I was able to make the necessary changes myself. If you need a Customer Portal for SuiteCRM, this is the one for you. Very well put together and far better than anything else i've seen. If you need it to go that little bit further than the out-of-the-box install, AppJetty are very helpful and knowledgeable, I cannot recommend them highly enough! View Add-on
  
  
• CRMJetty - SuiteCRM Customer Portal in Joomla

  July 1st, 2020 @ 2:54 pm
  
  So a new project for a client meant I needed a Customer Portal that was customisable, could work with a tight integration between Joomla and SuiteCRM, and which allowed me to present information in an easy to use and simple user interface. The SuiteCRM Customer Portal seemed to answer most of what I needed, but there were a few bits I needed to work differently. I needed to authenticate users using the SuiteCRM Users rather than the default "out-of-the-box" contact credentials, I needed to alter whether some fields were read-only or editable according to triggers in my SuiteCRM instance, and I needed to rename some of the modules so that they reflected the naming conventions my client was using. The team at AppJetty were able to make the necessary modifications and now I have a completely seamless integration and my client is really happy. My users can log in to SuiteCRM and can link through to the Customer Portal and with some tweaks on my end, the Joomla Portal, or they can log into the Customer Portal (using SuiteCRM credentials) and with my tweaks access the Joomla Portal or click through to SuiteCRM. Even since deployment, i've needed to tweak a few bits and App Jetty were keen to log in remotely and make the updates. Sadly I couldn't allow this as once in production it contains highly sensitive data which without complex NDA's and confidentiality agreements I simply could not allow, but as a developer myself I found it incredibly easy to follow and understand the code and with a little guidance from the AppJetty team I was able to make the necessary changes myself. If you need a Customer Portal for SuiteCRM, this is the one for you. Very well put together and far better than anything else i've seen. If you need it to go that little bit further than the out-of-the-box install, AppJetty are very helpful and knowledgeable, I cannot recommend them highly enough! View Add-on
  
  

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