Search found 387 matches

by Mark HHP
Mon Sep 12, 2016 6:35 am
Forum: General discussion and questions about Aware IM
Topic: External document link
Replies: 1
Views: 7826

External document link

Hey guys, I want to upload docs to my Brief BO but I was wondering if I could store them externally, like in Dropbox or something. The database is already getting large and adding regular Brief docs will just add to the pile. Has anyone achieved something like this? I would store it on the hosting m...
by Mark HHP
Mon Aug 29, 2016 5:56 am
Forum: General discussion and questions about Aware IM
Topic: Scenario question
Replies: 3
Views: 12622

Re: Scenario question

Oh wow, ok, that's a very simple answer! Thanks! I knew there must be a simple solution but my brain wasn't seeing it.
by Mark HHP
Thu Aug 25, 2016 11:27 am
Forum: General discussion and questions about Aware IM
Topic: Creating copies with a difference
Replies: 2
Views: 10650

Re: Creating copies with a difference

Hi Ben,

Thanks for this. The Issue is plain text attribute (usually something like September 2016) and the Magazine attribute is a dropdown of the four: JHB, CPT, DBN and PTA. So on creation I would fill in the Issue and it would create the 4 BookLists with the different magazines.
by Mark HHP
Thu Aug 25, 2016 9:34 am
Forum: General discussion and questions about Aware IM
Topic: Creating copies with a difference
Replies: 2
Views: 10650

Creating copies with a difference

Hey, I have a BookList BO. This gets created every month. At the moment, I create one, set the month (issue) and the magazine. This creates a BookList which is autopopulated by a series of articles which appear in every issue. I then duplicate this BookList and change the magazine. Question: is ther...
by Mark HHP
Wed Aug 24, 2016 2:38 pm
Forum: General discussion and questions about Aware IM
Topic: Scenario question
Replies: 3
Views: 12622

Scenario question

At the moment, our CRM works much the same way as most. A Consultant logs in and deals with a client, done. But today my boss asked me in passing, what about a system where you have Regional logins with users. So basically, say the login was New York, it would encompass all of the clients in New Yor...
by Mark HHP
Wed Aug 24, 2016 7:23 am
Forum: General discussion and questions about Aware IM
Topic: SOLVED: Document Upload Error
Replies: 1
Views: 8014

SOLVED: Document Upload Error

Hey guys, In my business object called Regulars I set an attribute called Brief which a Document set to store on Database. When I go into test mode and try upload a Word doc I get the following: Internal system errorTransaction exception Error persisting business object Regulars Unknown column 'Brie...
by Mark HHP
Mon May 30, 2016 12:59 pm
Forum: General discussion and questions about Aware IM
Topic: Maximum database size
Replies: 3
Views: 12606

Re: Maximum database size

So how do you sort it out? I obviously didn't set them correctly to start...
by Mark HHP
Mon May 30, 2016 6:38 am
Forum: General discussion and questions about Aware IM
Topic: Testing on a Derby machine from SQL
Replies: 0
Views: 6261

Testing on a Derby machine from SQL

I'm running my CRM (ver 5.7) on a Linux machine with MySQL but I've installed the 7.0 trial on a Windows machine to give it a spin and try convince my boss to upgrade us. Is there a way to export the database out of MySQL and into Derby? I have no experience with Derby. I have my database exported a...
by Mark HHP
Mon May 30, 2016 6:34 am
Forum: General discussion and questions about Aware IM
Topic: Maximum database size
Replies: 3
Views: 12606

Maximum database size

Hey guys.

What is the optimum size for your database to be? If I export my SQL file, it's like 15Gb. I think this is what is causing problems whenever I try publish a new version. Obviously I can't go dropping tables as it's all important data.
by Mark HHP
Mon May 30, 2016 6:07 am
Forum: General discussion and questions about Aware IM
Topic: Finding latest object
Replies: 5
Views: 17298

Re: Finding latest object

Yeah, I'm specifically looking for any QuoteLineItems where that is the LAST QuoteLineItem within a Quote within the next 3 months. The end of the contract, so to speak. This will help find any within next three months but not necessarily the last month of the contract.

Am I making sense?
by Mark HHP
Fri May 27, 2016 1:00 pm
Forum: General discussion and questions about Aware IM
Topic: Finding latest object
Replies: 5
Views: 17298

Re: Finding latest object

Also there is a Quote.QuoteDate set to dd/MM/yyyy as well as a QuoteLineItem.Issue set as a date attribute to MMMM yyyy. The QuoteLineItem.Issue is what we refer to, as Clients book in Feb 2013, March 2015 etc and that's what we look at when we do Contract Renewals. How would you find out which is t...
by Mark HHP
Fri May 27, 2016 11:56 am
Forum: General discussion and questions about Aware IM
Topic: Time Stamp help :(
Replies: 3
Views: 13871

Re: Time Stamp help :(

Hi RocketRod

Just to help me understand fully, what is LoggedInSystemUser.TempMonth? Is TempMonth a built-in attribute like LoggedIn?
by Mark HHP
Fri May 27, 2016 11:16 am
Forum: General discussion and questions about Aware IM
Topic: Finding latest object
Replies: 5
Views: 17298

Re: Finding latest object

Thanks Bruce. I hate time/date things. I always struggle.

To help my understanding:

1. Is the 91 adding 3 months?
2. What is the Quotes_ob? What does it mean?
by Mark HHP
Thu May 26, 2016 8:00 am
Forum: General discussion and questions about Aware IM
Topic: Finding latest object
Replies: 5
Views: 17298

Finding latest object

This is related to my other post about timestamp/date help. I need to pull a report of contract renewals, using QuoteLineItem BOs (which belong to a Quote BO) So what I need to pull is: All Clients with their last QuoteLineItem appearing within a 3 month period. So if I were doing the next renewal (...
by Mark HHP
Thu May 26, 2016 7:24 am
Forum: General discussion and questions about Aware IM
Topic: Time Stamp help :(
Replies: 3
Views: 13871

Time Stamp help :(

Hello I have a QuoteLineItem BO with a date format set to MMMM yyyy so it comes out as February 2013 etc. How can I pull a query for all QuoteLineItems with a month of my choosing (as I have to pull this report monthly) AS WELL AS for the last 5 years. So I need to say I'm looking for June for this ...