Search found 2451 matches

by Jaymer
Tue May 29, 2018 5:37 pm
Forum: General discussion and questions about Aware IM
Topic: ►Q◄ use built-in Access Levels, or make your own?
Replies: 1
Views: 3063

►Q◄ use built-in Access Levels, or make your own?

Here's why I ask. Lets say I have this hierarchy OF ACCESS LEVELS at a company: Developer (thats me. this is a multi-tenant app. this user can see/do all) Admin (create any user, any level) Regional Manager (same, see's only level of his and below) Office Manager (same) Sales (no create, level is di...
by Jaymer
Tue May 29, 2018 2:32 am
Forum: General discussion and questions about Aware IM
Topic: [SOLVED] AS_NUMBER to Integer
Replies: 2
Views: 3101

Re: AS_NUMBER to Integer

a regular expression can also search for 0 or more 0's only at the beginning of a line.
by Jaymer
Tue May 29, 2018 2:29 am
Forum: General discussion and questions about Aware IM
Topic: Any suggestions for designing a "Drip" email campaign?
Replies: 5
Views: 5070

Re: Any suggestions for designing a "Drip" email campaign?

thx all valid points. i don't have any issue with writing some code to clean up 'un-needed unsent emails' if the need arise - the trick would be how to determine that need. all of this is user-defined and multi-tenant. 1 person using it during recruiting and another for new-hires - no easy way to te...
by Jaymer
Tue May 29, 2018 2:08 am
Forum: General discussion and questions about Aware IM
Topic: Mass email process
Replies: 15
Views: 23417

Re: Mass email process

Thanks Tom, after going over this quite a lot, I decided to make my own many-to-many file. i got more flexibility I think instead of letting AIM manage lists for me. I'm doing my own middle file and no lists are involved. For now, I'm limiting users to only one list - so while I can support many lis...
by Jaymer
Tue May 29, 2018 2:03 am
Forum: General discussion and questions about Aware IM
Topic: Any suggestions for designing a "Drip" email campaign?
Replies: 5
Views: 5070

Any suggestions for designing a "Drip" email campaign?

So I have User-defined Email templates working now (so a user doesn't have to re-type over and over a similar email to prospects/leads). And now they want to schedule 5 emails, 1 a week for the next 5 weeks, for example. They may use filters to find a subset of the data, and add them to a user-defin...
by Jaymer
Mon May 28, 2018 11:43 pm
Forum: General discussion and questions about Aware IM
Topic: [OFFICIAL] the v8.2 "minor" improvement list
Replies: 46
Views: 102100

Re: [OFFICIAL] the v8.2 "minor" improvement list

Should be able to enter a comment line anywhere... FIND Blah Blah Blah // This is a Comment Blah.Attribute='Excellent' Oh I agree, but I was posting that in light of this being the “what’s easiest to do” motif for this thread. I guess it comes down to is it easier for him to change his parser, or e...
by Jaymer
Mon May 28, 2018 4:33 pm
Forum: General discussion and questions about Aware IM
Topic: [OFFICIAL] the v8.2 "minor" improvement list
Replies: 46
Views: 102100

Re: [OFFICIAL] the v8.2 "minor" improvement list

It would be nice to insert comments in process rules, to help document the code. There is a description available in the sub-element properties window, but its narrow, and you have to click a button to be able to edit it. I'd propose this simple change to this screen: Screen Shot 2018-05-28 at 12.15...
by Jaymer
Mon May 28, 2018 3:45 pm
Forum: General discussion and questions about Aware IM
Topic: Need Help from Win Upcloud users on 8.1 Slow Email test
Replies: 22
Views: 28611

Re: Slow outgoing Email on Upcloud. Need ideas plz (Video)

UPDATE May 28 Vlad doesn't see an issue sending mail with 8.1 on his server, so he can't reproduce. Since email works on other servers, we're leaning towards some issue with Upcloud. We need anyone who has UPCLOUD WITH WINDOWS to do an email test using the demo CRM app. 5 minutes is all thats needed...
by Jaymer
Mon May 28, 2018 3:33 pm
Forum: General discussion and questions about Aware IM
Topic: [SOLVED] REPLACE_PATTERN & Multiple Patterns
Replies: 4
Views: 5839

Re: REPLACE_PATTERN & Multiple Patterns

Sean
Do you want me to write you a Java function to remove those 4 characters?

Contact.Phone = PHONE_STRIP(Contact.Phone)

if so, supply me with the working regular expression that achieves what you need.

jaymer...
by Jaymer
Mon May 28, 2018 2:48 am
Forum: General discussion and questions about Aware IM
Topic: Header and Lines in HTML form question
Replies: 10
Views: 11194

Re: Header and Lines in HTML form question

Mark, I’m not a super expert on the built in report writer, but in that situation I have the main file of the report as the line items. And the group is on the header. So group header for the invoice information, then all the line items, then a sub total area,. Works exactly like it should. It may b...
by Jaymer
Sun May 27, 2018 11:26 pm
Forum: General discussion and questions about Aware IM
Topic: Header and Lines in HTML form question
Replies: 10
Views: 11194

Re: Header and Lines in HTML form question

LIST_TABLE_START, LIST_TABLE_END Description: Whereas the LIST_TABLE function prints the entire table including the header, the combination of LIST_TABLE_START and LIST_TABLE_END functions allows using an existing header of the table. Just like the LIST_TABLE function it prints out members of a list...
by Jaymer
Sun May 27, 2018 8:20 pm
Forum: General discussion and questions about Aware IM
Topic: Header and Lines in HTML form question
Replies: 10
Views: 11194

Re: Header and Lines in HTML form question

LIST_TABLE_START / END in User Guide jaymer... the cycle: edit html in editor and save import the Document Template, overwriting the prior one save, run repeat 1. be sure the START and END "cells" have a field in them , exactly like it shows in docs. This is pickier than Magic HTML Merge. 2. When it...
by Jaymer
Sun May 27, 2018 2:38 am
Forum: General discussion and questions about Aware IM
Topic: Import Document from URL
Replies: 20
Views: 24765

Re: Import Document from URL

Use curl
Download the file
Then import

Should be easy
by Jaymer
Sat May 26, 2018 10:11 pm
Forum: General discussion and questions about Aware IM
Topic: Mass email process
Replies: 15
Views: 23417

Re: Mass email process

Tom, thanks a lot for the detailed code - but I'm stuck at the beginning. 1) I created a new field: RegularUser.pm_Leads 2a) I have a Query with "multi allowed" and I can tags recs and click and the list gets built 2b) ANNOYING. Interesting that Tagging ALL only selected the ones on the current page...
by Jaymer
Sat May 26, 2018 7:26 pm
Forum: General discussion and questions about Aware IM
Topic: Anyone know how to do Field ToolTip NOT using Aware
Replies: 12
Views: 15567

Re: Anyone know how to do Field ToolTip NOT using Aware

JT, yes, renaming that field makes a lot of difference. now, this isn't your fault or a problem in your code, but... 1) since i'm using an icon in the 1st column, the value of the Private field is neither Yes or No. In fact, when output in the .js, its nothing. Its NULL. Its not UNDEFINED. It just d...