Topics

31

How To's / changing domains

« on: November 17, 2008, 04:47:42 pm »

Right now I'm testing out OpenGoo on a temporary sub-domain.

If it meets my needs, I need/want to move it to another sub-domain... and it's looking like it will, at least for now.

What do I need to be concerned with if I do so?  Is there maybe just some minimal changes to the config file I need to make to point to the new domain, or is there anything hidden anywhere that I need to be concerned about?

32

How To's / Permissions within a group

« on: November 17, 2008, 02:09:43 pm »

Ok,I've been playing with permissions, trying to figure out the best way to balance seeing each other calendars and such, and allowing for private entry...

This morning, could go to a user and under their permissions see every other user... and they were checked. I had made all the user's default workspaces a sub-space of a company space.

As part of testing, I removed for each user access to the different workspaces other than their own. Now when I go to try and add them back, the only one I can see in any of their permission settings is my own (the admin), and not even theirs.

Is this a bug, or did I mes something up?

33

Feature requests / Adding Contact to Company

« on: November 13, 2008, 04:29:54 pm »

How about when adding a contact to a company that the address and phone number and such get filled from the company info...

If it's different for that person, you have to type it in, no biggie. but most of the time it won't be different and this would be a huge time saver.

34

Ideas / My "Must Haves" and other suggestions

« on: November 13, 2008, 01:47:02 pm »

Just started poking around with this yesterday, right now I use eGroupWare for my contact management along with the calendar and such... and use ProjectPier for a client center for our construction project management.

This has the potential to replace both with an all-in-one solution, but there are a couple "must-haves" I think for me before I could fully move...

1) custom fields in contacts.
I have hundreds of subcontractors in eGroupWare, their categories allow me to split them up according to type of work they do (painters vs plumbers for example). I've figured out I can use Workspaces to basically do the same thing. But, I need custom fields under the contacts for a couple things... we currently rate each sub on a scale of 1 to 5, and I also have a custom field for if they prefer to receive bid invites from me by email, fax, or if they are on our mailing list.

2) data export
along with sending those bid invitations out, I need to be able to export a group of data so I can cut and paste the fax numbers in to my fax software, and do other things like create mail-merge for printing labels (like for upcoming Christmas card mailings).

Other things that would be great...
data import - I have a couple thousand contacts in my current setup, the prospect of retyping all of those.... yuck.

When adding a new user, I need to manually click every workspace to add them to... most of our users will get access to all... a selection all/none would be nice.

Ummm... I think I had others, but can't think of them right now, will post again as they come to me.