[Vtigercrm-developers] Import Step3 not showing in several modules
mathdesc
mathdesc at yahoo.fr
Wed Nov 5 17:45:11 GMT 2014
Thanks Uma, I was sure it was a misunderstanding :)
Since 5.04 the Import module has been greatly reworked and upgraded but
it looks like no Step 3 "criteria settings for record handling" has
ever been enabled
for Quotes, Invoices, SalesOrders.
For anyone whom might step across the same issue, here is the recap /
scope :
http://lists.vtigercrm.com/pipermail/vtigercrm-developers/2014-June/027207.html
http://lists.vtigercrm.com/pipermail/vtigercrm-developers/2014-June/027266.html
http://lists.vtigercrm.com/pipermail/vtigercrm-developers/2014-July/027361.html
http://lists.vtigercrm.com/pipermail/vtigercrm-developers/2014-July/027361.html
BR,
mathdesc
Le 05/11/2014 17:04, Uma S a écrit :
> Ok, Sorry! I noticed it now, There is no block with step3. Will dig
> into this and get back soon.
>
> I apologize for my previous confirmation, I might have confused somewhere.
>
> On Wed, Nov 5, 2014 at 7:35 PM, mathdesc <mathdesc at yahoo.fr
> <mailto:mathdesc at yahoo.fr>> wrote:
>
> Hi,
>
> Following the advice, I've installed a fresh 6.1 official source
> from :
> https://www.vtiger.com/open-source-downloads/
> and from
> http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/6.1.0/
>
> Yet still nothing changed : no step 3 in import process for
> Quotes, Invoices, SalesOrders... only step 1 and 2
> are available for those modules (official and svn) :/
>
> Uma when you say that on 6.1 you checked the issue and confirmed
> it worked, did you actually
> go in the invoice, clicked import and are able to see the step3
> box with the checkbox being tickeable ?
>
>
>
>
> BR,
> mathdesc
>
>
> Le 27/08/2014 10:09, mathdesc a écrit :
>> Hi,
>>
>> It is a fresh 6.0 installed there, release version.
>> In this version, Import step 3 is broken at least for Quotes,
>> Invoices, SalesOrders as much I can tell
>> and working for Leads, Contacts, Organizations, Opportunities.
>>
>> Gosh, it only take two months to confirm that's actually a
>> regression !
>> Self-reply on my 20/06 mail for the registry:
>>
>>
>> Le 20/06/2014 09:28, mat a écrit :
>>> [...] Just to confirm/go further :
>>> - is it actually supported to handle duplicate records for those
>>> modules ?
>> Yes it should but it is broken on 6.0.
>>> - if not, is it a planned feature or even already assigned ? [...]
>> It should be fixed on 6.1 which is not yet production ready :/
>>
>>
>>
>>
>>
>> Le 20/08/2014 13:11, Uma S a écrit :
>>> Hi,
>>>
>>> I have checked your issue against 6.1.0
>>> (http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/6.1.0/).
>>> Which works fine here. Could you please mention me which version
>>> of vtiger you are using. And for which and all modules it breaks.
>>>
>>>
>>> On Wed, Aug 20, 2014 at 1:42 PM, mathdesc <mathdesc at yahoo.fr
>>> <mailto:mathdesc at yahoo.fr>> wrote:
>>>
>>> Hello Uma,
>>>
>>> I apologize for bumping the topic again but I didn't got
>>> your reply.
>>> Maybe this lacking feature is enabled on commercial release ?
>>>
>>> BR,
>>> mathdesc
>>>
>>> Le 17/07/2014 09:43, mat a écrit :
>>>> Hello,
>>>>
>>>> Uma thanks for asking, I really need help investigating
>>>> this for exporting/importing are key-features
>>>> in the day-to-day workflow, not to mention it also ease a
>>>> lot the tedious work of re-importing stuff
>>>> when adopting vtiger.
>>>>
>>>> Could it be a regression-like issue on 6.0 ? This is solved
>>>> on 6.1 ?
>>>>
>>>> Best regards,
>>>>
>>>> Mathdesc
>>>>
>>>>
>>>> Le mardi 01 juillet 2014 à 13:25 +0200, mat a écrit :
>>>>> Hi,
>>>>>
>>>>> It is a fresh 6.0 installed there, release version.
>>>>>
>>>>>
>>>>> Le mardi 01 juillet 2014 à 13:48 +0530, Uma S a écrit :
>>>>>> Hi,
>>>>>>
>>>>>>
>>>>>> Can you please share in which version of vtiger are you
>>>>>> facing this problem?
>>>>>>
>>>>>>
>>>>>> On Tue, Jul 1, 2014 at 1:40 PM, mat <mathdesc at yahoo.fr
>>>>>> <mailto:mathdesc at yahoo.fr>> wrote:
>>>>>>
>>>>>> Hello,
>>>>>>
>>>>>> I am still looking how to enable step3 on importing
>>>>>> (step "criteria settings for record handling") that
>>>>>> is missing (notably) in Invoice module and am very
>>>>>> surprised by the low level of feedback on the list :
>>>>>> am I the only one that need this step working ?
>>>>>>
>>>>>> Mathdesc
>>>>>>
>>>>>>
>>>>>>
>>>>>> _______________________________________________
>>>>>> http://www.vtiger.com/
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>> --
>>>>>> With
>>>>>> Best Regards
>>>>>> Uma.S
>>>>>> Vtiger Team
>>>>>> _______________________________________________
>>>>>> http://www.vtiger.com/
>>>>>
>>>>> _______________________________________________
>>>>> http://www.vtiger.com/
>>>>
>>>>
>>>>
>>>> _______________________________________________
>>>> http://www.vtiger.com/
>>>
>>>
>>>
>>>
>>> --
>>> With
>>> Best Regards
>>> Uma.S
>>> Vtiger Team
>>
>>
>>
>> _______________________________________________
>> http://www.vtiger.com/
>
>
>
>
> --
> With
> Best Regards
> Uma.S
> Vtiger Team
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