I am using SuiteCRM Version 7.9.2. I didn't change the relationship between Meetings and Contacts (many to many). I can see contacts invited to the meeting in the contacts subpanel (forMeetings), but I can't see any meetings listed in meetings subpanel when I view a contact. Actually, I don't even have a Meetings subpanel there. How do I get this to work?
After a bit of digging, I found that this is because there is no subpanel module defined for Meetings in meetings_contacts relationship. The meetings related to contacts can be seen under Activity subpanel. Hope this helps.
Related
I am learning Einstein Recommendations and I love it! My only problem is I find its displayed information (title, description, image) too limited.
I am working with a product object I want to recommend, a recipient object, which is a customer, and a junction object that solves a many-to-many relationship and represents an offer. I have also made a dashboard where I display the product offers to a specific customer, considering their own interests.
I would like to make a boolean field in my junction object called "IsRecommended__c" where I store whether the record is recommended by Einstein or it isn't. Then I can make a recipe filter where I display only those products that are being recommended (set TRUE) to a specific customer.
My problem is I don't' know how I make the IsRecommended__c field to store that data. Should I use Strategy builder, flow, coding? Or maybe there is another way to implement these Einstein recommendations into Dashboards?
I hope there is a solution to this!
Thank you in advance!
Best regards,
Andrés
I'm building a small ecommerce site with nextjs to get to know Stripe and I'm wondering if there's a way to, based on the users email or customer_id, to fetch a list of all orders that would include the products they've bought. I've been checking their docs but the only thing I can find is for subscriptions which I'm not using.
Thanks!
If using PaymentIntents, you can list all payments made by a specific customer by passing a customer ID. In Node.js, it would look something like this:
const paymentIntents = await stripe.paymentIntents.list({
customer: "cu_xxx"
});
And you could do something similar with charges if needed.
could really use some serious help on this. Below is the current business case:
We have the standard accounts, contacts, and opportunities objects. We've also created a custom object, and let's call it 'Customers.'
As of now, 'customers' are related to accounts.
Our users have einstein activity capture on, so all the email interactions get logged to the 'Account' level that the contact is related to, which makes sense.
The problem is that I want those emails tracked on the 'Customer' activity feed too, not just the 'Account' or 'Contact' activity feed.
Will creating a junction object between contacts and customers allow this activity to be shown in the 'customer' field? Or is there a simpler way to do this? Thank you in advance as this is a major roadblock I am facing right now.
I haven't worked with Einstein Activity Capture yet. What does it save stuff as? EmailMessage? Task? Either allows adding custom fields so you could add lookup to your Customer__c. With Task it's even simpler, it has that mutant lookup thing, Customer should appear as available option if it has "Allow Activities" ticked in setup.
Assuming that gives you something - next step would be to maybe make a custom quick action with some fields prepopulated, maybe a trigger to go "up" to Account and then to Customer(s)... Because out of the box
https://help.salesforce.com/articleView?id=aac_limitations.htm&type=5
Custom objects aren’t supported. When emails are sent from a custom
object, the email is logged on the activity timeline of the associated
contact.
You can upvote an idea: https://trailblazer.salesforce.com/ideaView?id=0873A000000EAIiQAO
My app is an angularjs/ionic/parse.com/phonegap one and i am looking for ways to achieve the following.
I have a category within which are articles.
Some categories are open to all users, others are password protected.
Once the user enters the password, they have access to articles within the protected category.
I plan to implement parse.com ACL's but not sure where this should be applied, on the category or the articles. If i apply them to the category and relate articles as arrays, does Parse auto matically implement the ACL to all child articles to which the array points to?
I am new to cakephp.
I am working on my Social network project.I am having users and friends relationship
concept.
I am having problem in sending friend request and accepting .....
I am not understanding how to start on this concept...
If anybody worked on such things then please help me..
You could make a new FriendRequest model.
Give this model belongTo User and hasOne Friend. Also, User hasMany FriendRequest Then, give the FriendRequest model a boolean field (cakePHP uses TINYINT(1) for boolean) to track acceptance.
Create a new FriendRequest record when a user sends a request.
List all FriendRequest records that a user has sent by searching for the ones the user hasMany
List all the FriendRequest records that are sent to a person by searching for all Friend belongTo User.
Change the acceptance field to TRUE when a User accepts the request.