Yetiforcecrm: [Question] Guide - Manual - Wiki - implementation

[canomogollon]

You can recommend a site, guide or manual to implement this crm correctly, I have it installed and I want to customize it for my clients

[vovpff]

@canomogollon for this time there is no wiki or mannual with full functionalty. Let's check this git. Thereare a lot of usefull information.

[ldgbc]

@canomogollon @vovpff
In the meantime I guess I'll use this place as a dropoff point as I discover more about Yeti. This way when we do have a Wiki, at least there some references point.

1. /index.php?module=LayoutEditor&parent=Settings&view=Index&mode=showRelatedListLayout&block=2&fieldid=41
   In here there is this "Star" next to Visible. If you click on them it will show a Star when you viewing it in Detail/Record view. These star are Favourite. Not sure where the favourite goes to though.
   For example, Enable Star on Contact > Activities. Then go open your Contact > Contactname1 > Click Activities > Left hand side, there is a Star, Hover over that and it say "Favourite"

2. How to restore or change/move server: https://github.com/YetiForceCompany/YetiForceCRM/issues/3347#issuecomment-238182897 #3951

   install same yeti version on new server
   Copy and overwrite /storage folder from old server to new server
   Copy and overwrite /user_privileges folder from old server to new server
   export and import yeti database from old server to new server
   edit config/config.inc.php with new server parameters

3, Locked field. Permission denied checkPermission #3991

In module files you have $lockFields variable which menas block edit view, delete action on this record if a field in record will have a specific value In this case var $lockField containst your status value.
https://github.com/YetiForceCompany/YetiForceCRM/blob/developer/modules/Assets/Assets.php#L17

1. Adding Many to Many, One to Many relation.
   See: https://github.com/YetiForceCompany/YetiForceCRM/issues/4025#issuecomment-280350435

Software configuration > Standard modules > Modules – Relations > Start

config/developer.php

set 'CHANGE_RELATIONS' => false, value to true,

1. How to enable // show record count in tabs related modules.
   Enable this to true.
   /config/relation.php > 'SHOW_RECORDS_COUNT' => true,

5.1 - Make it Icon mode (you can see more relation module. Same as above but change it from default true to false.
'SHOW_RELATED_MODULE_NAME' => false,

[ldgbc]

1. CalDav CardDav DavDroid Sync Calender and Contact. See these for references: #3510 #3064
   work in progress until I figure this out.