Forum Replies Created
December 23, 2019 at 9:52 am in reply to: Contact created by one employee is not visble to other employee. #60360
It’s not the Employee actually, Agent. CRM agents have access to the contact, Employee doesn’t have.
Let me describe how CRM contacts work:
-> Contacts can be seen by the contacts owners only, if you are an Agent. An agent can not see other agent’s contacts.
-> Manager can see all. All the contacts event if it owns by other agents as Manager has all the rights to see all.
So, please make sure you do not have an agent role, rather, you have a CRM manager role from your user profile. Reference screenshot: https://prnt.sc/onr99a
I hope this helps 🙂
I’m sorry but is the query about WPERP or it’s about the Netsuite? I’m a bit confused!
ThanksDecember 14, 2019 at 11:39 am in reply to: IS Document Management extension available on Front end page? #59682
We are almost done developing to bring the Document Manage in the HR Frontend and hoping to release it by the end of this month. However, as of now, it’s available on the backend only.
Yes, you got a good point! We are on it and hoping to fix it within today. We’ll release an update with the fixes, so, please update your WPERP if you get an update notification today/tomorrow or nearby.
We really appreciate your cooperation 🙂
Regards,December 5, 2019 at 11:58 am in reply to: Attendance Report employee based and date based issue #59048
Send us an email directly, and please do not share your email publicly here.
ThanksDecember 5, 2019 at 8:47 am in reply to: Attendance Report employee based and date based issue #59002
I can see you have a support ticket with us and I have already provided you the solution. Please continue with me.
I’m afraid that the clients could not log in to the CRM system as they do not have that access. Only agents and managers can book a schedule with contacts/clients from their profile.
I’m afraid that there is no alert for the inbound emails at this moment. The replies can be found on the contact profile automatically.
The translation process for HR Frontend has changed and it’s good to get in touch with the support team to get help on this.
Please login to your WPERP account and open a support ticket. Our technical team will take care of the rest 🙂
You can assign multiple companies to contact from their profile, in the company section. Reference screenshot: https://prnt.sc/pzdr5c
I hope this helps 🙂
It happens when you have a customer in CRM or a user with the same email address. So, please make sure you do not have any other user/contact/company/customer with the same email address.
We found the issue and informed our development team already. We are hoping to fix that issue urgently and release it soon.
Thanks for noticing and letting us know.
This is unexpected if this is not the same person with the same email address! If they are two different people with different email addresses but getting the file shared just because of the same ID in HR and CRM, then it’s a bug and we need to sort it out very soon.
We are always ready to provide immediate fixes for these kinds of problems. So, I’d recommend you contact us with the mode tails on it like if they are the same people with the same email ID or hence. You can fill this form-> wperp.com/contact/
All the default Employee registration form fields are available in the HR Frontend. I’m not sure which you meant specifically.
However, if you mean about the fields created with the custom field builder, that really won’t show on the frontend registration form as the custom field builder is for the backend form only.
I understand. Okay, I’m keeping this on our feature request log, we’ll analyze it and consider the annual pay type in the future if we get enough request on this 🙂
I think this would be a great addition. Thanks for arising the topic 🙂