Customers cannot see their activities after logging in

danielchua

Hi all,

I have recently installed Epesi and am loving it. It is just so nice and feature-packed.

However, I have a problem.

After I create a login for one of my customers, the account that my customers use to login cannot see their activities.

For example, I created a meeting on the calendar which concerns their company and I have added them to the meeting on the calendar as 'customers'. Using my main account, I can see the activity 'meeting' under the 'Activity' tab. However, using my customer account, I cannot see anything as it is blank.

So my question is:
1. How to allow my customers with their login to see their activities under the 'Activites' tab as not it is blank.
2. How to add employees to my customer's company as now the only employee that I am allowed to add is myself.

Link to screenshots describing problems: ~~[url=https://drive.google.com/file/d/0B8DwnDQ2soWwOEN4ZmZLNTRWZ3M/view?usp=sharing]~~https://drive.google.com/file/d/0B8DwnD ... sp=sharing[/url]

Thank you all so much for your help and I'd really appreciate it.

Regards
Daniel

ajb

Welcome on board and thanks for your appreciation for EPESI 🙂

So let me start with the activites tab. Every user (your customer is EPESI user) can see only those records, that he's allowed to. So you have to edit RecordBrowser's permission on Meetings, as he's not able to see meetings. You should add "View" permission for Clearance=All users, but for crits where Customers is User Company or User Contact.
To make this, go to the Admin Panel -> RecordBrowser -> Select Meetings -> Tab Permissions.
I hope you'll get this right.

About employees field in the meetings. Meetings has been designed to store information about meetings of your employees and your customers.
If someone from you company has a meeting, then he should be in the employees field. You customer always has to be in customer field. Of course you can add more records to customer field.
Employees field will show contacts which belongs to the Employee access level (like you), but only from your company. Theoretically you can create several companies. Assign contacts/users to those companies (by company name field), then each contact will see only his coworkers. But you can't create a meeting from your account and see employees from another company.

Regards,
Adam

danielchua

Hi Adam, thanks for the quick reply. Now I have a better understanding of Epesis.

Another thing, how do I setup calendar email alerts? Meaning whenever there is an upcoming event, I will receive a email about it. How do I configure the email setting because whenever I do, there will always be an error for my SMTP. I am using Gmail.

Thank you so much.

Regards,
Daniel

ajb

To set up alerts you have to configure cron at first. http://epesi.org/Cron
Then you have to set your email address for alerts: Menu -> My Settings -> Control Panel -> Alerts
Then you can open meetings -> tab Alerts -> New alert (top bar button).
Alerts are shown in browser. If you won't mark as read (you are afk), then after 4 minutes your alert will be queued for cron. So you'll get email about 5 minutes later.

To fix your gmail smtp make sure you'll provide port number. It should look like this:
smtp.gmail.com:587
TLS
SMTP auth - yes
Provide your user and pass (or application pass if you use 2-step auth).

Regards,
Adam

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