Updates

coreBOS Configuration Options Store

Here you can find a whole set of different configuration options which can be used in your application directly or with easy modifications to adapt them to your needs. You can find Business Mappings, Business Actions, Menus, Workflows, change sets and explanations on how to use them to make your coreBOS install even more awesome than it already is!!

Please share your congiurations with us to enrich this library!
  • SalesOrder2SalesOrder

    Automate address fields when duplicating a SalesOrder to take Account's address in stead of source SalesOrder

    Business Mapping - Field Mapping

    MajorLabel

    salesorder duplicate conversion
  • Contacts2Accounts

    Convert a Contact into an Account

    Business Mapping - Field Mapping

    Joe Bordes

    contact account conversion
  • HelpDesk2SalesOrder

    Fill in SalesOrder fields when creating from a HelpDesk Ticket

    Business Mapping - Field Mapping

    Luke majorlabel.nl

    helpdesk salesorder ticket
  • Validation Brazilian name

    Force field to be written in Brazilian name

    Business Mapping - Validation

    Ranieri Slemer

    validation capital mayusculas letters
  • SalesOrder2PurchaseOrder

    Convert a SalesOrder into a PurchaseOrder

    Business Mapping - Field Mapping

    MajorLabel

    salesorder purchaseorder conversion
  • Invoice2CobroPago Amount Due

    Copy Amount Due field instead of Total Amount when adding Payments to Invoice in coreBOSCRM

    Business Mapping - Field Mapping

    JPL TSolucio, S.L.

    payment invoice partial payment
  • PurchaseOrder_FieldDependency

    This map fills in the Purchase Order Billing address when a vendor is selected

    Business Mapping - Field Mapping

    JPL TSolucio, S.L.

    vendor purchaseorder
  • Convert Country field to picklist

    This change will convert country fields on Accounts, Contacts, Vendors, Leads and Inventory modules into shared picklists.

    change -

    JPL TSolucio, S.L.

    inventory country picklist Account Contact Vendor Lead
  • Convert State field to picklist

    This change will convert state fields on Accounts, Contacts, Vendors, Leads and Inventory modules into shared picklists.

    change -

    JPL TSolucio, S.L.

    inventory state picklist Account Contact Vendor Lead
  • Select User for Calendar Follow up

    Add secondary user picklist to Calendar to permit assigning the follow-up task to another user.

    enhancement -

    JPL TSolucio, S.L.

    Calendar Follow-up User
  • Separate Account and Contact field on Payments

    This enhancement will add a new Account field on the Payments module.

    enhancement -

    JPL TSolucio, S.L.

    Payments CobroPago RelatedTo separate Account contact
  • Separate RelatedTo field on HelpDesk

    This enhancement will separate the Account/Contact RelatedTo field on the HelpDesk module.

    enhancement -

    JPL TSolucio, S.L.

    HelpDesk RelatedTo separate Account Contact
  • Separate RelatedTo field on Potentials

    This enhancement will separate the Account/Contact RelatedTo field on the Potentials module.

    enhancement -

    JPL TSolucio, S.L.

    Potentials RelatedTo separate Account Contact
  • Separate RelatedTo field on Projects

    This enhancement will separate the Account/Contact RelatedTo field on the Projects module.

    enhancement -

    JPL TSolucio, S.L.

    Projects RelatedTo separate Account Contact
  • Relate Projects with Quotes, Sales Orders, Purchase Orders and Invoices

    This enhancement will add a Project field on the four inventory modules and the corresponding related list on the Project module.

    enhancement -

    JPL TSolucio, S.L.

    Projects Quotes Sales Orders Purchase Orders Invoices Relate
  • GenDoc: Advanced OpenOffice Merge.

    This extension permits creating advanced templates using OpenOffice or Libre Office which can easily be merged with fields in the coreBOS application and then converted to PDF or used as working documents in the word processor.

    corebos-extension -

    JPL TSolucio, S.L.

    documentation pdf template merge combine labels