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 Forum: Help
 7/17/2015 11:52 AM  
Title: Re: Backup
 
There is a Database Backup option on the Admin page.  The system should automatically create a backup once a week. Most layouts can also be exported as SQL using the Export button.  The exported file would require SQL Server Studio to be re-applied.  
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 7/17/2015 4:15 AM  
 
My best guess would be that your email server is rejecting any emails sent from your new CRM server.  Exchange Server does this to for security purposes. What email server are you using?  
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 Forum: Bugs
 7/17/2015 3:56 AM  
 
Agreed.  The place to fix the problem is in  ~/_code/EmailUtils.cs CheckInbound() at around line 1439. Look for the following loop     foreach ( DataRowView rowInbound in vwINBOUND_EMAILS_Inbound ) Place the entire contents inside a try/catch and log the error usi...
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 Forum: Developers
 7/14/2015 1:44 PM  
 
Login as an administrator. Navigate to Admin page using link in upper right. Select Manage Layout under Studio panel. Select Grid View Layout. Expand Contacts node in tree of layout views. Select Export under Contacts node. Click the Create button. Ke...
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 Forum: Developers
 7/13/2015 2:07 PM  
 
You can specify fields to be exported in the Contacts module by adding them to the GridView layout Contacts.Exports in the admin Manage Layouts area.  If the field you want to export is not available in the Contacts table, then you may need to create a report so that you can join to the Acco...
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