To-Do-List

SuiteCRM Forum - English Language Advanced OpenSales, Workflow, Portal support
1

Hello,
I’m really new in this business, so I have some questions:

What are Targets, Tasks and Cases for?
I’d like to have a sort of “to-do-list” for my sales colleagues e.g. they can see on what Quote/Call they have to work on.

If I export the KReport in CSV file, I always get the wrong date. e.g. the meeting start at 10:00 but when i export the file they suddenly start at 08:00. Is this a excel problem?

Maybe you have a user guide in german?

Best wishes
Nicole

2

Hi,

http://support.sugarcrm.com/Knowledge_Base/

Todolist for me is Tasks. (for me with info you give)

All date is stored in database at GMT.
User preferences define the GMT+1 or more.
Maybe export have a bug or it’s so but in excel you can make a simple function to add x hours.
Maybe in php.ini, you must set the GMT too

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3

and what are Targets and Cases for?

4

NIMO, nobody is going to answer such generic questions in these forums, there are dozens of answers easily discoverable through Google.

There is even a link to the documentation in the previous answer you received…

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