Error creating potential

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23 Jul 2015 11:06 - 23 Jul 2015 11:57 #3287 by f.alloggio@grupponew.it
Hello, creating a new potential, i can't edit sales stage and can't create the potential.

Is there anything i can do?
Last edit: 23 Jul 2015 11:57 by f.alloggio@grupponew.it.

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23 Jul 2015 12:32 #3288 by matteo.barbieri
Hi F.
Soon a new bug-fix release will be available from sourceforge.net/projects/vtecrm/
as explained in the previous thread.
Please be patient until the update is online and then install it.
Thank you

Also, be sure that
-the status picklist contains correct values
-the advanced status manager is not set
-the user does not have limitations on the status picklist

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23 Jul 2015 12:42 #3289 by f.alloggio@grupponew.it
Hello, thanks. I can confirm 1 & 3 of your reply.

What do you mean for advanced status?

Thanks

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23 Jul 2015 13:36 #3290 by matteo.barbieri
Are you working with the admin user?

The Status Manager (in italian Gestore Stati), if configured, defines linear or complex workflows based on the values of the Status field. It's an advanced tool you find on Settings.

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