Difference between revisions of "Leaders CRM: Known Bugs"
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m (→VERIFIED BUG: No way to add nonexisting contact to company) |
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'''Applies to:''' Bug Verified on version 0.8.13 (alpha) Friday, February 15, 2008 | '''Applies to:''' Bug Verified on version 0.8.13 (alpha) Friday, February 15, 2008 | ||
− | '''Suggested Workaround:''' Create the new company contact as a candidate, then goto company detail, add user as company contact and uncheck box is candidate making the user not a candidate and only a company contact. | + | '''Suggested Workaround:''' Create the new company contact as a candidate, then goto company detail, add user as company contact and uncheck box is candidate making the user not a candidate and only a company contact. Below are the detailed steps: |
+ | |||
+ | Add New Company Contact Workaround: | ||
+ | |||
+ | 1. On the QAB (Contacts Quick Access Bar) select INSERT and "New Candidate" from the drop down menu. | ||
+ | |||
+ | 2. Enter the company contact information in the "Candidate Detail" dialog window. Then click OK. | ||
+ | |||
+ | 3. On the QAB select VIEW and "All Contacts" from the drop down menu. | ||
+ | |||
+ | 4. Find and select the name of the new company contact record that you created. Select it and open it with a double click or by clicking the Ok button. | ||
+ | |||
+ | 5. Now in the "Contact Detail (Candidate/Company)" dialog window unlock the record and click once on the contact's first or last name. Then look for the "Contact Options" area of the dialog window and uncheck the "Candidate Contact" box and apply a check to the "Company Contact" box. | ||
+ | |||
+ | 6. In the same "Contact Detail (Candidate/Company)" dialog window make sure that under the "Contact Company" area that you have the correct company assigned to the company contact. | ||
+ | |||
+ | Essentially what you have done is created a Candidate, and then converted that candidate to a company contact. Now the contact will be a company contact. | ||
'''Resolution ETA:''' none specified | '''Resolution ETA:''' none specified |
Revision as of 08:21, 4 April 2008
Contents
- 1 Candidate Detail
- 1.1 0000 RESOLVED BUG: Won't Accept Underscore in Email Username
- 1.2 1002 RESOLVED BUG: Cannot blank out or remove company name
- 1.3 ENHANCEMENT: Skills Data Picklists Should be Alphabetized
- 1.4 ENHANCEMENT: Supplement Skills List With More .NET Languages
- 1.5 1000 RESOLVED BUG: Duplicated Contact Note
- 2 Contact Detail (Candidate / Company)
- 3 Company Detail
- 4 BUG SUBMISSION
Candidate Detail
0000 RESOLVED BUG: Won't Accept Underscore in Email Username
Bug Description: In the candidate section, the box where you put their email address changes it. So far I have seen it take out the underscore symbol "_" it just removes it entirely so all emails with an underscore cannot be entered in here. HUGE bug I wish could be fixed soon. txs.
Applies to: version 0.8.14 (alpha)
Suggested Workaround: none
Resolution ETA: ISSUE RESOLVED. Fixed as of version 0.8.19 (alpha)
1002 RESOLVED BUG: Cannot blank out or remove company name
Bug Description: If you want to change the candidate's employeer company name from a company to "nothing" such as blanking out the field, the program will not allow it. There needs to be a way to unassign the company from the candidate without assigning a new company.
Applies to: Bug Verified on version 0.8.3 (alpha)
Suggested Workaround: none
Resolution ETA: ISSUE RESOLVED. Fixed as of version 0.8.16 (alpha)
ENHANCEMENT: Skills Data Picklists Should be Alphabetized
Bug Description: Selecting the skills to assign to a Canidates Employment Data profile may be made easier for the end user by having the Skills in the drop down selection list alphabetized. They are currently not in alphabetical order.
Applies to: Verified on version 0.8.3 (alpha)
Suggested Workaround: Start typing the desired skill. The Picklist drop down does support Auto-Complete.
Resolution ETA: 2/4/2008
ENHANCEMENT: Supplement Skills List With More .NET Languages
Bug Description: Add more programming languages to the skills picklist.
Applies to: Verified on version 0.8.3 (alpha)
Suggested Workaround: none
Resolution ETA: 2/6/2008
1000 RESOLVED BUG: Duplicated Contact Note
Bug Description: When you click "Add Note" and create a new note, then click "Apply", then click "Ok" the note will be dupliced. Two identical notes will appear in the Contact Notes area of the Candidate Detail page.
Applies to: Bug Verified on version 0.8.2 (alpha)
Suggested Workaround: Do not click the APPLY button after creating a new note. Simply click OK to save the new note.
Resolution ETA: ISSUE RESOLVED. Fixed as of version 0.8.12 (alpha)
Contact Detail (Candidate / Company)
1001 RESOLVED BUG: Contact Options Checkboxes Remain Locked
Bug Description: After clicking the checkbox to unlock fields for editing, then going to click on either checkbox under the Contact Options area, they remain locked and will not allow their state to be altered.
Applies to: Bug Verified on version 0.8.2 (alpha)
Suggested Workaround: Click on any of the text fields and then attempt to click on the checkboxes under teh Contact Options area. Clicking a text field first will unlock the check boxes.
Resolution ETA: ISSUE RESOLVED. Fixed as of version 0.8.15 (alpha)
Company Detail
VERIFIED BUG: No way to add nonexisting contact to company
Bug Description: If you need to create a company contact that isn't already in the system from the Company detail tab.
Applies to: Bug Verified on version 0.8.13 (alpha) Friday, February 15, 2008
Suggested Workaround: Create the new company contact as a candidate, then goto company detail, add user as company contact and uncheck box is candidate making the user not a candidate and only a company contact. Below are the detailed steps:
Add New Company Contact Workaround:
1. On the QAB (Contacts Quick Access Bar) select INSERT and "New Candidate" from the drop down menu.
2. Enter the company contact information in the "Candidate Detail" dialog window. Then click OK.
3. On the QAB select VIEW and "All Contacts" from the drop down menu.
4. Find and select the name of the new company contact record that you created. Select it and open it with a double click or by clicking the Ok button.
5. Now in the "Contact Detail (Candidate/Company)" dialog window unlock the record and click once on the contact's first or last name. Then look for the "Contact Options" area of the dialog window and uncheck the "Candidate Contact" box and apply a check to the "Company Contact" box.
6. In the same "Contact Detail (Candidate/Company)" dialog window make sure that under the "Contact Company" area that you have the correct company assigned to the company contact.
Essentially what you have done is created a Candidate, and then converted that candidate to a company contact. Now the contact will be a company contact.
Resolution ETA: none specified
BUG SUBMISSION
Submit your bugs in the discussion area. Allow the developer to verify and move bug to this page.
Follow this link Talk:Leaders CRM: Known Bugs for the discussion area to submit your bug.
Please use the following format:
Bug Description:
Applies to:
Suggested Workaround:
Resolution ETA: