• Users that are not UPiCRM Admins are unable to save Lead Management Comments from the Lead Management page. Other edit functions such as lead status do work. We have added the actions column as well and it states saved successfully, however we refreshing the page the comments are empty again. Admin users do not have this issue.

Viewing 10 replies - 1 through 10 (of 10 total)
  • Plugin Author Upi

    (@upi)

    Hello!
    I tried to simulate your situation by changing the rights, but in my case this did not happen.Can you describe in more detail?
    What are the WordPress permissions of your user?

    Thread Starter foxbuntu

    (@foxbuntu)

    This user fails-
    Wordpress Permissions: subscriber
    UPICRM Permissions: user

    This User works as expected-
    Wordpress Permissions: admin
    UPICRM Permissions: admin

    Is my process correct?
    User Access to UPICRM > Lead Management
    Add Comments to “Lead Management Comments” Column
    Click “Save” in Actions Column

    *Page Refresh/Browse to new page and return/Modify Lead Status results in blank Comments Column*

    Plugin Author Upi

    (@upi)

    Yes, your process is correct.Have you tested this in different browsers? And the version of the plugin you have actual? It seems very likely to me that there are limitations in the settings of WordPress, or another plug-in contributes to this. Try changing settings and deactivating other plug-ins for a while.

    Thread Starter foxbuntu

    (@foxbuntu)

    After further testing I discovered they are saving the comments, however when it saves the comments, it removes the status and assigned user on the lead causing it to disappear from the user’s view. I have tested it with multiple browsers.

    Thread Starter foxbuntu

    (@foxbuntu)

    I just updated to Version 2.1.8.4 and reran all of the testing, both with plugins enabled and disabled.

    Now there are two issues:
    1) UPIUser Level is seeing Leads not assigned to them
    2) When saving lead management comments, the assigned to and status get reset. It appears to assign the lead to the first user in the list, and the status to [blank]

    I have tested this in both Google Chrome (59.0.3071.71) and Internet Explorer 11. It now acts the same for both the User and Admin level.

    Plugin Author Upi

    (@upi)

    1) UPIUser Level is seeing Leads not assigned to them

    This is true, the user can assign himself.

    2) When saving lead management comments, the assigned to and status get reset. It appears to assign the lead to the first user in the list, and the status to [blank]

    The situation described by you is not correct. Because I can not reproduce it, I just can not say what the problem is, but I can assume that javascript works incorrectly. Perhaps the impact of third-party software? If possible, give me access, I’ll try to help.

    Thread Starter foxbuntu

    (@foxbuntu)

    Sorry for my slow reply, I was traveling recently.

    I have taken some time to debug this myself and made the following changes and everything is working as expected now. Please confirm if these changes are ok:

    upicrm_admin_lists.php
    Line 93:
    Was:
    $getLeads = $UpiCRMLeads->get(0, 0, 0, 'DESC', $check_date);
    Changed To:
    $getLeads = $UpiCRMLeads->get($userID, 0, 0, 'DESC', $check_date);

    Line 398:
    Was:
    foreach ($arr as $key2 => $value) { ?><td data-belongs="<?php echo $key;?>[<?php echo $key2; ?>]"><?php
    Changed To:
    foreach ($arr as $key2 => $value) { ?><td name="<?php echo $key2; ?>_<?php echo $leadObj->lead_id; ?>" data-belongs="<?php echo $key;?>[<?php echo $key2; ?>]"><?php

    Line 788 (Between ‘remarks’ and ‘var data {‘):
    Added:

                    if (user_id == '' || typeof user_id == 'undefined'){
    		   var currentUser = $j("td[name='user_id_"+lead_id+"']").html(); 
    		   var currentStatus = $j("td[name='lead_status_id_"+lead_id+"']").html(); 
    		   user_id = $j("option").filter(function() {
      			return $(this).text() === currentUser;
    		   }).first().attr("value");
    		   lead_status_id = $j("option").filter(function() {
      			return $(this).text() === currentStatus;
    		   }).first().attr("value");
    		}
    • This reply was modified 7 years, 5 months ago by foxbuntu.
    • This reply was modified 7 years, 5 months ago by foxbuntu.
    Plugin Author Upi

    (@upi)

    This code correct. But better reinstall plugin.

    Thread Starter foxbuntu

    (@foxbuntu)

    So you have added this to the newest update but we will need to uninstall/reinstall to update properly?

    Plugin Author Upi

    (@upi)

    Make a backup and try ??

Viewing 10 replies - 1 through 10 (of 10 total)
  • The topic ‘UPICRM Users unable to save comments’ is closed to new replies.