ssossossosso

Forums

Covering OroCRM topics, including community updates and company announcements.  Subscribe

Open-Source CRM software Forums OroCRM OroCRM – Installation/Technical Issues or Problems the tab sales and othe dependency not apear in default installtion

This topic contains 6 replies, has 3 voices, and was last updated by Artem Liubeznyi Artem Liubeznyi 1 year, 11 months ago.

  • Creator
    Topic
  • #8809
    Ibnab
    Ibnab
    Participant

    we install new version of orocrm
    in local machine and in sever but the problem the tab nav and dependency not apear why ?
    orodefault

Viewing 6 replies - 1 through 6 (of 6 total)
  • Author
    Replies
  • #8811
    Yevhen Shyshkin
    Yevhen Shyshkin
    Oro Core

    Hello, Ibnab.

    Please, make sure that you have channel with type B2B – you can check list of your channels in System > Channels. If you don’t have it – please, create new one.

    #8812
    Ibnab
    Ibnab
    Participant

    hello Yevhen Shyshkin , thanks
    it’s new feature ;it’s work but more explain plz ?

    #8813
    Yevhen Shyshkin
    Yevhen Shyshkin
    Oro Core

    Some data in OroCRM should relate to one of channels (come via these channels) – out of the box there are B2B, Magento and custom channels. Sales entities (Leads, Opprtunities etc.) are relate to B2B channel – i.e. if you don’t have any B2B channel, you should not be able to interact with these entities and as a consequence should not be able to see them in menu.

    #8814
    Ibnab
    Ibnab
    Participant

    i now about channel and view some data just after active channel
    but what the vesion for sales tab i can’t understand
    lead and Opprtunities or sales proccess it’s not depend to externe data

    #8815
    Yevhen Shyshkin
    Yevhen Shyshkin
    Oro Core

    Yes, these entities depends on channel itself. But if you create, for instance, new Lead from UI then your B2B channel will be assigned automatically. In OroCRM sales entities have come via B2B channel.

    To check how all this functionality works you can install demo data and play with them.

    #8941
    Artem Liubeznyi
    Artem Liubeznyi
    Oro Core

    Hi Ibnab,

    The Sales tab becomes available only when you add at least one channel to the CRM. Because everyone has a different needs from their CRM, there is no one-fits-all solution for a default sales entity set, and therefore the “clean” installation has none available.

    In order to start working with Leads and Opportunities you need to create a channel of B2B type, as Yevhen suggested. This action will enable these entities in your system.

    Hope that helps. Please do not hesitate to ask if you have any further questions.

    Thanks!

Viewing 6 replies - 1 through 6 (of 6 total)

You must be logged in to reply to this topic.