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Former Member
Apr 07, 2008 at 10:33 PM

New theme for download - WebCRM theme!

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Use this theme for your WebCRM only installations. Contains a heading and a login slot, with no create new user area. Perfect for implementations where commerce is not necessary, and also for you to publish a URL for the remote CRM users in the company to go to directly, without having to navigate your commerce site to create quotes, orders, opportunities, etc.

As a second step, also consider editing the login webflow so that users within the Account Type 'Internal' will be automatically forwarded to the admin/default.aspx page or the admin/focus/today.aspx page.

Steps:

- Download and install webcrm theme(instructions on www.businessoneecommerce.com)

- Preview the theme from the Theme List page by clicking the "glasses" icon

- Copy the URL of the new window, this will be the URL you give to the people using CRM only to save as a bookmark

- Edit the login webflow

-- Go to Layout - Web flow

-- Choose login from the dropdown, then click new icon

-- Source page enter 'common/accounts/login.aspx'

-- Next page enter 'admin/focus/today.aspx '

-- Choose Internal from the Account Type dropdown

-- Save

Now when you go to that URL and login as an internal user you will automatically be forwarded to the today calendar in the admin, no matter what security role assigned to your user.

[WebCRM Theme download|http://www.businessoneecommerce.com/themearchives/webcrm.zip]