Search found 15 matches

by christopher
Wed Sep 25, 2013 3:01 am
Forum: Cyclos Bug - problem reporting
Topic: Account Overview info in home.
Replies: 1
Views: 3544

Account Overview info in home.

Hello, I would like to change the Account Overview from /accounts/details/accountOverview.jsp to /general/memberHome.jsp Being able to see the account overview just below the news after the login. I tried to copy the script and the code but no account information was retrieved to the Home. Why? Plea...
by christopher
Mon Jun 11, 2012 2:59 pm
Forum: Functionality & Features
Topic: PDF option next to save and print in Account information.
Replies: 0
Views: 968

PDF option next to save and print in Account information.

It would be nice to have a PDF icon next to the save and print icons in the account information.

Best,
by christopher
Mon Jun 11, 2012 2:56 pm
Forum: Functionality & Features
Topic: Monthly summary PDF and send it to the email
Replies: 3
Views: 2201

Monthly summary PDF and send it to the email

Hello,

It would be a nice feature to enable an option in the administration to send by email a summary of the monthly transactions in a PDF.

Best,

Chris
by christopher
Thu Jun 07, 2012 6:54 pm
Forum: Cyclos Bug - problem reporting
Topic: Can't change username
Replies: 1
Views: 1040

Can't change username

I'm unable to change the username.

I gave permissions to an account administrator group to change member username. Then when I go to edit the profile of the member It won't let me change the username. This is when system generates a random number.
by christopher
Thu Jun 07, 2012 6:50 pm
Forum: Functionality & Features
Topic: Making an account type inactive
Replies: 1
Views: 1110

Re: Making an account type inactive

You'll need to create a different group where you don't associate the one you want as inactive.

You can set this at the bottom of the page when you edit the Group. Don't forget to add the proper permissions in order to make transactions with the other group.

Best,
by christopher
Tue Jun 05, 2012 2:09 am
Forum: Functionality & Features
Topic: Custom Field in transaction type
Replies: 1
Views: 1966

Re: Custom Field in transaction type

Found it. There is an option below that says link existing custom field.
by christopher
Tue Jun 05, 2012 2:06 am
Forum: Functionality & Features
Topic: Change text of Invitation email?
Replies: 2
Views: 1166

Re: Change text of Invitation email?

On the Left menu, you'll find Translation and there E-mail.

Best,
by christopher
Mon Jun 04, 2012 2:44 am
Forum: Functionality & Features
Topic: Custom Field in transaction type
Replies: 1
Views: 1966

Custom Field in transaction type

hello! I configured a transaction type for each channel in order to have accurate statistics. I needed to add a custom field for each transaction type called invoice number. So I know which invoice was made through which channel. Everything till here ok! When I want to see reports I see as many invo...
by christopher
Tue Dec 06, 2011 10:19 pm
Forum: Cyclos Bug - problem reporting
Topic: help in Charge Back
Replies: 0
Views: 1123

help in Charge Back

Hello, I need help in how to use the charge back. I read the manual but not enough. Under group permissions, lets say Full brokers I try to activate the trade transfer chargeback for full members and after I click in submit changes I see that it didn't activate. Previously I activated under permissi...
by christopher
Mon Dec 05, 2011 8:42 pm
Forum: Functionality & Features
Topic: Select user identification to do transaction on channels
Replies: 3
Views: 3141

Select user identification to do transaction on channels

hello, It would be great when a member wants to do a transaction instead of the login and name fields make only one field that recognizes these and also custom fields that could be mobile phone / email, but the member will only type one. One solution will be that you can select this from Settings ->...
by christopher
Wed Nov 30, 2011 3:49 pm
Forum: Cyclos Bug - problem reporting
Topic: Transaction fee
Replies: 2
Views: 1281

Transaction fee

Cyclos 3.6 RC 2

I downloaded the standalone version.

If I try to add or modify a transaction fee in a transaction type it appears an alert:

There was an error while processing your request.

Best regards,
by christopher
Thu Nov 17, 2011 2:04 pm
Forum: Functionality & Features
Topic: Transaction fee in other currency
Replies: 3
Views: 1414

Where

Where do I select transaction type for other currency?
by christopher
Thu Nov 17, 2011 1:42 pm
Forum: Functionality & Features
Topic: Transaction fee in other currency
Replies: 3
Views: 1414

I still can't

hello, I tried and no success. I enabled the transaction fee. (under a new account in dollars currency) I associate the new currency (dollars) with the group. I also tried giving a loan in the dollar currency to the member who will pay the transaction fee. What I am missing? What I am doing wrong? B...
by christopher
Tue Nov 15, 2011 1:09 pm
Forum: Functionality & Features
Topic: Transaction fee in other currency
Replies: 3
Views: 1414

Transaction fee in other currency

Hello, I would like to implement cyclos with my LETS system. More specifically for every member there is an account with Units and dollars. What I would like to make is for every transaction made with Units there is a percentage charge with dollars. I tried to configure it but I haven't made it. If ...
by christopher
Tue Jul 26, 2011 10:30 pm
Forum: Cyclos Bug - problem reporting
Topic: Discard Loan
Replies: 1
Views: 1127

Discard Loan

hello,

After I grant a loan to a user and then I want to discard the loan, I click over discard loan and effectively it says "The discarding was succesfully processed" . But then when I go to see the account balance it didn't remove the loan balance. Why?

Best regards,