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Author Topic: Just a couple of questions.  (Read 1278 times)

htd8097

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Just a couple of questions.
June 28, 2007, 01:07:00 pm
The non-profit organization I am working at is using CiviCRM as a contacts and donor management system and loving it. So far everything is working out great for the most part but I have two questions:

Is there a way to turn off or limit users from viewing the Activities tab on a record? Our organization does not want everyone in the company being able to view the contributions shown in the Activities tab under Activity History for each record. Only certain people will have that privilege, for instance the CFO.

The second question has to deal with CiviMail. We're using exchange for our e-mail server, and it doesn't recognize VERP. If I set up a catch-all mailbox, will the CiviMail work as it should be? At the moment I edited the code to make the tokens point to a specific e-mail address and not use any VERP, but I'd like to get the VERP part of it working.

Thanks.


Dave Greenberg

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Re: Just a couple of questions.
June 28, 2007, 04:30:56 pm
Quote
Is there a way to turn off or limit users from viewing the Activities tab on a record? Our organization does not want everyone in the company being able to view the contributions shown in the Activities tab under Activity History for each record. Only certain people will have that privilege, for instance the CFO.

Wow - that is a great question and I'm surprised it hasn't come up before. You've probably discovered you can prevent users from seeing the Contributions tab - but there is currently no permissioning capability on the Activity History listings (which do contain contribution entries).

In 1.8 you'll be able to set a preference to hide the Activities tab from ALL users - which might be ok for your organization. Granular permissioning on Activity History is not yet on the roadmap. A patch would certainly be welcome - let us know if you want to take that on.

If you really need a work-around today - you could create a custom version of templates/CRM/Contact/Page/View/Tabbed.tpl which has a conditional to NOT display the tab if it's Title is "Activities".

Someone else will need to chime in on your CiviMail question :-)
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Piotr Szotkowski

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Re: Just a couple of questions.
June 28, 2007, 11:07:27 pm
Quote from: htd8097 on June 28, 2007, 01:07:00 pm
The second question has to deal with CiviMail. We're using exchange for our e-mail server, and it doesn't recognize VERP. If I set up a catch-all mailbox, will the CiviMail work as it should be?

I’m not sure I understand the issue here. You have to route incoming emails to CiviMail (or, more precisely, CiviCRM’s SOAP interface) in some way, but it’s up to you whether you’ll use your SMTP inbound server + VERPs + AMaViS for this, a catch-all address + imap2soap or something else.
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Piotr Szotkowski

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Re: Just a couple of questions.
June 28, 2007, 11:09:57 pm
Or, to clarify a bit more: the VERPs are used by both approaches (AMaViS and imap2soap),  but on the actual ‘to SOAP’ step; how the CiviMail-bound emails get through your SMTP server is up to you (whether it’s a catch-all address or something else).
If you found the above helpful, please consider helping us in return – you can even steer CiviCRM’s future and help us extend CiviCRM in ways useful to you.

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  • Old sections (read-only, deprecated) »
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  • Just a couple of questions.

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