CRM For WHMCS
From ModulesGarden Wiki
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| | Additionally, you can easily configure access to the clients' information depending on the admin role. | | Additionally, you can easily configure access to the clients' information depending on the admin role. |
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| − | ==Configuration== | + | ==Settings== |
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| − | |style="padding: 10px 0px 15px 15px;"|In '' 'Configuration' '' page you can manage tooltip configurations and add new ones.<br /> | + | |style="padding: 10px 0px 15px 15px;"|Due to wide variety of possible configuration of CRM For WHMCS, we starts the '' 'Management' '' section with '' 'Settings' '' section to explain them to you. |
| − | Each configuration can have multiple admin roles assigned while one admin role can be assigned to only single configuration only.<br />
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| − | As you can see on the following screen, you can view a list of enabled widgets and assigned admin roles.
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| | |} | | |} |
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Revision as of 16:06, 24 November 2014
| CRM For WHMCS is a module
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| ✔ Supports WHMCS V5 and Later
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Installation
This tutorial will show you how to successfully install and configure CRM For WHMCS.
We will guide you step by step through the whole installation and configuration process.
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Installation
| 1. Log in to your client area and download CRM For WHMCS.
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2. Upload and extract the module into the main WHMCS directory.
Files in your WHMCS directory should look like on the following screen.
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3. When you install CRM for the first time you have to rename 'license_RENAME.php' file.
File is located in 'modules/addons/mgCRM/license_RENAME.php' . Rename it from 'license_RENAME.php' to 'license.php' .
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4. In order to configure your license key, you have to edit the previously renamed 'license.php' file .
Enter your license key between quotation marks as presented on the following screen. You can find your license key in your client area → 'My Products' .
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5. Additionally, set up 'uploads' folder as writable.
Folder is located in 'your_whmcs/modules/addons/mgCRM/' .
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Activate The Addon
6. Now you have to activate the module in your WHMCS system.
Log in to your WHMCS admin area. Go to 'Setup' → 'Addon Modules' . Afterwards, find 'CRM' and press 'Activate' button.
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7. In the next step you need to permit access to this module.
To do so, click on 'Configure' button, tick 'Full Administrator' and press 'Save Changes' .
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Basic Configuration
8. Now, you have to set up cron job. Cron job can be found at CRM addon → 'Settings' → 'Cron'.
We advice to set up the cron as often as you wish to send email notifications.
Recommended interval is each 5 minutes.
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9. You have just successfully installed CRM For WHMCS!
You can access your module at 'Addons' → 'CRM' .
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Configuration and Management
| CRM For WHMCS is a module which allows you to quickly display clients' details across the WHMCS.
Additionally, you can easily configure access to the clients' information depending on the admin role.
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Settings
| Due to wide variety of possible configuration of CRM For WHMCS, we starts the 'Management' section with 'Settings' section to explain them to you.
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Tips
Common Problems
| 1. When you have problems with connection, check whether your SELinux or firewall does not block ports.
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