CRM For WHMCS

About CRM For WHMCS

CRM For WHMCS is a module

• Addon Module Features:

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• General Info:

✔ Multi-Language Support

✔ Supports WHMCS V5 and Later

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.

Installation

1. Log in to your client area and download CRM For WHMCS.

File:CRM 1.png

2. Upload and extract the module into the main WHMCS directory. Files in your WHMCS directory should look like on the following screen.

File:CRM 2.png

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' .

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' .

5. Additionally, set up 'uploads' folder as writable. Folder is located in 'your_whmcs/modules/addons/mgCRM/' .

File:CRM 5.png

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.

File:CRM 6.png

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' .

File:CRM 7.png

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.

File:CRM 8.png

9. You have just successfully installed CRM For WHMCS! You can access your module at 'Addons' → 'CRM' .

File:CRM 9.png

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.

Settings

Due to wide variety of possible configurations, we starts the 'Management' section with 'Settings' sub-section to explain them to you. In 'Settings' page of the module you can check current module status, enable major features and define follow-ups settings.

File:CRM 10.png

Under Module Status you can find current status of: Integration with Asterisk VoIP Center For WHMCS Cron job setup Amount of CRM email templates Chmod of storage folder used by the module General Settings enables you to decide whether to enable potentials, quotations and admin assignment across the CRM.

File:CRM 11.png

Follow-ups Settings allows you to define follow-up types (used to sort follow-up in the Lead/Potential page) and email templates used for admin notifications. You can set up admin notification email templates upon creation of a new follow-up, edition of a follow-up and sending follow-up to the client. 'Note: You can define which notifications should be send upon a creation of a follow-up.

File:CRM 12.png

API

Our module allows you to connect with it and command various operation through API. All available commands are listed in the 'API' page which can be accessed in 'Settings' → 'API'.

File:CRM 13.png

Cron

In 'Cron' page you can find all the information about the cron such as its path, last run date and interval between cron runs.

File:CRM 14.png

Custom Fields

'Custom Fields' enables you to define custom fields for Lead and Potential, and define whether they are required or not. Additionally, you can manage existing fields and change their order through using buttons in the 'Actions' column. To add a new field, press 'Add New Field' .

File:CRM 15.png

Each field regardless of its type has its name, description, visibility in Lead and Potentials details, and obviously its type. Additionally, depending on the chosen type there are additional options available: text - 'Required For Lead' , 'Required For Potentials' , 'Validation Regex' and 'Validation Error'. textarea - 'Required For Lead' , 'Required For Potentials' , 'Validation Regex' and 'Validation Error'. dropdown - 'Field Options' . checkbox - this field type has no additional options.

File:CRM 16.png

Field Views

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Common Problems

1. When you have problems with connection, check whether your SELinux or firewall does not block ports.