From version 2.2.0 Google configuration is moved into a separate config tab in Setup->Settings->Google, this will allow a clear overview of all related Google config and features integrated into Adlis ERP-CRM Dev.. In order to start configuring your Google Adlis ERP-CRM Dev. related features, you will need to create (in case you don’t have one till now) […]
Category: Setup & Configuration
SMS Provider
Starting from version 1.9.8 Adlis ERP-CRM Dev. will support sending SMS via SMS providers for limited actions. To configure SMS navigate to Setup->Settings->SMS and chose the SMS gateway you want to activate, fill the config credentials and make sure that you actually activated this provider. The SMS gateways config is really simple, in most SMS gateways […]
Country Specific Config Options
In this article, we will cover some country-specific available configurations in Adlis ERP-CRM Dev., feel free to apply them in your Adlis ERP-CRM Dev. installation if they fit your needs. Date Format and Time Format Date and time format can be easily changed by navigating to Setup->Settings->Localization Company Information Format Your company information format can be changed in […]
Import Leads From WordPress Contact Form 7
Adlis ERP-CRM Dev. has the ability to import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7 together with the Email Integration feature which is built in Adlis ERP-CRM Dev.. The process is very easy, once you configure the contact form to be compatible with the email integration, you […]
Setup Ticket Form
Embeddable ticket form in Adlis ERP-CRM Dev. is a predefined form for tickets added in version 1.8.0 which you can add to your websites with an iframe and when a user submits the form the ticket will automatically open a ticket in the system. You can use this form eq for a way your customers to […]
Setup Realtime Notifications with Pusher.com
This option is for real-time notifications, which means that you won’t need to refresh the page in case there is a notification. Before, when new notifications for a user was added you needed to refresh the page in order the notifications to be updated. Now in this case the notification will be real time and […]
Add New Project Status
NOTE: This feature is available starting from version 1.6.2 By default Adlis ERP-CRM Dev. ships with 5 predefined statuses, Not Started, In Progress, On Hold, Cancelled, Finished but you can inject new statuses with simple action hook to fit for your needs. We assume that you have some basic knowledge of reading php code for this article […]
Add New Task Status
NOTE: This feature is available starting from version 1.6.2 By default Adlis ERP-CRM Dev. ships with 5 predefined statuses, Not Started, In Progress, Testing, Awaiting Feedback, Complete but you can inject new statuses with simple action hook to fit for your needs. We assume that you have some basic knowledge of reading php code for this […]
Quick Installation & Getting Started Tutorial
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Create Staff Member
To create new staff member/agent in your Adlis ERP-CRM Dev. installation navigate to Setup->Staff and click on the button New Staff Member Not Staff Member – Read more here about this field Firstname Lastname Email Hourly Rate – Hourly rate for staff member is used if you need to pay your staff based on the total […]