General Informations(22)

• System Update(2)

• Installation(6)

• Quick Installation & Getting Started Tutorial
• 404 Not Found After Installation
• Manually Update
• System Language
• Migrate to another domain/hosting
• Server Requirements
• Switch to HTTPS URL After Installing to HTTP

Setup & Configuration(33)

• Payment Gateways(7)

• Setup cPanel Cron Job
• Quick Installation & Getting Started Tutorial
• Import Leads From WordPress Contact Form 7
• Google Configuration / Features
• Setup Realtime Notifications with Pusher.com
• Setup Web to Lead Form
• System Language

Modules(13)

• Introduction to Adlis ERP-CRM Dev. modules
• Module Basics
• Module File Headers
• Create Menu Items
• Common Module Functions
• Module Security
• Module as Payment Gateway

Common Issues & Troubleshooting(12)

• 404 Not Found After Installation
• TCPDF ERROR: [Image] Unable to Get the Size of the Image
• Can’t Login to Admin Area?
• Security Header Not Valid When Setting up Paypal
• Permissions Problem on Installation (shown as non-writable even if they are writable)
• Staff Members Not Receiving Email When New Ticket Is Created or Reply Is Posted
• Payment Modes Not Shown on Invoice

Changelog(95)

Email Config & Templates(5)

• Email/SMTP Configuration
• Email Templates
• AWS Email SMTP Setup
• Email Queue

Customers(10)

• Sending proposal to customer or lead
• New Customer Contact
• New Customer
• Customer admins
• Customers Registration
• Reports
• Exporting Customers Invoices/Estimates/Payment to ZIP

Sales(25)

• Invoices(7)

• Estimates(6)

• Proposals(5)

• General/Setup(7)

• Subscriptions
• Currencies
• Sending proposal to customer or lead
• Add Items/Products
• Payment Modes
• Recurring Invoice
• Send Invoice to Email

Projects(10)

• Add New Project Status
• New Project
• Timesheets
• Invoicing Project
• Disallow project members to see all project tasks
• Pin Projects
• Finance Overview

Tasks(9)

• Add New Task Status
• Recurring Tasks
• Disallow project members to see all project tasks
• Task Timesheets
• Create New Task
• Bill Tasks
• Linking task to features

Support Tickets(17)

• Email Piping / Auto Importing Tickets
• Setup Ticket Form
• Departments
• Ticket Services
• Ticket Email Templates
• Auto Close Tickets
• Allowed file extensions

Leads(11)

• Import Leads From WordPress Contact Form 7
• Setup Web to Lead Form
• Leads email integration
• Sending proposal to customer or lead
• Convert Lead to Customer
• Create New Lead
• Lead Sources

Expenses(5)

• Record Expense
• Expense Reports
• Creating Recurring Expense
• Billable Expense
• Converting Billable Expense to Invoice

Contracts(4)

• Contracts Templates
• New Contract
• Contract Expiry Notification
• Renewing Contract

Knowledge Base(3)

• Disabling Knowledge Base
• New Knowledge Base Article
• New Knowledge Base Group

Surveys(7)

• Creating mail lists
• Sending surveys
• New Survey Questions
• Including mail list custom fields
• Viewing survey results
• New Survey
• Sending survey to mail lists

Customization(14)

• PDF Customization
• Add Full Size Login Background Image
• Customers Templates
• Action Hooks
• Overwrite Translation Text
• Applying custom CSS styles
• Edit view files without messing the core view files