The default adminstrator account is configured with:
username admin
password admin
Reset the password to 'admin' with this database query:
UPDATE `System__users` SET `password` = '{SMD5}49d775b4af2d80646cf6a6a1430cd377fdb577b85'
WHERE `System__users`.`id` = 1;
You should then login to the application and change you password to something secure.
Yes. You can install Browser CRM over FTP to your web server.
We have an FTP installer (which is a Windows executable file) available from our download page http://www.browsercrm.com/download
You should be able to easily install Browser CRM on any ISP or Webhost.
There are various options for sending mail from Browser CRM. They include via the PHP mail() function, direct to sendmail, SMTP on another server or authenticated SMTP.
The most suitable option will depend on your server location. Our technical team can recommend the best for you.
Browser CRM will receive mail from any existing POP account, just like a desktop email program such as Outlook or Eudora.
The difference from Outlook is that once mail is read by Browser CRM, it is logged against any existing contact or you can make a new contact. You can also choose to make mail readable by a whole team, for example with support@company.com.
BrowserCRM stores emails as files in the /data directory. The exact location is
/data/mail/0/* /data/mail/1/* etc
You need to ensure the data directory is readable & writeable by your web server (usually Apache).
This depends only on your server settings. The PHP parameter memory_limit can be increased to suit.
Email can be filtered using the advanced filter function. Filtered lists can then be saved as bookmarks. Email can be managed using 'action required' and then 'mark as not required' to remove from the list. All email is stored in the database and can be searched. It is a similar system to Gmail - the benefit is you don't have to spend time sorting all your email as you can search for any message in your incoming and outgoing mail.
Platinum is a full service web hosting contract which is custom built per client and may include a wide range of web tools and services depending on your requirements.
Platinum may include a hosted shared or dedicated server or be managed on your own in-house server. Services may include user & FTP management, website design & management, website integration with BrowserCRM, email configuration and management, DNS management and other web applications such as webmail, forums, blog and wiki applications.
You need to enable the PHP module php_imap.
The php_imap module provides the mail functionality in PHP (including POP mail).
This module is not enabled in some PHP installations, especially in Windows and WAMP installations
in the php.ini file look for
;extension=php_imap.dll
uncomment this line by removing the semicolon:
extension=php_imap.dll
Then restart your web server.
Most likely you need to increase your PHP memory_limit parameter.
See Configure PHP
We have a completely open MySQL database so you are never locked in.
You can export any module data to CSV/Excel format which you can then import into another application.
Beyond that, you have complete access to the full MySQL database structure so you can access absolutely all of your BrowserCRM data.
There is no automated feature, or one-click solution for this.
To manually convert:
-View the Opportunity.
-Select all the text in the Opportunity description (and/or title field) and copy.
-Next to the contact name is a small dropdown arrow. Click this and select 'New Job'
This takes you to the New Job form with the contact field already set.
-Paste the Opportunity description into the Job Description field.
-Complete the rest of the New Job form.
-Click 'Submit' to save the new job.
Not at this time. The database is completely open, so you can plug in anything.
Yes, it's easy to add menu items to extend the structure. We can assist with this.
Yes. The hourly rate is $140.
No. It's 100% visible source.
Go to Settings | User Groups & Permissions. Create a group for your sales guys.
Leads are a category of People/Companies. The Opportunities module probably covers Deals - you can customize that.
It is found in Settings - Installation Settings - Manage Installation.
In /cache, it writes a build of all the config files for faster loading.
It is unlikely you need to worry about this unless your settings get out of sync, like if you move an installation or change the config.inc.php file.
This happens when an existing Opportunity (or Memo, Task, etc) are linked to Contacts. These Contacts have Lock Permissions checked. This means all permissions are driven by the Contact record and cannot be changed at the Opportunity level.
You can unset Lock Permissions or change the contact permissions.