BrowserCRM wiki

add_a_custom_field

2010-05-17T23:07:29-06:00

Overview All BrowserCRM fields are dynamic. They are customizable using the Module Editor (go to Settings | Module Editor). Note: the People and Companies module share fields (addresses, phones etc) and these common fields are controlled in the Contact Records module. (This is labelled All Entities in some versions).

administrating_mail

2008-11-04T17:50:32-06:00

Email Management Options Multiple email control features of BrowserCRM permit many options in managing your business or other activities. These features include on / off for Action Required, Checked Out, Hide, Alert, Seen, New, etc. Finding the optimum solution for your operations can be challenging. However, these features permit efficient work integration of many users in multiple locations.

backup_browsercrm_server

2010-03-23T13:50:56-06:00

Backup BrowserCRM Server To backup your BrowserCRM Server installation, you must: backup the database See BrowserCRM database backup and restore backup the application filesystem particularly the directory /data. [details to come]

browsercrm_database_backup_and_restore

2010-05-17T21:51:20-06:00

BrowserCRM database backup and restore There is a wide choice of tools for working with MySQL databases. We recommend: * phpMyAdmin * SqlYog Community Edition * the mysql command line * the control panel at your ISP backup You can easily backup (or 'export') the database using any GUI tool, including phpMyAdmin or SqlYog. Or you can use a MySQL utility called mysqldump from the command line.

configure_php

2010-05-17T23:06:37-06:00

View your PHP configuration You can view the PHP configuration by running a php page with the line: echo php_info(); In BrowserCRM, such a page is provided at: http:///setup/help/phpinfo.php How to change the PHP configuration parameters There are various ways to change the PHP configuration, depending on your server and hosting setup.

configuring_your_server_with_php_and_mysql

2008-10-02T20:40:32-06:00

Configuring your server with PHP and MySQL PHP and MySQL are the only requirements to run BrowserCRM Server. That means you can use any hardware, any operating system that supports PHP and MySQL. This includes Linux, Windows, Mac and FreeBSD and includes 64 bit operating systems.

customizing_webforms

2010-03-23T13:49:07-06:00

Customizing Webforms Using webforms, you can integrate your website with BrowserCRM so that forms from your website post data directly to BrowserCRM. You can see a working example of WebForms on the BrowserCRM online demo. Login to the demo here:

download_browsercrm

2010-03-23T13:50:22-06:00

Download the latest version from There are 3 packages to choose from: 1. The tar.gz package is gzipped for good compression. You can use this package to install on Linux or Windows. 2. The FTP installer is a Windows application that you can run on a Windows machine to install BrowserCRM on any server (Linux or Windows) via FTP. This is useful if you have a shared hosting environment with only FTP access.

entities_companies_and_people

2010-03-23T13:54:05-06:00

BrowserCRM has real-world data model which lets you look at Companies and People separately, or look at them together as 'All Contact Records'. The module 'All Contact Records' includes all Companies and People. This is particularly useful if your customer base is a mix of Companies and People.

extending_a_module_-_edit_form_example

2010-03-23T13:52:21-06:00

Here's how you can customise a module to add custom functionality around the edit form, by sub-classing the WebMatEdit class. In your module, look for the file /inc/item_edit.inc If this file does not exist, for example in a new custom module, then you need to create it.

general_faq

2010-03-23T13:55:13-06:00

Frequently Asked Questions about BrowserCRM. After installing BrowserCRM, what is the default login? The default adminstrator account is configured with: username adminpassword admin How do I reset the BrowserCRM 'admin' user password? Reset the password to 'admin' with this database query:

group_permissions_and_admin_settings

2010-05-17T23:05:32-06:00

Q: I have created user accounts but when they login they are able to change all the settings of the software independantly. The top right hand side menu such as settings, about, is seen there. How do I disable access to these settings? A: When a user clicks 'Settings' from the top right corner of the menu the options displayed are based on module permissions for the groups the user is a member of.

how_to_replace_the_browsercrm_logo

2010-05-17T21:51:52-06:00

How to replace the BrowserCRM logo Prepare a replacement logo in a similar size to the BrowserCRM logo, which is 128 x 32 pixels saved in PNG format. Copy your logo into the /img directory for each skin. The current 4 skins have /img directories located at:

how_to_translate_browsercrm

2010-05-17T23:05:09-06:00

How To Translate BrowserCRM The BrowserCRM language files are in the directory /lang You will see a number of subdirectories /lang /en /fr /de /es English it the master language. To make a new translation, copy the directory /lang/en to a new directory with your 2-letter language code, e.g. /lang/xx

how_to_undo_an_import

2010-08-01T19:15:42-06:00

How to undo an import Undo an import When you import data, the Contact, Person and Company records are tagged with an import_id. To undo the import, filter Entities based on the import_id and then select 'Delete'. Undo an import with SQL See import

import

2010-08-01T19:17:29-06:00

Import Overview Example import files The following example csv files match the Import templates provided in version 5.1+. * Example Outlook * Example UTF-8 file * Example CSV 1 * Example CSV 2 * Example CSV 3 * Example CSV 4 Reset the database Run this sql to empty all Contacts/Companies/People from the BrowserCRM database:

importing_a_.csv_file

2010-05-17T23:07:48-06:00

Import FAQ Is there a quick fix for the fact that an excel exported CSV does not have the correct line separators and thus will not import? All my clients lists are in xls. Excel does a bad job of creating a valid CSV file. We recommend you download OpenOffice (free), load the file in that and save as CSV. This is what we do if we are doing the import.

importing_data

2010-08-02T18:42:25-06:00

Importing Data * Importing a CSV file, see import * How to undo an import

install_and_upgrade_browsercrm_server

2010-03-23T13:49:36-06:00

Install BrowserCRM Server * Download BrowserCRM * Standard Installation * To upgrade see Upgrade BrowserCRM Server * FTP Installation - typical for a light hosting environment * MySQL and BrowserCRM passwords explained * Windows Installation - covers options for Windows including Apache, IIS, WAMP * Mac OSX Installation guide * Installation problems and troubleshooting

installation_problems_and_troubleshooting

2010-03-23T13:48:13-06:00

Installation Problems and Troubleshooting After installing BrowserCRM, what is the default login? The default adminstrator account is configured with: username admin password admin What file permissions are required to successfully save email and files? On a Linux installation, BrowserCRM should have write permissions to the entire /browsercrm directory.

installing_your_licence

2010-03-23T13:51:56-06:00

Installing Your License There are several options for installing your license - either through the application interface or via FTP or SSH/SCP. To install your license via the application, your web server (that usually means Apache) needs to have write permissions to the directory:

knowledge_base_permissions

2010-05-17T23:06:57-06:00

Configure Knowledge Base Preferences The Knowledge Base's Permission is not working when I tried to set it's article body's permission from Personal to Public. After I set permission to Public it's settings kept on reverting back to Default. A: Are your 'Default' permissions the same as your 'Personal' and/or 'Public' permissions. If this is the case, the application will be correctly determining that the 'Public' permissions you have set for the article are the same as your 'Default' permissi…

mail_permissions

2008-04-09T18:57:00-06:00

Mail Permissions How to setup BrowserCRM so that regardless of who writes/receives emails to/from a customer, everyone can see (at least) those emails, not only the person that sent/received it. This setting should be overwritten by the permissions on the Customer/person. For example, if a contact can be viewed by everyone, then everyone should be able to see the emails to/from the customer even though only I have sent/received them.

mysql_and_browsercrm_passwords

2010-03-23T13:54:36-06:00

MySQL and BrowserCRM passwords General You will need username/password pairs to connect to MySQL, create a new database and MySQL user, and then login to BrowserCRM. These will usually be 3 distinct pairs. The BrowserCRM setup script is at /setup/

rebuild_the_cache

2010-05-17T23:06:32-06:00

The cache is a compiled version of the config files created in the directory /cache Usually it updates automatically. However after editing config files, language file or moving an installation the cache will need to be updated manually. There are 3 ways to do this:

recommended_hosting_companies

2010-05-17T21:50:31-06:00

Recommended Hosting Companies The general System Requirements for BrowserCRM Server are met by most web hosting companies. However the detail is important: especially ensure your host is running PHP 5.2 or greater. We are able to recommend the following web hosts:

reports

2009-08-14T03:28:02-06:00

Where are the reports in this software?

standard_installation

2010-05-17T21:50:02-06:00

1. Extract the tar.gz or zip package to a directory in a web-accessible location. For example, http:/crm 2. If your web server is Apache, ensure apache has write permissions to this directory. 3. Point your web browser to this directory which will redirect to setup/index.php 4. Then follow through the web-based installation procedure. You will be asked for your MySQL database connection details. If you do not have root access to MySQL - for example in a hosting environment - yo…

start

2010-03-23T13:21:18-06:00

Welcome to the BrowserCRM wiki. Documentation Resources * General FAQ * See Pre Sales FAQ * BrowserCRM Online Help * BrowserCRM Users Guide (PDF) System Preparation * System Requirements for BrowserCRM Server * Recommended Hosting Companies * Configuring your server with PHP and MySQL * Supported browsers

supported_browsers

2010-03-23T13:48:42-06:00

Supported browsers Browser CRM works with modern browsers including: * Internet Explorer 6+ * FireFox 1.5+ (PC, Mac) * Safari 2+ (PC, Mac) * Opera 9+ (PC, Mac) Internet Explorer version 8 must run in Compatibility Mode. Load your BrowserCRM login page in IE8, then select Tools > Compatibility View.

system_requirements_for_browsercrm_server

2010-05-17T23:08:03-06:00

System Requirements for BrowserCRM The Browser CRM Server software can be installed on your own server or hosted and managed by us. General server requirements * PHP * MySQL * Apache or other web server This means BrowserCRM can run on Linux, FreeBSD, Mac and Windows (a Server or typical Desktop). If you do not yet have a PHP/MySQL environment, there are many options:

tuning_php_configuration

2010-05-17T23:05:51-06:00

* Bluehost:

upgrade_browsercrm_server

2010-05-17T21:50:56-06:00

Upgrade BrowserCRM Server To upgrade an existing installation, the basic principle is to copy the new files over the top of the existing files. The upgrade procedure for BrowserCRM Server is very simple. * Always Backup BrowserCRM Server * Download the latest version from * Unzip or FTP the files over the top of your previous installation. * Point your browser to your usual start page to activate the setup script and follow the simple prompts.

user_desired_enhancements_browsercrm

2010-06-28T13:22:36-06:00

User Requested Enhancements for version after 5.100.01 - BrowserCRM is a spectacular Customer Relationship Management tool. This Wiki page will allow us to contribute ideas for future User Desired Enhancements; - HTML Email: - Email Resend: When the diary date arrives the best way to follow-up is to resend the first email to the same distribution preceded by a comment. It also helps when an attachment is forgotten on the first send and the email needs to be redistributed. This is a feature …