General Information 13 Quick Installation & Getting Started Tutorial 404 Not Found After Installation Manually Update Migrate to another domain/hosting Server Requirements System Update Auto UpdateManually Update Installation Permissions Problem on Installation (shown as non-writable even if they are writable)XAMP InstallationInstalling on IIS – Windows ServerNGINX ConfigServer Requirements
Setup & Configuration 13 Setup cPanel Cron Job Google Configuration / Features Import Leads From WordPress Contact Form 7 Setup Realtime Notifications with Pusher.com Setup Web to Lead Form Payment Gateways Stripe CheckoutPayPal Smart CheckoutPaypal2CheckoutMollieBraintreeAuthorize.net Accept.js
Modules 7 Introduction to RevTec CRM modules Module Basics Module File Headers Create Menu Items Common Module Functions
Common Issues & Troubleshooting 7 404 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)
Email Config & Templates 6 Email/SMTP Configuration Email Templates AWS Email SMTP Setup Email Queue Configure email with Google OAuth 2.0
Customers 7 Sending proposal to customer or lead New Customer Contact New Customer Customer admins Customers Registration
Sales 42 Converting proposal to estimate/invoice Create Estimate Converting Estimate To Invoice Send Estimate to Email Link Estimate To Project Invoices Exporting Customers Invoices/Estimates/Payment to ZIPCreate InvoiceRecurring InvoiceSend Invoice to EmailRecord Invoice PaymentInvoice Overdue NoticesMerging Invoices Estimates Converting proposal to estimate/invoiceCreate EstimateConverting Estimate To InvoiceSend Estimate to EmailLink Estimate To Project Proposals Create proposalConverting proposal to estimate/invoiceSending proposal to customer or leadProposals TemplatesProposal expiration reminders General/Setup Add currencies in total to words featurePayment ModesTax RatesCurrenciesAdd Items/ProductsSubscriptionsTracking Sent Emails
Projects 7 Add New Project Status Timesheets New Project Invoicing Project Disallow project members to see all project tasks
Tasks 7 Add New Task Status Recurring Tasks Disallow project members to see all project tasks Create New Task Task Timesheets
Support Tickets 7 Email Piping / Auto Importing Tickets Setup Ticket Form Departments Ticket Services Auto Close Tickets
Leads 6 Import Leads From WordPress Contact Form 7 Setup Web to Lead Form Leads email integration Convert Lead to Customer Create New Lead
Expenses 5 Creating Recurring Expense Billable Expense Converting Billable Expense to Invoice Record Expense Expense Reports
Surveys 7 Creating mail lists Sending surveys New Survey Questions Including mail list custom fields Viewing survey results
Customization 7 PDF Customization Add Full Size Login Background Image Customers Templates Action Hooks Overwrite Translation Text
