Estimates – RevTec Kft.

+36 (20) 852 5490
info@markom.hu
1116 Budapest Temesvár utca 20.

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- Magyar (Hungarian)

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+36 (20) 852 5490

Homepage
English
- Magyar (Hungarian)

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+36 (20) 852 5490

Homepage
English
- Magyar (Hungarian)

General Information

13

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

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
System Language
Payment Gateways

Modules

7

Introduction to RevTec CRM modules
Module Basics
Module File Headers
Create Menu Items
Common Module Functions
Module Security
Module as Payment Gateway

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)
Staff Members Not Receiving Email When New Ticket Is Created or Reply Is Posted
Payment Modes Not Shown on Invoice

Changelog

8

Version 3.2.1
Version 3.2.0
Version 3.1.6
Version 3.1.5
Version 3.1.3-3.1.4
Version 3.1.2
Version 3.1.1 – Maintenance
Version 3.1.0

Email Config & Templates

6

Email/SMTP Configuration
Email Templates
AWS Email SMTP Setup
Email Queue
Configure email with Google OAuth 2.0
Configure email with Microsoft Azure and OAUTH 2

Customers

7

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

Sales

42

Converting proposal to estimate/invoice
Create Estimate
Converting Estimate To Invoice
Send Estimate to Email
Link Estimate To Project
Exporting Customers Invoices/Estimates/Payment to ZIP
Create Invoice
Recurring Invoice
Send Invoice to Email
Record Invoice Payment
Invoice Overdue Notices
Subscriptions
Currencies
Add Items/Products
Payment Modes
Recurring Invoice
Send Invoice to Email
Subscriptions
Invoices
Estimates
Proposals
General/Setup

Projects

7

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

Tasks

7

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

Support Tickets

7

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

Leads

6

Import Leads From WordPress Contact Form 7
Setup Web to Lead Form
Leads email integration
Convert Lead to Customer
Create New Lead
Lead Sources

Expenses

5

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

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

7

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

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Home
Homepage
Sales
Estimates

Estimates

Converting proposal to estimate/invoice
Create Estimate
Converting Estimate To Invoice
Send Estimate to Email
Link Estimate To Project

+36 (20) 852 5490

info@markom.hu

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