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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
    • Permissions Problem on Installation (shown as non-writable even if they are writable)
    • XAMP Installation
    • Installing on IIS – Windows Server
    • NGINX Config
    • Server Requirements
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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
    • Stripe Checkout
    • PayPal Smart Checkout
    • Paypal
    • 2Checkout
    • Mollie
    • Braintree
    • Authorize.net Accept.js
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Modules

7
  • Introduction to RevTec CRM modules
  • Module Basics
  • Module File Headers
  • Create Menu Items
  • Common Module Functions
  • Module Security
  • Module as Payment Gateway
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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
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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
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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
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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
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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
    • Exporting Customers Invoices/Estimates/Payment to ZIP
    • Create Invoice
    • Recurring Invoice
    • Send Invoice to Email
    • Record Invoice Payment
    • Invoice Overdue Notices
    • Merging Invoices
  • Estimates
    • Converting proposal to estimate/invoice
    • Create Estimate
    • Converting Estimate To Invoice
    • Send Estimate to Email
    • Link Estimate To Project
  • Proposals
    • Create proposal
    • Converting proposal to estimate/invoice
    • Sending proposal to customer or lead
    • Proposals Templates
    • Proposal expiration reminders
  • General/Setup
    • Add currencies in total to words feature
    • Payment Modes
    • Tax Rates
    • Currencies
    • Add Items/Products
    • Subscriptions
    • Tracking Sent Emails
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Projects

7
  • Add New Project Status
  • Timesheets
  • New Project
  • Invoicing Project
  • Disallow project members to see all project tasks
  • Pin Projects
  • Finance Overview
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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
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Support Tickets

7
  • Email Piping / Auto Importing Tickets
  • Setup Ticket Form
  • Departments
  • Ticket Services
  • Auto Close Tickets
  • Ticket Email Templates
  • Allowed file extensions
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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
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Expenses

5
  • Creating Recurring Expense
  • Billable Expense
  • Converting Billable Expense to Invoice
  • Record Expense
  • Expense Reports
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Contracts

4
  • Contracts Templates
  • New Contract
  • Contract Expiry Notification
  • Renewing Contract
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Knowledge Base

3
  • Disabling Knowledge Base
  • New Knowledge Base Article
  • New Knowledge Base Group
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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
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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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Surveys

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