Tasks – 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

View Categories

Home
Homepage
Tasks

Tasks

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

+36 (20) 852 5490

info@markom.hu

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