CRM is translated as "customer relationship management". But in reality, a CRM system is a much broader concept. It helps to systematize the work with clients, and in general to facilitate the process of company management.
It is necessary
- - domains on the account;
- - disk space from 100 mb;
- - PHP support from 5.4 version;
- - MySQL databases;
- - Post service.
Instructions
Step 1
Download the source files of the CPM system from the official website of the INCLIENT CPM - inclient.ru
The description contains a brief instruction for advanced users.
Step 2
Upload the downloaded archive to your hosting and unpack it in your site folder. To do this, you must already have a domain connected and a site folder exists. If, before unpacking the files in the site folder, you have extra files, you can delete them. For example, if there is a standard index.php file from the hosting, you can safely delete it.
Step 3
Create a hosted MySQL database. When creating a database, assign a separate user for it, preferably with full rights. After creating the database, go to it in order to import a dump from the crm system.
Through phpMyAdmin (work with databases), import the database (dump) of the system crm. You can take a dump in the archive that you downloaded earlier from the developer's site along the path / domains / your domain / sql / crm_db.sql
Step 4
Go to the "Import" section. Specify file encoding "utf-8" (selected by default). Download a crm dump of the system.
The dump should be loaded quickly and without errors.
Step 5
You are now ready to set up your database connection. Go back to the site folder where the system crm archive was extracted and open the settings file under the path / domains / your domain / protected / config / local.php
The following settings need to be changed:
1) 'connectionString' => 'mysql: host = localhost; dbname = crm_db', - specify the name of the database into which the system crm dump was previously imported;
2) 'username' => 'crm_db_user' and 'password' => '123456', - specify the database username and password from it.
3) 'From' =>'[email protected] and 'FromName' => 'Inclient', it is not necessary to change. Here you can specify the e-mail and the name of the sender of letters from crm You can leave the default.
4) 'Username' => '[email protected]' and 'Password' => 'password_email', - e-mail and password from the mailbox. If your mail server is different from Yandex (the settings are specified by default by the developer) then you will also need to specify "SMTPSecure", "Host" and "Port" from your mail server. If you do not plan to create users in the near future, then you can skip the mail settings.
After the local.php file is configured, you can log in to the crm system. To do this, simply follow the link of your domain.
Step 6
During the first authorization in the crm system, you will need to enter the login and password set by default by the developer. Enter the following details:
email - [email protected]
password - 0123456
Step 7
Now you need to replace the login data for the crm system. Go to the "My Account" page (an example of the link is your domain / page / user_info), click on the "Change" link in the "Account Information" section. In the window that opens, replace the email. mail, your name and your company name.
The client base is ready to use on your hosting. Please note that by default, your account in crm will have the type "Company Creator", so only you can create new users
