On this page you will be able to apply the following settings:

• Invoice Prefix. This is any text you want to be prefixed to the invoice number.
  • Example INV- will create invoices as follows: INV-000276
• Recurring Invoice – Due Date Allowance – The number of days before a nearly created, recurring invoice, becomes due.
• Terms and conditions – The default terms and conditions that are displayed on an invoice. These terms can also be changed when creating or editing an invoice.

The post 25. Subscription Settings first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

Currency Code

This is your currency’s ISO code. You can select it from the dropdown list.

Currency Symbol

This is the currency that will be used for all billing in the application (e.g. Invoices, Estimates, etc).

Decimal Separator

Thousands Separator

This sets the symbol (common, full stop, etc) that is used when displaying money values (e.g. 1,000.00).

Currency Symbol Position

This sets the positioning of the current symbol. (e.g. $100.00 or 100.00$).

The post 24. Currency Settings first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

General Settings

From this page, you can set the following information;

• Order article by
  • This sets the ordering of knowledge base articles. For more direct control, you can set your ordering to Article Title – (Ascending Order). You can then name your articles as follows:
    • 1. Some example title
    • 2. Another example title
    • 3. Yet another example title

Knowledge Base Categories

From this page, you are able to create, edit and delete knowledge base categories.

You are also able to do the following:

• Set the visibility of each category. If you have articles that you only want your team to view, you can create a category and set its visibility to team
• You can move articles from one category to another. You do this by clicking the edit icon
• View how many articles are currently in each category

• When enabled, the client will be able to view all expenses record on their project

The post 23. Knowledge Base first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

On the roles settings page, you will be able to create new roles, edit or delete existing roles.

A user role grants very specific permissions for a particular resource in the dashboard. This means you can control exactly how much access a user will have on a give application resource (e.g. Projects)

Roles are for team members only. Client user’s roles are predefined in the application and cannot be modified at this time.

Once you have created a user role, you will be able to use/specify this role when creating or editing team members’ profiles.

Permission Levels

There are 4 permission levels  that a role can grant on a particular resource:

1. None – This user will have no access to the resource. They will not see the resource and if the resource has a menu like (like Projects), then that menu link will also be hidden from the user.
2. View – The user will only be able to view the resource. They will not be able to make any changes to it.
3. View + Add + Edit – The user will be able to view and make changes to the resource. The user will also be able to delete the resource
4. View + Add + Edit + Delete The user will have the same permissions as (3) above. Additionally, they will also be able to delete the resource.

IMPORTANT: Role permissions by default, only apply to a resource that a user has been assigned to or a resource that the user has created themselves. If you want the role to grant permissions to all resources of that type, you must click on the Global option.

The global options grants admin level permission on a particular resource.

The post 20. User Roles first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

Editing Email Templates

To edit an email template, you must first select it from the drop-down list. The templates are named in a way that makes them easy to identify (e.g. New User Welcome (all)).  The (all) part in the name, identifies if the email template is used for email being sent to client users, team members, or both.

The post 19. Email Templates first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

General Settings

On the page shown above, you will be able to apply the following settings:

• System Email Address – This is the email address that emails will be sent as, i.e. “from & reply to” email address
• System From Name – This is the name that is displayed in the receivers inbox (e.g. From ABC Inc)
• Send Email Using – This determines how emails are actually delivered.
  • Sendmail – This is the built-in email delivery application that runs on your web hosting providers server. This is the easiest way to get started. If you select this method, you will not need to do anything further.
  • SMTP – This is another type of email delivery application. Your web hosting provider may also allow you to send emails via this method. You will require SMTP logging in credentials, which your web hosting provider can give you. With SMTP, you are also able to use third-party email delivery services such as Sendgrid or Mailchimp

Note: If you decide to use SMTP as you email delivery option, you must also follow the steps shown in the next section below.

SMTP EMAIL DELIVERY SETTINGS

This page allows you to configure your SMTP email delivery service.

All the information required on the screen above will normally come from your web hosting provider or your mail delivery service provider (e.g. MailChimp or Sendgrid).

Note: If you are using SMTP as your delivery method, be sure to enable SMTP in the Email General Settings page.

The post 18. Email Settings first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

Information Required

• Publishable Key – You can get this from inside your Stripe dashboard (details are given below).
• Secret Key – You can get this from inside your  Stripe dashboard (details are given below).
• Signing Key – You can get this from inside your Stripe dashboard (details are given below).
• Currency – The currency that your clients will pay in. You will need to enter a currency code that is supported by Stripe. For a full list of supported currency codes, click here.
• Display Name – This is just the name/title that your clients will see when selecting this payment method.

Publishable Key & Secret Key

To get your publishable key and your secret key, follow the steps given below:

• Whilst logged in your Stripe dashboard, click on Developers > API Keys

Webhooks URL

Important:  Stripe Webhooks URL

You must copy the Stripe Webhooks URL from your Grow CRM dashboard  and add it inside your Stripe dashboard. Stripe will use this url to communicate with your Grow CRM dashboard.

 

If you do not complete this step, payments will not be processed corrently.

 

Below are instructions on how to add this url inside your Stripe dashboard.

Whilst logged in your Stripe dashboard, do the following (also illustrated on the image below)

• Click on Developers > Webhooks
• Click on Add endpoint
• A popup window will open
• Copy the Webhooks URL from your Grow CRM dashboard and past it in the Endpoint URL field
• Select the Latest API version
• Click on receive all events
• Save

Signing Key

After you have added the Webhooks URL as shown above, you will now need to get the Signing Key given for that Webhook.

Follow the steps below to get your webhooks signing key

• Whilst logged in your Stripe dashboard, click on Developers > Webhooks
• You will now see a section title Endpoints.
• In that section, you will see the webhook that you added in the previous set (above)
• Click on the webhook
• On the next screen, you will see your Signing Secret key. Copy it and paste it inside your Grown CRM dashboard.

Enable Payment Method

Remember to check the (Enable Payment Method) box if you are ready to start using the Stripe payment gateway.

The post 17. Stripe Payment Gateway first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

Information Required

• Email Address – This is your Paypal email address.
• Currency – The currency that your clients will pay in. You will need to enter a currency code that is supported by Paypal. For a full list of supported currency codes, click here.
• Display Name – This is just the name/title that your clients will see when selecting this payment method.

Important:  Paypal IPN URL

The IPN URL allows PayPal to confirm a payment with the dashboard. Normally, the IPN URL is sent automatically to PayPal, during checkout. However, if your payments are not showing up in the dashboard, you may need to manually add the IPN URL, directly inside your PayPal Account.

Below are instructions on how to add this url inside your Paypal dashboard.

• Copy the IPN URL from inside your Grow CRM dashboard (as shown in the image above)
• Log in to your Paypal account as usual.
• Paste the URL shown below, in your browser window, and click enter.
  • https://www.paypal.com/cgi-bin/webscr?cmd=_profile-ipn-notify
• You will see a screen similar to the one shown below.
• Click on Choose IPN Settings
• Add the IPN URL that you copied from the dashboard
• Select Receive IPN messages (Enabled)
• Click Save

Sandbox Mode

Sandbox is a testing mode. This is a feature provided by Paypal, which allows you to carry out test transactions. For more information on Paypal Sandbox mode, click here.

Note, this is just an additional feature, which is not required for you to start processing payments. Ensure that this button is not selected if you want to process real payments.

Enable Payment Method

Remember to check the (Enable Payment Method) box if you are ready to start using the Paypal payment gateway.

The post 16. Paypal Payment Gateway first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

General Tag Settings

From this page, you can specify whether users can add tags to items such as projects, tasks, etc.

View Tags

From this page you can do the following:

• View, search all the tags used in the dashboard.
• Add new tags.
• Edit and delete tags.

The post 15. Tag Settings first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

• Mark expense as billable by default – When enabled, every new expense that is being created will be marked as billable. This setting can be changed when creating a new expense.

The post 14. Expense Settings first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.