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20.0003357720require_once( '/home/solarecrm.com/public_html/help/inc/init.php' ).../doku.php:29
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( ! ) Warning: Declaration of action_plugin_sidebar::register(&$controller) should be compatible with DokuWiki_Action_Plugin::register(Doku_Event_Handler $controller) in /home/solarecrm.com/public_html/help/lib/plugins/sidebar/action.php on line 0
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#TimeMemoryFunctionLocation
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20.0003357720require_once( '/home/solarecrm.com/public_html/help/inc/init.php' ).../doku.php:29
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#TimeMemoryFunctionLocation
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( ! ) Warning: Declaration of syntax_plugin_info::handle($match, $state, $pos, &$handler) should be compatible with DokuWiki_Syntax_Plugin::handle($match, $state, $pos, Doku_Handler &$handler) in /home/solarecrm.com/public_html/help/lib/plugins/info/syntax.php on line 16
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#TimeMemoryFunctionLocation
10.0002356760{main}( ).../doku.php:0
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130.01051412040include_once( '/home/solarecrm.com/public_html/help/lib/plugins/info/syntax.php' ).../load.php:106

( ! ) Warning: Declaration of syntax_plugin_info::render($format, &$renderer, $data) should be compatible with DokuWiki_Syntax_Plugin::render($format, Doku_Renderer &$renderer, $data) in /home/solarecrm.com/public_html/help/lib/plugins/info/syntax.php on line 16
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#TimeMemoryFunctionLocation
10.0002356760{main}( ).../doku.php:0
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130.01051412040include_once( '/home/solarecrm.com/public_html/help/lib/plugins/info/syntax.php' ).../load.php:106

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#TimeMemoryFunctionLocation
10.0002356760{main}( ).../doku.php:0
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quick_setup [Solar eCRM]

Solar eCRM

Look Professional. Be Profitable

User Tools

Site Tools


quick_setup

Quick Setup

This is a brief explanation of how to setup a company for new user. The following is the list of steps user need to perform to set up.

Log in

The first thing user have to do is to log into the system by entering user name and password. Learn More

Company Setting

After logging in, go to setting by clicking on settings. “Settings” can be seen by hovering user name at the right hand corner of the page.

Company Setup

In setting page, click edit details to set up company details. To setting up a company follow the steps below

  • Enter Company Details
  • Enter Bank Details
  • Choose Template Color
  • Choose Email Template
  • Upload Contract Document
  • Upload Company Brochure

Once you have entered the details, click update button.Learn More

Customize Email

After setting up the company, the page will redirect to company setting page. In company setting page, you can customize email template by clicking “Custom Email Content” button. Learn More

Manage Status

You can manage the status of each module in company setting page. Click “Set Status” button to manage status. Learn More

Products setting

After setting up a company, adding products need to be done. In products setting, new products can be added/edited Learn More

Extra charges can also be added at product setting Learn More

User setting

Next step is to set up user. Click on user tab for user settings. Different types of user can be added to the system Learn More


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Call Stack
#TimeMemoryFunctionLocation
10.0002356760{main}( ).../doku.php:0
20.02291728800act_dispatch( ).../doku.php:84
30.02311731336include( '/home/solarecrm.com/public_html/help/lib/tpl/dokuwiki/main.php' ).../actions.php:192
40.02761873656tpl_pageinfo( ).../main.php:65
50.02761873656auth_quickaclcheck( ).../template.php:906
60.02761873656auth_aclcheck( ).../auth.php:512
70.02761873712auth_nameencode( ).../auth.php:550
80.02761873712preg_replace ( ).../auth.php:670
quick_setup.txt · Last modified: 2019/02/28 13:41 (external edit)