Manual Page

TT-CRM 22.10.4 "Clipper"

These instructions have been automated. Like most of the magic this CRM does, this man-page is part of the magic.
The CRM has a lot of features and can be modified in many ways.
If you have any questions or requests, please contact us through our website. By default, you will find the contact information in this CRM.

This CRM is not freeware and must be licensed even if you install it yourself.
If you feel that the present installation is not an activated product, you can report it at info -at- tensorthings · com.

Products / sell

products/ProductsSell
Sell a product to a company/customer. This product will be added to next bill.
The user must log in and have the permission (see Roles) to use this feature.

Products / update

products/ProductsUpdate
Alter product information of a selected product.
The user must log in and have the permission (see Roles) to use this feature.

Products / index

products/ProductsIndex
Overview of all available products in the company.
Offers the option to alter, sell or create products.
The user must log in and have the permission (see Roles) to use this feature.

Products / create

products/ProductsCreate
Creates a new Product that can be sold to a customer / company.
The user must log in and have the permission (see Roles) to use this feature.

Company / update

company/CompanyUpdate
Alter information of a selected company
The user must log in and have the permission (see Roles) to use this feature.

Company / index

company/CompanyIndex
Shows an overview of all existing companies.
Also offers options to alter and create new companies.
The user must log in and have the permission (see Roles) to use this feature.

Company / detail

company/CompanyDetail
Shows details and related contacts of a selected company
The user must log in and have the permission (see Roles) to use this feature.

Company / create

company/CompanyCreate
This option creates a new Company as Customer.
This Company can be used to place bills and add contacts in contact/create.
Also can users be added to this company and do actions depending on their roles.
The user must log in and have the permission (see Roles) to use this feature.
AbstractController
@return mixed

Billing / PDF

billing/BillingPdf
Produces a PDF from the selected bill.
The user must log in and have the permission (see Roles) to use this feature.

Billing / CSV

billing/BillingCsv
Summary about selected invoices activities as comma separated File

Billing / Paid

billing/BillingPaid
This function is triggerd from Users with fitting rules.
If a Bill is set to paid a flag will set and the amount of this bill does
not appear on the dashboard.

Billing / Detail-page

billing/BillingDetail
The billing details page offer a detailed summary abou a selected recipe.
This Page Containts all Taxes and activities related to the time-rage of the
recipe.

Billing / delete

billing/BillingDelete
Delete the selected bill.
The user must log in and have the permission (see Roles) to use this feature.

Create Bill/Recipe

billing/BillingCreate
To create a Bill/Recipe you need to set the month and year of the recipe and
the recipient of the Recipe.
If no Amount is set, the positions will automatically generate
from the purchase of products.

Billing / index

billing/BillingIndex
Shows all Bills/Recipes and their status.
By roles of the User, they can delete, print, show or set the bills as paid.
If a User can only see Bills of his own Company other bills will not be shown.
The user must log in and have the permission (see Roles) to use this feature.

Manual Page

manual/ManualScreen
All Modules are designed to offer a very own documentation within the code.
this makes it quiet easy to show a documentation like this one.
The same patterns are used to generate a PDF.

Contacts / update

contacts/ContactsUpdate
Alter contact of a customer company.
The user must log in and have the permission (see Roles) to use this feature.

Contacts / detail

contacts/ContactsDetail
Shows details of the contact.
From here you can add Information about the Contact, and
Messages and start phone-calls, see the related company of the contact.
If WhatsApp for Business is enabled and a WhatsApp is set as Phone or
an identified Customer has sent an WhatsApp message you can access here the
Messenger and see the conversation history.
The user must log in and have the permission (see Roles) to use this feature.

Contacts / index

contacts/ContactsIndex
Shows all contacts (depending on role. See: config section)
The user must log in and have the permission (see Roles) to use this feature.

Contacts / remove_detail

contacts/ContactsRemoveDetail
Removecontact details (Addresses, Emails and Phone) of a customer company.
The user must log in and have the permission (see Roles) to use this feature.

Contacts / create

contacts/ContactsCreate
Create a new contact of a customer company.
The user must log in and have the permission (see Roles) to use this feature.

Contacts / update_detail

contacts/ContactsUpdateDetail
Alter contact details (Addresses, Emails and Phone) of a customer company.
The user must log in and have the permission (see Roles) to use this feature.
Add Contact can hold as many Phones, Emails and Address as needed.
The Forms that are needed to add a new Contact-Detail are found in the contact
detail himself.

Init / index

init/InitIndex
Init script. This script initialize the Database and set up the first user.
This script can be deleted after installing the CRM on the server.
If not, the init-script will check the persistence of the tables again and fix failures.
The init script can not harm the running CRM. So we have peace of mind!

Bankacc/ update

bankacc/BankaccUpdate
Alter payment details to a company/customer.
If the own (Root Company) change the details, all bills/recipes will
change at last.
The user must log in and have the permission (see Roles) to use this feature.

Bankacc/ create

bankacc/BankaccCreate
Add payment details to a company/customer.
If the own (Root Company) add the details, all bills/recipes will
take them as payment detail.
The user must log in and have the permission (see Roles) to use this feature.

Project / create

project/ProjectCreate
Creates a Project that is the head section for new Tasks.
You must create a Project to add Tasks meaningful.
The user must log in and have the permission (see Roles) to use this feature.

Project / create

project/ProjectDetail
Shows Details of a selected Project
The user must log in and have the permission (see Roles) to use this feature.

server-manager / index

server/ServerIndex
Custom ADDON - no public description provided!

server-manager / details

server/ServerDetails
Custom ADDON - no public description provided!

server-manager / delete

server/ServerDelete
Custom ADDON - no public description provided!

Task/ index

tasks/TasksIndex
Show all tasks.
If set, only tasks that were linked to a certain company will be shown (see config-section).
The user must log in and have the permission (see Roles) to use this feature.

Task/ create

tasks/TasksCreate
Creates a new Task. This task is linked to a project and a customer/company.
The user must log in and have the permission (see Roles) to use this feature.

Task/ done

tasks/TasksDone
Mark a task as done.
The user must log in and have the permission (see Roles) to use this feature.

Task/ details

tasks/TasksDetails
Shows details and comments/messages for a running task.
User can add messages to the task to keep track of the process.
The user must log in and have the permission (see Roles) to use this feature.

Tasks / update_detail

tasks/TasksUpdateDetail
Alter of a Task.
The user must log in and have the permission (see Roles) to use this feature.
The Forms that are needed to add a new Task-Detail are found in the task
detail himself.

Task/ done

tasks/TasksProgress
Mark a task as in progress now.
The user must log in and have the permission (see Roles) to use this feature.

Task/ delete

tasks/TasksDelete
Deletes a task.
The user must log in and have the permission (see Roles) to use this feature.

Notifications / index

notifications/NotificationsIndex
Shows all incoming Notifications
The user must log in and have the permission (see Roles) to use this feature.

Notifications / purge

notifications/NotificationsPurge
Delete all Notifications
The user must log in and have the permission (see Roles) to use this feature.

Dashboard / Login

main/MainIndex
This is the Module that offers a login-form if the user isn't authenticated. Every
authentication issue will be redirected to this certain module.
If the User is authenticated and is in a user-group that allowed to create a
new activity for the activity-tracker, he can create a new activity that will be tracked and billed.
Otherwise, the user see activities if they exist.

Config / docserver

config/ConfigDocserverConfig
Show the configuration of the running Document-Server integration:

· mounted Folder for Documents · General allowed Mimetypes of Documents · Maximal File-Size per Document
If credentials are set the Service is activated.
The user must log in and have the permission (see Roles) to use this feature.

Config / add_group

config/ConfigAddGroup
Add a new group and set the sections, that can be used by the group.

Can see all (makes Group a Root-Group) makes the group to Root. So they can do everything.
Can only Access owned Datasets (Customer-mode) limit the data to his own company there in.
A User who is limited to a company could add other users (if user/create is set). They will link to his own company. The user must log in and have the permission (see Roles) to use this feature.

Config / ci

config/ConfigCi
Setup Wizard for the shown Company Logo

The user must log in and have the permission (see Roles) to use this feature.

Config / api

config/ConfigApi
Here you see information about APIs that are available and how to use them.

The user must log in and have the permission (see Roles) to see this information. Generally the API cannot be disabled.

Config / wa_config

config/ConfigWaConfig
Show the configuration of the running WhatsApp for Business integration:

· WhatsApp Premise Server · General permissions to the sender
If credentials are set the Service is activated. This service needs a WhatsApp for Business Server and must be validated by Facebook (aka Meta) to work.
The user must log in and have the permission (see Roles) to use this feature.

Config / update

config/ConfigUpdate
Show the configuration of the CRM, including:

· SMTP setup · General contact information · 2FA · VAT N°
The user must log in and have the permission (see Roles) to use this feature.

Config / update_group

config/ConfigUpdateGroup
Alter a group and set the sections, that can be used by the group.

Can see all (makes Group a Root-Group) makes the group to Root. So they can do everything.
Can only Access owned Datasets (Customer-mode) limit the data to his own company there in.
A User who is limited to a company could add other users (if user/create is set). They will link to his own company. The user must log in and have the permission (see Roles) to use this feature.

Documents / upload

config/ConfigLogoUpload
Upload of new Logo for your CRM
Uploads can be performed from Config/ci.
The user must log in and have the permission (see Roles) to use this feature.

Config / groups

config/ConfigGroups
Show all existing groups within TT-CRM.
The user must log in and have the permission (see Roles) to use this feature.

Documents / get

documents/DocumentsGet
Show Documents / Images by ID
This View has no layout and show plane files
The user must log in and have the permission (see Roles) to use this feature.

Documents / upload

documents/DocumentsUpload
Upload of new Documents
Uploads can be performed from Customers/details.
The user must log in and have the permission (see Roles) to use this feature.

User/ toggle

user/UserToggle
Alter the state of the selected user.
The user cannot log in to TT-CRM or do any other action if it is set to inactive.

User/ create

user/UserCreate
Creates a new user.
The user is always linked to a customer/company and to a role.
The user must log in and have the permission (see Roles) to use this feature.

User/ update

user/UserUpdate
Alter details of the selected user.
The user must log in and have the permission (see Roles) to use this feature.

User/ index

user/UserIndex
Shows all current user.
The user is always linked to a customer/company and to a role.
Depending on the role, the viewer might only see users of his own company.
The user must log in and have the permission (see Roles) to use this feature.

Messages / bucket

messages/MessagesBucket
Shows WhatsApp Messages that could not add to existing User.

- From this Page you can automatically create new Companies with a new Customer and attach the message. - Add Messages including the new phone numbers to existing contacts.
The user must log in and have the permission (see Roles) to use this feature. This Feature needs a Prime Licenced TT-CRM Server.

DataView / index

dataview/DataviewIndex
The DataView tool, where Users of the CRM can add new Queries to the Database
and view the results of it.
It can also be used to create CSV-file from the Results and open up the
Request for direct usage in other Tools (Request must set to Public).