Manual Page

TT-CRM CRM 22.07.16 "Barrel"

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).