Manuals

Advanced Open Reports Advanced Open Reports (AOR) are the reporting module within SuiteCRM. You can access AOR by clicking on the Reports link in the navigation menu. The reporting module allows users to report CRM data from any module and has many features to quickly display key information. Creating reports To create a report, move … Read more

Advanced open events Event locations The Locations module is used to capture the information of the place / site where the events take place. Creating Locations 1. Scroll on the Locations module in the navigation bar and select Create Locations. 2. This will take you to the edit view. Enter the information in the appropriate … Read more

Workflow Go to the WorkFlow module and create a new WorkFlow. Set the base options as the following. Name: The one you want WorkFlow Module: Opportunities Status: Active Execute: Only when saving Run on: All records Repeated Runs: Marked We DO NOT create any condition, since we would like WorkFlow to run at all opportunities. … Read more

Advanced open Workflow Advanced Open Workflow (AOW) is a module for SuiteCRM, which allows users to create custom workflow processes. This module allows users to activate various system actions depending on the conditions of any SuiteCRM module. Create a workflow process You can create workflow processes by navigating to the ‘WorkFlow’ module within SuiteCRM. Click … Read more

subtractMinutes Signature {subtractMinutes(format; timestamp; amount)} Parameters format: format text timestamp: date/time value amount: decimal number Description Subtracts amount minutes from timestamp Returns Decremented date in format Example call {subtractMinutes(Ymd H:i:s; 2016-04-22 12:37; 5)} returns 20160422 12:32:00 subtractSeconds Signature {subtractSeconds(format; timestamp; amount)} Parameters format: format text timestamp: date/time value amount: decimal number Description Subtracts amount minutes … Read more

Date functions There are several date functions implemented in Calculate Fields, so the user can manipulate dates in many ways. Most of the functions uses a format parameter, which is used to set the result of the functions formatted as the user wants to. The options for these formats are equivalent with the PHP format … Read more

Logical Functions Logical functions are returning true or false in the form of 1 and 0 so checkboxes typed fields can be filled with these functions. They can be also used as the logical condition for the ifThenElse function. equal Signature {equal(parameter1;parameter2)} Parameters parameter1: can be any value of any type parameter2: can be any … Read more

Advanced modules For now, you must have a fundamental understanding of the SuiteCRM user interface, the basic modules, the designs, the creation, search and record management. Advanced open sales The first ‘Suite’ of advanced modules is AOS (Advanced Open Sales). The various modules that are part of the set of AOS modules allow you to … Read more

Projects In SuiteCRM, the Projects module allows the User to organize the projects of his organization by tracking several tasks and allocating resources. Once configured, a project can be viewed in the form of a Gantt chart or using the project grid. Project Actions You can access the Projects actions from the Project menu drop-down … Read more

Cases In SuiteCRM, Cases are used to record interactions with Customers when they request help or advice, for example, in a Sales or Support function. You can create a Case, it is updated when a User is working on it, it is assigned to a partner and it is closed when it is resolved. At … Read more