1. Installation
Installation : CiuisCRM
System Requirements PHP 5.6 and PHP 7.0, 7.1,7.2,7.3 (7.3 is recommended & 7.4 is not yet supported) MYSQL 5.1+ mod_rewrite Apache MBString Extension GD Extension MYSQLi Extension PDO Extension OpenSSL Extension Zip Extension CURL Extension...
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updated 4 months ago
2. Settings & Initial Setup
2.1 Initial Settings
2.1.1 How to manage Company Settings? 1. Company Settings Tab can be found here. Company Name: This is the company name that will be displayed on all the documents created. CRM Name: This will be the name displayed on the top left corner of the...
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updated 3 months ago
2.2 Backups
2.2.1 How to Backup database? 1. The "Backup" tab can be found in the settings page as follows. 2. All the existing backups are listed here. 3. To create a new backup, click on the Backup Database button. 4. Click on the "Download backup" (1)...
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updated 3 months ago
2.3 Language Editor
2.3.1 How to use Language editor? The Editor function can be used to make changes to the language files or the pdf files. To access the Editor, navigate to the "S ystems Settings" Tab in the Settings page. Click on the Editor Button. You will...
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updated 3 months ago
2.4 Payment Portal & Settings
2.4.1 How to manage Payments Settings? 1. The "Payments" tab can be found on the settings page as shown. 2. All the available payment options are listed here. 3. Click on any of the options. 4. Enter the payment details and click on save. Toggle...
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updated 3 months ago
2.5 System Settings & Debugger
2.5.1 How to manage System Settings? 1. The "System" tab can be found in the settings page as follows. 2. Click on the "System" button to view information about the installation. 3. Click on the "Uninstall License" button to unlink the...
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updated 3 months ago
2.6 User Roles & Authorization
2.6.1 How to use Staff roles? Roles feature lets you control the permission given to each staff in detail. Using roles, staff can be given individual permissions like view all, view own, create, edit, delete for each section (Ex. Invoices). 2.6.2 ...
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updated 3 months ago
2.7 Custom Fields
2.7.1 How to manage Custom Fields? 1. "Custom Fields" tab can be found under the settings page as follows. 2. All the existing custom fields are displayed here. 3. To create a new one, click on the "Create" icon as shown. 4. Enter the details...
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updated 3 months ago
2.8 Addons Modules
2.8.1 How to use add-on modules? 1. The "Modules" tab can be found in the settings page as follows. This page lists all the add-on modules available on the app. Modules are additional functions you can add to CiuisCRM. An Admin can Buy, Activate...
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updated 3 months ago
3. Master Data
3.1 Customers
3.1.1 Create Customer: 1. Customers can be found under " Sales" in the main menu. 2. All existing customers and their transaction details are listed here. You can access other options using the below options for the customers’ page. To search...
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updated 3 months ago
3.2 Product Master
3.2.1 Create Product: 1. Products can be found under "Sales" in the main menu. 2. Here all the product detail stored in the CRM are displayed. 3. Click on the "Search" (1) icon to find the product. 4. Click on the "Unit of Measure" (2) icon to...
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updated 3 months ago
3.3 Vendor
3.2.1 Create Vendor: 1. Vendors can be found under "Purchases" in the main menu. 2. All the existing vendors can be found listed here. 3. To search the customer click on the "Search" (1) icon. 4. By default, all the columns for the table are...
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updated about 2 months ago
5. Inventory Management
5.1 Warehouse
5.1.1 Create Warehouse Location 1. Inventory can be found under "Sales" in the main menu. 2. The "Inventory Warehouse" you can find on the right side. Go for the "Settings" (1) icon. 3. It will take you to the warehouse page. To search...
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updated 2 months ago
5.2 Inventory & Stock Transfers
5.2.1 Create Inventory: You can find Inventory under Sales, in the main menu. All existing inventory and their details are listed here. You can "Search" (1) or "Filtern Columns" (2). 3. To create a new inventory, click on the "Create" (3)...
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updated 2 months ago
6. Purchasing
6.1 Purchase Orders
6.1.1 How to manage Purchases? 1. Purchase Orders can be found under Purchases in the main menu. 2. Here all the purchases created are listed. To search a purchase, click on the "Search" (1) icon. 3. By default, all the columns for the table are...
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updated 2 months ago
7. Project Management & Tasks
7.1 Projects
7.1.1 How to manage a project? 1. Projects can be found under Track in the main menu. 2. All the existing projects are listed here. 3. You can "Search" (1) and "Filtern" (3) the projects. To go to the list view click on the "Show list" (2)...
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updated about 2 months ago
7.2 Tasks
7.2.1 How to manage a task? 1. Tasks can be found under "Track" in the main menu. 2. You can also manage tasks in the projects. Select the project you want to update. Go to the task tab to view all existing tasks. 4. Tasks can be viewed in 2...
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updated 2 months ago
7.3 Timesheets
7.3.1 How to create a timesheet? 1. Timesheets can be found under Others in the main menu. 2. All the existing timesheets are listed here. To create a new timesheet, click on the "Create" (1) icon. 3. Enter the details and click on Add. 4. To ...
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updated 2 months ago
7.4 Task Timer
7.4.1 How to manage the task timer? 1. Task Timer can be found in the main menu as shown below. 2. To start the new timer click on the "Start New Timer" (1) icon. You can stop the timer by clicking on the "Stop Timer" (2) icon or delete the...
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updated 2 months ago
8. Ticketing
8.1 Support Ticketing
8.1.1 How to manage Tickets? 1. Tickets can be found under Track in the main menu. 2. Tickets can be viewed in 2 different views. Click on the “Kanban” (1) button to view the tickets in the kanban view. 3. Drag and drop the tickets to change the...
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updated 2 months ago
9. Finance & Accounting
9.1 Accounts
9.1.1 Create Account: Accounts can be found under Finance in the main menu. 2. To add a new account, click on “New Accounts”. 3. For Cash Account: Set the toggle button as shown to create a cash account. For Bank Account: Set the Toggle...
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updated 3 months ago
9.2 Invoicing
9.2.1 How to manage Invoice: 1. Invoices can be found under Finance in the main menu. 2. Here all the invoices created are listed. You can search by clicking on the "Search" (1) icon. 3. By default, all the columns for the table are displayed. To...
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updated 2 months ago
9.2.1 Invoice Payments
9.2.1.1 Invoice Payments: 1. All the payments received towards this invoice are listed in the payments tab. 2. To add the new payments click on "+" . 3. Fill in all details and click on save. 4. You can see the payments balance on the details tab.
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updated 2 months ago
9.3 Expenses
9.3.1 How to manage Expenses? 1. Expenses can be found under Finance in the main menu. 2. Here all the expenses created are listed. You can search by clicking on the "Search" (1) icon. 3. By default, all the columns for the table are displayed....
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updated 2 months ago
9.4 Deposits
9.4.1 How to manage a deposit? Deposits can be used to keep track of all the payments received by the business like a deposit made by a customer. Invoice payment is automatically displayed in the deposit area under the category internal. 1....
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updated 2 months ago
10. Client Area
10.1 Client Proposals
10.1.1 How to manage client Proposals? 1. You can find Quotations or Proposals on the Left and Top of the page: 2. All the existing proposals are listed here. 3. Once clicked, you can see all details of the Proposals here. 4. You can Accept or...
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updated 2 months ago
10.2 Client Quotes
10.2.1 How to manage client quotations? 1. You can find Quotations on the Left and Top of the page: 2. Once clicked, you can View all the Quotations here. Click on the create icon to request a new quote. 3. Enter the details and click on the...
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updated 2 months ago
10.3 Client Projects
10.3.1 How to manage client projects? 1. You can Find Projects on the Left side and Top of the page. 2. Once clicked, you can view all the project details for the client. 3. Click the project you want to see. 3.1 Tab Summary displayed...
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updated 2 months ago
10.4 Client Invoices
10.4.1 How to manage client invoices? 1. You can find Invoices on the Left and Top of the page. 2. Once clicked, you can View all the details of the Invoice for the client. 3. Click on an Invoice for further details . 4. You can...
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updated 2 months ago
10.5 Client Tickets
10.5.1 How to create/manage client tickets? 1. You can find Tickets on the Left and Top of the page. 2. All tickets are displayed here. To Create a New Ticket, click " +". 3. Fill in all the details and click Add. 4. Please Note that...
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updated 2 months ago
12. Addon Modules
12.1 Modules
12.1.1. Modules 1. Modules are additional functions you can add to CiuisCRM. An Admin can Buy, Activate or Deactivate modules from the Modules tab in the Settings page. 2. Buy : Click on “Buy” on the corresponding module to be redirected to the...
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updated 2 months ago
13. Reports
13.1 Reports
13.1.1 How to export data? 1. Reports you can find under "Others" in the main menu. 2. Export Data tab can be used to export data from the app. 3. Select the section from which the data needs to be exported. 3. Select the duration to be...
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updated about 2 months ago
14. Misc Functions
14.1 Email Templates
14.1.1 How to manage email templates? 1. Email Templates lets you create customized email templates for your various needs 2. Email templates can be found under Others in the main menu. 3. In the emails page, email templates are listed based on...
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updated 2 months ago
14. 2 Calendar
14.2.1 How to manage calendar? 1. The calendar can be found as shown in the main menu. 2. All the events are displayed on the calendar as shown. You can see your calender in view month or list. 3. To create a new event, click on the "Add...
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updated 2 months ago
14.3 Searching
14.3.1 Searching 1. Searching can be found in the main menu as shown below. 2. Type in the phrase you´re looking for, it will search the whole app. For example, you can look up expenses, invoices or orders.
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updated 2 months ago
14.4 To Do List
14.4.1 How to manage To-Do List 1. To-do list can be found in the main menu as shown below. 2. To add the new activity type something and click on the "Add" button. 3. You can mark the new activity as done, or you can delete by clicking...
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updated 2 months ago
15. HRM Module
15.1 HRM
15.1.1 HR Module The CiuisCRM: HR Module provides features like Payrolls and Payslips which allows you to to create and track record for salary payments to all your staff. Payrolls: Salary template for individual staff. Payslips: Payment record...
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updated 2 months ago
15.2 HR Area
15.2.1 HR Area HR Area is a new area to manage functions related to Payrolls, Payslips and Leave Management. Features: All staff will have access to this area. Staff can use the same email and password to login to the HR area.
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updated 2 months ago
15.3 HR Manager Role
15.3.1 HR Manager 1. When the HR Module is activated, you will have access to a new role type called the HR Manager. Features of HR Manager: Only the roles of type HR Manager have access to Payrolls. Only HR Managers have access to create, edit...
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updated 2 months ago
15.4 Payrolls
15.4.1 Payrolls Only the role of role type HR Manager can perform the following functions. Create: From the Payrolls page, click on Create . Enter the details and click on Save . Staff: The staff for whom the payroll is to be created. Expense...
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updated 2 months ago
15.5 Payslips
15.5.1 Payslips Can be created by an HR Manager only. Can be viewed by the HR Manager and the staff to which the payslip belongs. Can be deleted by the HR Manager but not edited. Payment: Click on the Record Payment button to initiate payment of...
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updated 2 months ago
Introduction
Dashboard
Dashboard
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updated 3 months ago
4. Sales Functions
4.2 Sales Leads
4.2.1 Lead Page Options: 1. Lead can be found under Sales in the main menu. 2. All existing leads and their details are listed here. You can access other options using the below options for the leads’ page. 3. To search the lead click on the ...
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updated 2 months ago
4.3 Sales Orders
4.3.1 Create Order: 1. Orders can be found under Sales in the main menu. 2. All the existing orders are listed here. Click on the Create icon to create an order. To search the order click on the "Search" (1) icon. By default, all the columns...
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updated 2 months ago
11. User Staff & Roles
11.3 Tax Consultant
11.3.1 Adding Tax Consultant: 1. From the Admin Profile, select Staff from the menu. Click on the " Add Staff" button. 2. Enter the staff details, select the relevant department, make sure to select the Tax Consultant roles button and click on...
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