Introduction
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 Exten...
License
How to install your Licence? The very first time you try to login to the app, you will be redirected to the licence verification page.. Enter a valid Envato Purchase Code and click on Verify. After verification, you will be redirected to the log...
OTA Updates
How to update the CiuisCRM app? from the Settings page, click on the Version Check icon . Select the Check for Updates button. If a new update is available, the current version number, new version number and the changelog for the new version ...
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 ap...
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) i...
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 b...
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...
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 licen...
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 ...
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 ...
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...
2.9 Dashboard
2.9 Dashboard 1. After logging into the sales account, you will be greated by the following screen: 1 The left-hand display is showing all of your sales details as a summary 2 The right-hand display is showing al recent actions, as well as time ...
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 the customer page options by following the point in the image. Search(1):...
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. Search(1): Click on the Search (1) icon to find the particular product. 4. Unit of Measure(2): ...
3.3 Vendor
3.2.1 Create Vendor: 1. Vendors can be found under "Purchases" in the main menu. 2. All the existing vendors are shown as a list on the vendor's page. Follow the points for understanding the vendor's page 3. Search(1): To search a particular...
4. Sales Functions
4.1 Proposal Quotations
4.1.1. Create a Proposal 1. You can find Proposals under "Sales" , in the main menu. 2. All the created proposals are listed here. Search(1): To search the proposal click on the Search" icon to search for a particular proposal. Filter Column...
4.2 Sales Leads
4.2.1 Lead Page Options: 1. Lead can be found under "Sales" in the main menu. 2. All the leads that are created are listed on the Leads pages here. You can access other options from the leads page. 3. Search(1): To search the Lead click on...
4.3 Sales Orders
4.3.1 Create Order: 1. You can find Orders under "Sales" , in the main menu. 2. All the created Orders are listed here. Click on the Create icon to create an order. Search(1): To search the Orders click on the " Search" icon to search for a...
5. Inventory Management
5.1 Warehouse
5.1.1 Create Warehouse Location 1. Inventory can be found under "Sales" in the main menu. 2. " Settings(1)" : To add Warehouse click on the "Settings" Icon on the right side as shown below. 3. Once you click the Setting icon, it will take yo...
5.2 Inventory & Stock Transfers
5.2.1 Create Inventory: "Inventory" can be found under "Sales" in the main menu. All the inventories that are created are listed on the Inventory page here. Search(1): To search the inventory click on the " Search" icon to search for a partic...
6. Purchasing
6.1 Purchase Orders
6.1.1 How to manage Purchases? 1. "Purchases" can be found under "Purchases" in the main menu. 2. Here all the Purchases detail stored in the CRM are displayed. Search(1): Click on the " Search" icon to find the particular purchase. Fil...
6.1.1 Payments
6.1.1.1 Payments: 1. All the payments made for this purchase are listed on the right side under the "Payment" section 2. Add(+): To create new payments click on the "+" icon. 3. Fill in all details and click on the "Save" button. 4." Sea...
7. Project Management & Tasks
7.1 Projects
7.1.1 How to manage a project? 1. "Projects" can be found under "Track" i n the main menu. 2. All the existing projects are listed here. Search(1): To search the Orders click on the " Search" icon to search for a particular order. "See the l...
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 dif...
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 vi...
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 ti...
8. Ticketing
9. Finance & Accounting
9.1 Accounts
9.1.1 Create Account: Accounts can be found under "Finance" 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 ...
9.2 Invoice
9.2.1 How to manage Invoice: 1. Invoices can be found under "Finance" in the main menu. 2. Created Invoices are listed in the overview of the invoice page. Search(1): Click on the " Search" icon to search for a particular invoice. Filter Colu...
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.
9.3 Expenses
9.3.1 How to manage Expenses? 1. Expenses can be found under "Finance" in the main menu. 2. Expenses created are listed in the overview of the expenses page. Search(1): Click on the " Search" icon to search for a particular expense. Filter ...
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. Deposi...
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...
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...
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 al...
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 downl...
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 yo...
10.6 Appointments
10.6.1 Create a new appointment: 1. You can create a new appointment by clicking on the "+" icon. 2. Select the staff you want to schedule a meeting with. 3. Choose the data and time, and click on Confirm.
11. User Staff & Roles
11.1 Staff Master
11.1.1 Create Staff and Department: 1. Staff can be found under "Others" in the main menu. 2. All the Staff details already stored in the CRM are displayed here. 3. To search the staff click on the icon (1). 4. Click on the "Show List" (2) ico...
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 ...
12. Addon Modules
13. Reports
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 t...
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 Even...
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.
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 o...
15. HR Module
15.1 HRM
15.1.1 HR Module The CiuisCRM: HR Module provides features like Payrolls and Payslips which allows you to create and track records for salary payments to all your staff. Payrolls: Salary template for individual staff. Payslips: Payment record for ...
15.2 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.
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 an...
15.4 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 Category: The expe...
15.5 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 the payslip. En...
