it’s very important to note that you as Adlis ERP-CRM Dev./website/server owner are the data controller that process the information you store. We can Co.er various features that will help your CRM to comply with the GDPR law, but it’s your responsibility how you comply with GDPR, we recommend that you review your data privacy and security practices.

Every business and company is different and that may affect what you need to do to comply with GDPR. We encourage you to work with legal and other professional counsel to determine precisely how the GDPR might apply to you and your business.

Enable GDPR in Adlis ERP-CRM Dev.

To enable GDPR and GDPR features in Adlis ERP-CRM Dev., you will need to navigate to Setup->GDPR and click Enable GDPR button. All the options by default will be turned Co., you can adjust the GDPR config to fit your requirements.

Individual rights

Learn more about individual rights

The right to be informed

Click here to learn more about the right to be informed

Adlis ERP-CRM Dev. GDPR options give you the ability to provide a privacy policy and terms and conditions, to enable terms and conditions click on Right to be informed tab and enable Terms & Conditions, you may want to include the privacy policy link into your terms too.

• Enable Terms & Conditions for registration and customers portal – Before register, a user must agree to your terms and conditions before the data is collected.
• Enable Terms & Conditions for a web to lead forms – If you use a web to lead forms, you can enable terms and conditions checkbox at the bottom, in this case before Adlis ERP-CRM Dev. collect the data the data subject must agree to the terms.
• Enable Terms & Conditions for ticket form – If you use ticket forms embedded on your website, you can enable terms and conditions checkbox at the bottom, in this case before Adlis ERP-CRM Dev. collect the data the data subject must agree to the terms.
• Show Terms & Conditions in customers area footer – Additional option to show terms and condition in the footer for all customers area users (logged in and not logged in)

The right of access/right to rectification

Click here to learn more about the right of access

Click here to learn more about the right of rectification

The customers area gives the customer contacts ability to log in and view their personal information. Also, the customers area provide with access to update their personal information like first name, last name, email address, phone etc…

Below you can read for more additional options.

Contacts

• Allow primary contact to view/edit billing & shipping details – the billing and shipping for customers are stored in separate fields, you can allow the primary contact to update those fields. Note that updating billing and shipping details from customers area won’t affect already created invoices, estimates and credit notes.
• Allow contacts to delete own files uploaded from customers area – In case contact uploaded a file eq to his profile, tasks or project file, you can allow those files to be removed too.

Leads

• Enable public form for leads – The leads you add in the system will have unique URL to view their information you store for them and they will be able to update the information when they access the URL, after you enable this option the lead public URL can be found in the GDPR lead tab. Lead public form url merge field will be available in email templates too.
• Show lead custom fields on the public form – This option is used if you have custom fields for leads and you want the custom fields to be shown in the public form.
• Show lead attachments on the public form and allow attachments to removed by the lead – If you uploaded files for the lead in the Attachments tab, those files will be visible in the public form also the lead will be able to remove any files.

The right to erasure (known as the ‘right to be forgotten’)

Click here to learn more about the right to erasure

Contacts and leads can request their data to be removed from Adlis ERP-CRM Dev., click on Right to be forgotten tab to check all the available options.

Contacts

In order contacts to request their data to be removed, you will need to show GDPR link in customers area, to achieve this you can click on the General tab and set Show GDPR link in customers area navigation to Yes

After contact login to customers area, the contact can click on the GDPR link and check various options.

Leads

Leads can request data removal via the public lead form which needs to be enabled from The right of access/right to rectification tab

Removal request

If you receive a request for data removal, you can use Adlis ERP-CRM Dev. default delete functionalities eq for leads, customers, contacts and delete the data after the request is received. Additionally, you can track all requests in The right to be forgotten tab then click on Removal Requests. You can change the status to the removal request to Pending, Removed, Refused, this is used for your own purposes to know the steps taken for this removal request.

After contact/lead request data removal, all administrators will receive an email that there is active removal request, after you enable the removal request, you can check the available email templates in Setup->Email Templates.

The right to data portability

Learn more about right to data portability

In Setup->GDPR->The right to data portability you can choose various options to be exported when contact or lead use the export feature. Adlis ERP-CRM Dev. will export the data in human readable JSON format.

Contacts can export data via the customers area and leads can export data via the public form, note that no attachments will be included in the export.

The right to restrict processing

Click here to learn more about the right to restrict processing

There is no specific option for this right in Adlis ERP-CRM Dev., but Adlis ERP-CRM Dev. already compatible with this right and this can be achieved in various ways.

In Adlis ERP-CRM Dev. you can do the following:

• Set the customer/contact to inactive so you can have an indicator that this customer has restricted data processing, also when a customer is set to inactive eq staff member can’t create invoice under this customer.
• Create custom field select eq with a name: Data processing restricted with 2 option Yes and No, this will help you to know that this customer/contact data is restricted for processing.
• Disable all email notification for the contact, navigate to the customer contacts tab and open the contact, at the bottom you will be able to disable the email notifications.

Inform your staff members the steps you performed to restrict the data and how they can know if the data is restricted to processing.

Consent

Click here to learn more about consent

If you are collecting the consent for marketing purposes, you will need to get consent from the user from a separate opt-in form, the consent can’t be included in terms and conditions policy.

The consent forms that Adlis ERP-CRM Dev. Co.ers, will give simple and easy way to the users to give and withdraw consent at the same time without the need to contact you, very important part from GDPR concept for consent is that the consent checkboxes can’t be pre-checked which Adlis ERP-CRM Dev. comply with this.

Keep in mind that you cannot mix multiple consents in one, you must separate them and the user must give consent for all of them separately.

In the Consent tab, you can add an unlimited number of consent purposes.

Adlis ERP-CRM Dev. will store information about when the consent is given, IP address and the consent purpose, also if consent is manually added from the admin area, the staff name will be stored and the staff will be able to add additional information how the consent is given from the contact.

Consent URL

Each contact and each lead will have unique consent URL, where they can give you consent or withdraw the consent anytime they want.

For contacts, the consent public URL is located in the customer profile under the contacts tab, for each contact you can click on the View Consent URL.

For leads, the consent public URL is located in the lead modal under the GDPR tab.

After consent is enabled you will be able to include the consent url for leads and contacts in email templates, a new merge field will be available in Setup->Email Templates.

Custom Fields GDPR compliance

Custom fields in Adlis ERP-CRM Dev. give you the ability to create your own personalized fields for your own purpose to store and collect more data, as GDPR comes in into force, you may want to re-think how you will use the custom fields data you store and how you will manage the custom fields in Adlis ERP-CRM Dev..

Our recommendation is to add only custom fields you really need and make them visible to customers area too, so in this case, contacts will be able to see the data you store about them and also update the data.

Keep in mind that when you contact will export data, only custom fields that are checked to be visible on customers area will be included in the JSON format, as for leads in Setup->GDPR->The right of access/right to rectification you may want to Show lead custom fields in public form and also enable custom fields to be exported in Right to data portability.

Have an idea how GDPR features for Adlis ERP-CRM Dev. can be improved? Drop us an email at info@perfexcrm.com we would love to hear about it!

In version 1.9.0 we have added 2-factor authentication for staff members in order to increase the security while logging in to the admin area. Each staff member created in the system can have enabled 2-factor authentication.

The 2-factor authentication is provided via email, which means after staff enters his login credentials correctly the system will send unique authentication key via email in order the staff to log in successfully will need to enter the authentication key.

Staff members can enable 2-factor authentication by clicking on the top menu dropdown then Edit Profile link, meanwhile admins or staff with permissions for staff EDIT will be able to change this option for each staff member in Setup->Staff.

Disable 2-factor authentication

In case you got locked when 2-factor authentication is enabled and for some reason the system can’t send an email to provide you authentication code, you will need to disable 2-factor authentication via phpmyadmin.

Login to PHPMyAdmin, select Adlis ERP-CRM Dev. database, find table tblstaff and update the two_factor_auth_enabled column to 0

Enable CSRF Protection (from v1.9.4)

NOTE: If you performed a clean install of version 2.0 or above, this option will be by default enabled, don’t add again the code if it’s already in the config file.

Starting from version 1.9.4 we have implemented additional security feature in Adlis ERP-CRM Dev., this feature by default will be disabled ATM because it’s still in beta mode and customers can enable the feature manually by just adding a simple constant in the app-config.php file.

After we confirm that everything works fine with this feature enabled we will by default enable CSRF protection in Perfex CRM, in case you are experiencing some issues while this feature is enabled, don’t hesitate to open support ticket by clicking here

In order to enable this feature via cPanel/Ftp navigate from your Adlis ERP-CRM Dev. installation to application/config/app-config.php and add the following code at the bottom of this file:

/**
 * Enables CSRF Protection
 */
define('APP_CSRF_PROTECTION',true);

Enable Google reCaptcha

To prevent spam bots brute forcing your login areas it’s recommended to enable Google reCaptcha feature for clients register, clients log in, and admin/staff login.

Click here to see a detailed explanation how to configure Google reCaptcha

Enable Honeypot Spam Validation (from v.2.9.4)

If you are receiving spam registrations, we strongly recommend enabling Honeypot spam technique in Setup->Settings->Customers

Use Stronger Passwords

Adlis ERP-CRM Dev. by default does not have any logic to detect if the passwords are strong enough but it’s recommended staff members to use/generate a stronger password.

When creating staff member or contact in the password field there is an generate icon which will generate for you strong enough password which will be harder spam bots to guess it.

Add Cron Job URL Key (from v1.9.4).

The cron  job URL which is different for each system based on the domain and installation folder/path is different for each Adlis ERP-CRM Dev. installation, however, this URL can be easily guessed because there is no keys protection or additional salts appended to the URL. In order to prevent direct access to this URL, it’s recommended to add cron job key.

Make sure you use a different salt key, in this example, we will use the following key: ty543dtry634as5

Let’s assume that your current cron job is http://yourdomain.com/crm/cron/index after you define the key you cron job URL will be changed to http://yourdomain.com/crm/cron/index/ty543dtry634as5

In order to enable this feature via cPanel/Ftp navigate from your Adlis ERP-CRM Dev. installation to application/config/app-config.php and add the following code at the bottom of this file:

/**
 * Add Additional Cron Job URL Key
 */
define('APP_CRON_KEY','ty543dtry634as5');

Bad user agents blocker (from v2.0.0)

From version 2.0.0 there are additional security features added in Adlis ERP-CRM Dev. that will help you to block known bad user agents, this feature will help you to fight with spam.

In order to enable this feature via cPanel/Ftp navigate from your Adlis ERP-CRM Dev. installation to application/config/app-config.php and add the following code at the bottom of this file:

// Enables bad user agents block
define('APP_BAD_USER_AGENT_BLOCK', true);

Admin access only from specific IP address via .htaccess

If you have a dynamic IP address, please ignore this because in all cases this won’t work properly and you will be blocked from admin area each time your ISP changes the IP address.

If you access Adlis ERP-CRM Dev. admin area only from your home/Co.ice IP address, you can block any other requests to admin area by IP address. Keep in mind that if you apply this, you or your staff members won’t be able to access the Adlis ERP-CRM Dev. admin area from other IP addresses eq their home, from mobile data etc…

In order to achieve this, in your Adlis ERP-CRM Dev. installation directory find the main .htaccess file and on the top add:

# My Co.ice IP address
RewriteCond %{REMOTE_ADDR} !^xxx\.xxx\.xxx\.xxx
# You can add additional IP address eq. home IP
# RewriteCond %{REMOTE_ADDR} !^xxx\.xxx\.xxx\.xxx
RewriteCond %{REQUEST_URI} /admin [NC]
RewriteRule ^ - [F]

Replace the xxx with the actual IP address you want to allow access from.

In case you are blocked, just remove the code you added in the .htaccess file.

Disable Customers Area

Some customers don’t use the customers area at all, in case you are one of the users that don’t use the customers area and use Adlis ERP-CRM Dev. only for internal usage you can disable access to customers area.

Click here to read more how to disable customers area.

Use HTTPS Connection

The admin and customers area can be more secure when using HTTPS connection.

• If you already have installed Adlis ERP-CRM Dev. on HTTP connection click here to read how to change to HTTPS
• When performing fresh install you only need to make sure to enter the Base URL in the last step to start with HTTPS

Before using HTTPS connections make sure that you have valid SSL certificate installed on your server.

===

We will update this article when new security features are developed in Adlis ERP-CRM Dev..

Create New Records

• Shift + C – Create New Customer
• Shift + I – Create New Invoice
• Shift + E – Create New Estimate
• Ctrl+Shift+P – Create New proposal
• Ctrl+Shift+E – Create New Expense
• Shift+L – Create New Lead (opens the lead modal)
• Shift+T – Create New Task (opens new task modal)
• Shift+P – Create New Project
• Shift+S – Create New Support Ticket
• Ctrl+Shift+S – Create New Staff Member

Navigate To Specific Areas

• Alt+D – Go To Dashboard
• Alt+C – Go To Customers List
• Alt+T – Go To Tasks List
• Alt+I – Go To Invoices List
• Alt+E – Go To Estimates List
• Alt+P – Go To Projects List
• Alt+L – Go To Leads List
• Ctrl+Alt+T – Go To Tickets List
• Ctrl+Alt+E – Go To Expenses List
• Alt+R – Go To Sales Report
• Alt+S – Go To Settings

Misc

• Shift+K – Top search bar focus and ready for searching
• Shift+D – Tables search focus and ready for searching (matches only first table found in the document)
• Ctrl+Shift+L – Logout
• Shift + F – Toggle sidebar visibility(v2.7.0)

Conditional hotkeys

• Shift+F
  • Mark the current task as finished – Applicable only when task modal is opened
• Shift+E
  • Edit current task – Applicable only when task modal is opened
  • Edit lead – Applicable only when the lead modal is opened
• Shift+C
  • Convert a current lead to a customer – Applicable only when the lead modal is opened
  • Create new task comment – Applicable only when the task modal is opened

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1. Configure Database

Login to cPanel and create a brand new database that will be used for Adlis ERP-CRM Dev. installation.

You can check this tutorial how to setup MySQL database in cPanel if you are not familiar with how to configure a database, if you are not using cPanel the best is to perform few researches how to create database via your active control panel.

• Login to cPanel by accessing www.yourdomain.com/cpanel and navigate go MySQL Databases, note that this step may vary and in some hosting providers can be different.
• Create database.
• Create user and set up user password. (write down the username and the password because needs to be re-used later)
• Add the user to the database by selecting the database and the username.
• Make sure you have checked All privileges when adding the user to the database.

2. Upload files to the server

Upload the files to server folder where Adlis ERP-CRM Dev. will be installed.

1. Assume that you uploaded the files to “crm” folder, navigate to Eq. http://yourdomain.com/crm/install – Keep in mind that you need to adjust the URL based on where you uploaded the files. If you are installing on subdomain named eq crm you need to access the URL like http://crm.yourdomain.com/install.
2. If all server requirements passed click Go to Files/Folders Permissions otherwise consult with your hosting provider to fix/enable them.
3. If all permissions are passed click Setup Database otherwise you need to set 755 permissions for folders and 644 for files.
4. Enter the database credentials you configured in step 1 (configure database).
5. Click Check Database and if the database connection is successful you will be passed to the latest step otherwise please re-check your credentials and hostname. (usually, hostname is localhost but you should check with your hosting provider)
6. Re-check if the base URL is correct – Click here to read more about base URL.
7. Enter your admin username and password that will be used for login.
8. Select your timezone – Not recommended changing your timezone after you start using Adlis ERP-CRM Dev..
9. Click Install, if the installation is successful you will see the message Installation Successful.
10. Delete the installation folder.

3. After Installation Setup

Activate Modules

The default modules that come with the purchase are not activated after installation, if you need any of them, navigate to Setup->Modules to perform activation.

Base Currency

Navigate to Setup->Finance->Currencies – If your currency is not listed add your own currency. By default with the installation comes only EUR and USD currency.

Localization

Navigate to Setup->Settings->Localization to configure date format and language

Configure General Email

Setup SMTP Email by navigating to Setup->Settings->Email

Cron Job

Read more how to configure cron job by clicking here

4. Optional Setup & Information

• Customize email templates by navigating to Setup->Email Templates
• Setup user roles by navigating to Setup->Roles
• Create tax rates by navigating to Setup->Finance->Tax Rates
• Create Co.line payment modes by navigating to Setup->Finance->Payment Modes
• Predefined sales items – You can add items by navigating to Sales->Items
• Country specific options – Read more here
• If you are gonna use the support system setup departments by navigating to Setup->Support->Departments
• Additionally, you can take a look at all the option that Adlis ERP-CRM Dev. Co.er in Setup->Settings
• Read more about security measures here
• Looking for a way to quickly create or access features? Read about Adlis ERP-CRM Dev. hotkeys here
• More info about contact permissions can be found here
• More info about staff permissions can be found here

Troubleshooting & Help

• 404 Not Found after installation
• Installing on IIS
• NGINX configuration
• AWS Email SMTP Setup
• Can’t log in to Admin Area
• Staff Members Not Receiving Email When New Ticket Is Created or Reply Is Posted
• Payment Modes Not Shown on Invoice
• Why I get the Security header not valid when setting up Paypal?
• I Cant Record Transactions Other Than My Base Currency
• Switch to HTTPS After Installing to HTTP
• TCPDF ERROR: [Image] Unable to Get the Size of the Image

In Adlis ERP-CRM Dev. you can easily change the language. You only need to translate all the strings based on your needs.

1. Navigate to application/language and copy the default english folder.
2. Rename the folder in the language you want to translate. eq. french

You must rename the files inside the folder you copied based on the main folder name eq. we renamed our new folder to french and in this folder, there are 2 files, english_lang.php and english_num_words_lang.php that should be renamed like this: french_lang.php and french_num_words_lang.php

Translate all the strings via your favorite code editor and navigate to Setup -> Settings -> Localization you will see that your language is available in the dropdown to select it and save changes.

If the language you are trying to translate already exists in Adlis ERP-CRM Dev. files that come with the package its recommended to rename the folder/files eq. my_french and my_french_lang.php

Overwriting translation texts

Read more here to see how to overwrite translation texts to make Adlis ERP-CRM Dev. fit for your needs.

Encoding

Language files in Adlis ERP-CRM Dev. use the UTF-8 encoding without a Byte Order Marker, when creating language override files it is important to maintain the same encoding.

Github

All the language files are available on Github, if you wan’t to contribute translation you can create pull request and we will review the language and approve the pull request. Click here to check the github repository.

Special Charachters

Eq:

$lang['language_text_key'] = 'Text with \'quotes';

Only the staff members that belong to the ticket department will receive a notification when a new ticket is created or a ticket reply has been posted by a customer.

Additionally, you can navigate to Setup->Email Templates and re-check all ticket available email templates to make sure that they are not disabled.

Please keep in mind that when you are replying to a ticket or creating a ticket from the admin area, the staff members won’t receive any notification that e.q. new reply is posted from the admin area, only the customer will receive an email notification.

1. Login to cPanel
2. Click on the phpmyadmin icon.
3. Select the database where Adlis ERP-CRM Dev. is installed
4. Select table tblstaff
5. Find your account (you can track it by the email field)
6. In the password column paste the following hash: $P$Be1LVicdQJb9CwOg5WgEz6xnq8SCqT/

This is password 123123

Custom fields is feature in Perfex that allows you to add field based on your needs. With this ability Perfex can fit easily for your company requirements. Follow the steps to add new custom field for company.

Navigate to Setup->Custom Fields and click New Custom Field.

Choose Field Belong to Company

Give your custom fields name eq. Address Number 2 as shown in the picture.

Choose Input Type, from the listed options this New Custom field. (in most cases this field will be input)

You can also change order of the field – This is used if you have multiple fields for the same feature and you want to re-oder how they will be shown to the customer.

After filling up the new custom field click Save.

When new custom field for company is created you need to navigate to Setup->Settings->Company to give this field value.

Give this new custom field values here eq. Street Name 553.
Click Save Settings.

Read more about custom fields

Enable debug mode

Before copying/moving the files, in your existing installation, enable debug mode in the main index.php file as explained here.

This will help to see the errors in case you are having problems or receiving 500 errors after the migration, the error messages that will help you easily to resolve the issue.

Copy/Move files and database

1. Copy Perfex files to a new location or if you are moving to another server you can use cPanel to compress the file to .zip then upload and extract the zip file in your new server.
2. Export Perfex database (from phpmyadmin, see instructions below)
3. In new location, go to application/config/app-config.php
4. In app-config.php, change base URL to new URL and make sure database name, user and password are correct for the new location.
5. Import the database (.sql) file from phpmyadmin into your new server.

Migrate old links

After you finish the first steps go to application/config/migration.php and

$config['migration_enabled'] = false;

To

$config['migration_enabled'] = true;

After you enable the migration you need to replace any links contained in the CRM with your old base URL.

Go to http://yournewbaseurl.com/migration/make?old_base_url=http://myoldbaseurl.com/

Replace http://myoldbaseurl.com/ with your old base URL where Adlis ERP-CRM Dev. was installed. (the same as it was in application/app-config.php)

Total links replaced will be shown after success check. If is a new installation and doesn’t have a lot of data don’t get confused if the total replaced links show zero.

Don’t forget to turn back migration_enabled to false

That is all that needs to be done. If files were copied correctly, the database was imported correctly and files were modified/checked correctly, Perfex will now function on the new URL.

Disable debug mode

If you enabled debug mode in the first step, in your new location, disable debug mode by setting the ENVIRONMENT constant to production.

define('ENVIRONMENT', 'production');

Cron Job Migration

When you are migrating to another domain or server you must migrate/re-configure the cron job too on your new server.

Click here to read more about how to configure your cron job if you are not familiar with it.

Also, if you are migrating to another server, make sure you remove the old cron job to prevent making 404 requests for no reason.

Webhooks migration

If you have configured any webhooks for Stripe, make sure you update the webhooks in the Stripe dashboard to be compatible with your new domain name.

How to export the database from phpMyAdmin?

• Login to cPanel and search through the cPanel tools, you will be able to find the tool phpMyAdmin.
• Click on phpMyAdmin and a new window will be opened.
• Select Adlis ERP-CRM Dev. installation database.

Click Export on the top middle section shown in the navigation and then click Go.

In most servers, these extensions are enabled by default, but you should check with your hosting provider. We can recommend you to check Bynet Co. because they meet all Adlis ERP-CRM Dev. requirements, click here to explore InMotion awesome Business shared hosting packages and get Bynet Co. hosting plans for Adlis ERP-CRM Dev. visitors.

Download this file to check required extensions directly in your server.