Public Key

Before using Accept.js, you must generate a Public Client Key.

To generate the Public Key, log in to the Merchant Interface as an Administrator and navigate to Account > Settings > Security Settings > General Security Settings > Manage Public Client Key. If the Public Client Key does not yet exist, answer your security question to generate the key.

API Keys

Login to your Authorize.net account and click on “Account” on the top right side.

In the left menu Account area click on “Settings“

Click on API credentials area located in the security settings

You will need to get API Login ID &  Transaction Key, your API Login ID will be displayed on the current page

To get a new Transaction Key, you will need to answer the security question at the bottom of the page below the Create New Key(s) section, check the “Disable Old transaction Key(s)” checkbox and press Submit.

Copy your API Login ID, Transaction Key, and Public Key then add them to the settings area for Payment gateways in Adlis ERP-CRM Dev.

Notes

• Authorize.NET supports only 1 currency per account, in the currency field add only 1 currency eq: USD or AUD, etc..
• If you enabled test mode, read more here.

Configure PayPal Smart Checkout

• To set up this feature you will now need to Log in to your PayPal Developer Account to locate your API details. Keep in mind that in order to use Live details, you will need a PayPal Business Account.
• Click on the My Apps & Credentials menu within your PayPal Developer Account.
• Scroll down to the Rest API Apps section.
• Click the Create App button.

• Give your app a name e.q. “Adlis ERP-CRM Dev.“
• Click the Create App button.
• You will now see your Sandbox Client ID and your Sandbox Secret Key (once you click the ‘show’ button).
• Click the Live button in the left-hand corner to show your Live API Keys.
• In Adlis ERP-CRM Dev. navigate to Setup->Settings->Payment Gateways->PayPal Smart Checkout
• Copy and paste the needed API Credentials for your requirement LIVE or SANDBOX from your PayPal account into the settings of your Adlis ERP-CRM Dev. PayPal Smart checkout gateway.

• Ensure you paste them in the correct fields.
• Check the “Active” checkbox to activate the PayPal Smart Checkout gateway.
• If you added SANDBOX API credentials, make sure to check the ” Enable Test Mode” option in Adlis ERP-CRM Dev..

In order to start configuring your Google Adlis ERP-CRM Dev. related features, you will need to create (in case you don’t have one till now) a project into a Google Developers Console. You can use one project to manage all of your applications, or you can create a different project specific for Adlis ERP-CRM Dev..

Because Adlis ERP-CRM Dev. is a standalone application and is installed on your server and you are the data controller and responsible for processing all the data, you will need to configure additional config on the Google Developers Console page.

Prerequisite

Create New Google Developers Console Project

To get started, you need to first use the setup tool, which guides you through creating a project in the Google API Console, enabling the API, and creating credentials.

In most cases, after you create the project with the setup tool, the project will be auto-named My Project, but you can rename it manually to e.q. Adlis ERP-CRM Dev., click here to see how to rename the project.

Generate API Key

Click on the top left sidebar toggle icon then APIs & Services -> Credentials to create new API key.

Click Create Credentials then from the drop-down select API Key

Add this API key in Setup->Settings->Google in the Google API Key input field, this will be your Google API key linked to Adlis ERP-CRM Dev. that will be used for various features.

Create OAuth client ID

While you are on the credentials page, click Create credentials and then OAuth client ID

Google may ask you to set a product name on the consent screen, in most cases you will see this message “To create an OAuth client ID, you must first set a product name on the consent screen“, click on the right button Create consent screen and fill all the required fields, see below example of the consent.

After you create the consent, save and refresh the create OAuth client ID page, you should be able to start creating the OAuth client ID key as shown below.

After you create the OAuth client ID your credentials page should look like the image below.

You can now copy the client id and add this client id in Adlis ERP-CRM Dev. in Setup->Settings->Google->Google API Client ID.

Google Features

Google Drive Picker (from v2.2.0)

NOTE: This feature requires verification from Google, see below for more more information.

Google Drive Picker is a feature added in Adlis ERP-CRM Dev. in version 2.2.0, this feature will allow you to link your/staff members Google account and select files to be included in Adlis ERP-CRM Dev. directly from your Google Drive, similar feature exists in Adlis ERP-CRM Dev. with Dropbox.

Enable Google Drive API and Google Picker API Library

First, you need to enable the Google Drive and Google Picker API libraries in the project you created, to achieve this, click on the top left menu toggle then APIs & Services->Library and search for Google Drive, click on the library and then click Enable then perform new search for Google Picker API and enable it.

Enable Google Drive in Adlis ERP-CRM Dev.

The Google Drive feature is disabled by default and can be enabled once you configure the Google API Key, the OAuth Client ID and enabled the Google Drive Library, after ensuring this, in order to enable this feature, you can navigate to Setup->Settings->Google and set Enable Google Picker to Yes.

Authentication Google Drive

Once you enabled Google Drive Picker, navigate e.q. to some area where the Google Drive is available, for example, in this case, we will use the project files Google Drive and click on the right button Choose From Google Drive

A new popup will be shown to choose your Google account that you will grant access for the application.

App Verification

After you select your account, probably you will see a message “This app isn’t verified“, it’s your responsibility to ensure that the Project/App you created is verified, you can click here to read more how to verify your application, otherwise click on Advanced then Go to [App Name] (unsafe) just to test this feature for your own account.

The verification process is clearly explained by Google and all the steps how you can verify your app, as Adlis ERP-CRM Dev. does not hold any data for your company, you will need to verify this on your own as you will use the Google Drive Picker.

When Google asks for privacy policy URL, if you have a privacy policy for your main website, you can use this privacy policy or you can enable Adlis ERP-CRM Dev. GDPR features and use privacy policy page directly from Adlis ERP-CRM Dev..

Support Features for Google Drive

Currently, Google Drive Picker is available for the following features:

• Tasks
• Invoices
• Estimates
• Proposals
• Leads
• Customer Profile Files
• Contracts
• Project Files

Setup Google Calendar

Enable Google Calendar API

First, you need to enable the Google Calendar API library in the project you created, to achieve this, click on the top left menu toggle then APIs & Services->Library and search for Google Calendar API, click on the library and then click Enable.

Make your Google Calendar public:

In the Google Calendar interface, locate the “My calendars” area on the left.

Hover over the calendar you need and click the downward arrow.

A menu will appear. Click “Settings and sharing“.

Check “Make available to public” and make sure “See all event details” is selected

Obtain your Google Calendar’s ID

While you are in the Settings and sharing, search for Calendar ID, you will see your Calendar ID. It will look something like “abcd1234@group.calendar.google.com“

Copy the calendar ID and add the main calendar id for your company in Setup->Settings->Google in the field Calendar ID

Setup Google Calendar for departments

Create a new calendar in the Google Calendar interface and get the calendar ID (same steps as mentioned above). Probably already you set up the Google API key in Setup -> Settings -> Google, now navigate to Settings -> Departments and add the Google calendar ID into the Google Calendar ID field for the department you want to set up. For multiple departments, you need to create different calendars in the Google Calendar interface.

Keep in mind that the main calendar is shown to all staff members.

Calendar Debugging

If you experience any problems setting up the calendar you should debug by hitting F12 on the keyboard (or right click inspect element on a browser) to and click console. If any errors are shown will be visible in the console.

Google reCaptcha

First, you need to generate Secret key and Site Key.

1. Go to https://www.google.com/recaptcha/admin
2. On Register new site enter Label eq. Adlis ERP-CRM Dev. – reCaptcha
3. Add your domain name
4. Click Register

Copy the Secret Key and Site Key and go to Setup->Settings->Google->reCaptcha paste in the necessary fields.

Try visiting the admin login the reCaptcha should be visible.

reCaptcha keys are wrong and you got stuck in login?

In case you entered wrong keys and you got stuck in login please read more below.

Common issues here can be:

1. Copying the keys with blank spaces, make sure that there are no blank spaces.
2. Copying the keys with additional text around this key.
3. The reCaptcha keys not existing in your in your google reCaptcha account.

Disable reCaptcha from phpmyadmin

1. Login to cPanel.
2. Go to phpmyadmin and select the database that Adlis ERP-CRM Dev. is using.
3. Go to table tbloptions and by clicking on the top search phpmyadmin button do the following searches for the column name
   1. recaptcha_secret_key
   2. recaptcha_site_key
4. Set the values on both rows empty.

Customer Map

Customer map is a feature used in the admin area and once you set up this feature for customer each time when you need the customer company location you can navigate to this customer profile and click on the Map tab.

To use this feature first you need to have properly configured Google API Key in Setup ->Settings->Google and in Google Developers Console make sure that you have enabled Maps Javascript API for the project you have created, to achieve this, click on the top left menu toggle then APIs & Services->Library and search for Maps Javascript API.

Google recently changed the Maps Javascript API billing model, for this reason, Google requires to enable billing in your project. Click here to enable billing.

Once you have created a billing account and project you are eligible for the Google Cloud Platform $300 free trial and Google Maps Platform recurring $200 monthly credit. To learn more, see Billing Account Credits.

Keep in mind that it’s your responsibility to monitor your usage with maps in order to prevent overbilling, if you don’t feel confident, the best is to avoid this feature and leave it unconfigured.

This feature works with Google Map Latitude and Longitude. Get the Latitude and Longitude from google map and insert it into the customer profile.

1 – Login to Braintree dashboard.

2- From the top menu in the dashboard click on Settings->API Keys

3 – If you haven’t generated API keys yet, click on the button Generate New API Key

You will be able to see a list of API Keys to use,

4 – Copy Public Key and add the key in Setup->Settings->Payment Gateways->Braintree

5 – Copy Private Key (click on VIEW to see the private key) and add the key in Setup->Settings->Payment Gateways->Braintree

6. Scroll to the bottom and find your Merchant ID and add the merchant id in Setup->Settings->Payment Gateways->Braintree

To configure SMS navigate to Setup->Settings->SMS and chose the SMS gateway you want to activate, fill the config credentials and make sure that you actually activated this provider. The SMS gateways config is really simple, in most SMS gateways you will be able to find your API keys for the SMS config in your SMS gateway dashboard.

Keep in mind that only 1 provider is allowed to be active, if you try to activate another provider, the previous ones will be automatically deactivated.

Triggers

Triggers are the actual actions when the SMS will be sent.

1. Invoice Overdue Notice – Trigger when invoice overdue notice is sent to customer contacts either manually or via CRON Job.
2. Invoice Payment Recorded – Trigger when invoice payment is recorded, this action trigger when customer pay invoice online or an invoice payment is recorded manually from admin area.
3. Estimate Expiration Reminder – Trigger when expiration reminder should be sent to customer contacts, either manually or via CRON Job.
4. Proposal Expiration Reminder – Trigger when expiration reminder should be sent to the proposal, either manually or via CRON Job.
5. New Comment on Proposal (to a customer) – Trigger when staff member comments on proposal, SMS will be sent to proposal number (customer/lead).
6. New Comment on Proposal (to staff) – Trigger when customer/lead comments on proposal, SMS will be sent to proposal creator and assigned staff member.
7. Contract Expiration Reminder – Trigger when expiration reminder should be sent via Cron Job to customer contacts, because there is no option to manually send expiration reminder for contracts, this action is triggered only via CRON job.
8. Staff Reminder – Trigger when staff is notified for a specific custom reminder.

Testing

Prior to version 2.0.1, please use the steps below to test the config

In order to test if the SMS sending will work fine after you configure it, you can create custom staff reminder.

Also, make sure that in Setup->Settings->SMS the trigger Staff Reminder is actually filled with text, because if the trigger is empty no SMS will be sent.

From the main menu click Customers -> [Customer] -> Reminders tab and create a reminder for your user with the nearest date eq if your time is 09:50 add reminder for 09:51. Wait 5 minutes the cron job to run to notify you, you should receive the SMS, in case the SMS is not sent, you can navigate to Utilities->Activity Log to see any activity outputted and a reason why the SMS was not sent successfully.

Don’t forget in your profile to add your phone number.

If you are using version 2.0.1 or newer, you can test the SMS sending directly in the SMS config area.

Notes

• SMS integration is one way messaging, which means that your customers won’t be able to reply to the SMS, perhaps you should mention this in the SMS or leave it without this mention, in real life example nobody is replying to automated SMS.
• If you are using Clickatell, you won’t be able to send SMS to USA numbers as sending SMS to USA numbers requires to way messaging.
• You must keep an eye on the phone numbers, they must be E.164 format if you click on the E.164 link you will be able to see that this is an example by Twilio but this rule is applied to all SMS providers in order everything to work properly.
• On data Eq. invoices, estimates, contracts, proposals older (from the date created) then 45 days, no SMS will be sent. This is protection added by the system in order to protect you from spamming your customers. Very often can happen if you are adjusting some settings or just testing something the system to catch this old Eq invoice via the cron job and send SMS but you didn’t actually want this.

Date Format and Time Format

Date and time format can be easily changed by navigating to Setup->Settings->Localization

Company Information Format

Your company information format can be changed in Setup->Settings->Company Information, scroll to the bottom and apply the changes with the available merge fields in the Company Information Format (PDF and HTML) textarea.

Thousand and Decimal Separator

Thousand and Decimal separator can be changed in Setup->Settings->Finance.

This is the general configuration for numbers, if you are looking for an option to configure this per currency, starting from version 2.3.2, you will be able to do this per currency in Setup->Finance->Currencies

Taxes per item in transactions (invoice, estimate etc…)

In case you don’t want to show tax per item per eq invoice you can turn Co. tax per item in Setup->Settings->Finance and set Show TAX per item to No

Note that when creating transaction eq invoice you will still need to add the tax in the item area, this option is only for the tax in HTML/PDF invoice to be hidden or not.

Customers Address Format

Customers address format can be changed in Setup->Settings->Customers, scroll to the bottom and apply the changes with the available merge fields in the Customer Information Format (PDF and HTML)  textarea.

PDF Document Formats

Navigate to Setup->Settings->PDF->Document Formats to change the PDF documents format in case you need different format other than A4 Portrait. Many countries use different formats for PDF documents.

You can easily change the format to A4 Portrait, A4 Landscape, Letter Landscape or Letter Portrait.

Invoice, Estimate, Credit Note Number Format

Eq. to change the number format for your invoices, you can navigate to Setup->Settings->Finance->Invoices and find the option Invoice Number Format

Currently, available number formats are the following:

• Number Based (000001)
• Year Based (YYYY/000001)
• 000001-YY
• 000001/MM/YYYY

VAT Number Field In Customer Profile

VAT Number is used if your company is doing business in Europe, in case you don’t do any business in Europe you can easily remove the VAT number field from customer profile by navigating to Setup->Settings->Customers and set Company requires the usage of the VAT Number field to NO.

Changing Specific Translations

If you want to change eq specific translations eq Zip Code to Postal Code you can achieve this by creating custom_lang.php file, click here to read more about overwriting translation text.

The code sample includes changes to Zip Code, Vat Number, and State, we will update this article in case there are other more specific texts to be changed for country-specific needs.

Copy and paste this code into your custom_lang.php file, don’t forget to add the <?php opening tag at the top if it’s not already there.

 // Zip Code to Post Code 

 $lang['clients_zip'] = 'Post Code';
 $lang['client_postal_code'] = 'Post Code';
 $lang['settings_sales_postal_code'] = 'Post Code';
 $lang['billing_zip'] = 'Post Code';
 $lang['shipping_zip'] = 'Post Code';
 $lang['lead_zip'] = 'Post Code'; 

 // VAT Number to TAX Number 
 
 $lang['client_vat_number'] = 'TAX Number';
 $lang['clients_vat'] = 'TAX Number';
 $lang['company_vat_number'] = 'TAX Number'; 

 // State to Province 
 $lang['client_state'] = 'Province';
 $lang['clients_state'] = 'Province';
 $lang['billing_state'] = 'Province';
 $lang['shipping_state'] = 'Province';
 $lang['lead_state'] = 'Province';

Note that in future we may change this implementation and modify the language keys eq. to be used only one key for all areas eq zip_code will be applied for billing zip, leads zip etc.. you may need to re-visit this article in case your text is not longer applied, to check if is anything changed so you can apply the changes to your custom_lang.php file too.

The process is very easy, once you configure the contact form to be compatible with the email integration, you will import leads in no time with the fields filled in contact form automatically added for the imported lead.

We recommend you first to read this whole setup article to get the idea how the contact form fields will be mapped and how the leads will be imported in Adlis ERP-CRM Dev. to get familiar with the steps you need to perform in order to make this config working, then you can move on to configure the full setup.

For the simplicity of this example and setup, we will use a minimal example for Contact Form config with fields Name, Email, Message (see below for more detailed example).

Install Contact Form 7

If you already have Contact Form 7 installed and you are familiar with Contact Corm 7 you can skip this step.

If you haven’t already installed Contact Form 7, you must install the plugin from your WordPress dashboard area, from the left menu navigate to Plugins->Add New and search for Contact Form 7, after you find the Contact Form 7 plugin click on Install and after installation click on Activate.

We assume that you are already familiar how Contact Form 7 works and how you can embed the form into custom page eq. Contact Us, in case you are not, you can read more by clicking here.

Configure Contact Form 7

In this example, we will use the basic Contact Form 7 config which comes with the form after installation.

After you install and activate the plugin from the WordPress admin menu click on Contact->Contact Forms

Chose the form you want to configure and click on the name.

Click on the Mail tab in the contact form to configure the contact form email to be compatible with Adlis ERP-CRM Dev..

Additional Headers

Add your Adlis ERP-CRM Dev. integration email configured in Setup->Leads->Email Integration.

In new line add eq. Bcc: yourleadsintegrationemail@example.com

Make sure that the Reply-To header is set as shown in the image.

This is the important part, in this case when a user fills out the form, the contact form plugin will add BCC your leads email integration email and the Adlis ERP-CRM Dev. CRON job will be able to catch this email and import the lead with the provided fields.

Message Body

The point here is to wrap all form values and include in the email message/body with:

<div id="field_LEAD_FIELD">[your-CONTACT-FORM-FIELD]</div>

After the email is sent this field will be populated with the actual field value and will become eq.

<div id="field_LEAD_FIELD">John Doe</div>

You will need to replace LEAD_FIELD with the actual lead field.

Use HTML content type

In Contact Form 7 mail tab check Use HTML Content Type, in this case, the email will be HTML.

Available lead fields

field_name
field_title
field_email
field_website
field_phonenumber
field_company
field_description
field_address
field_city
field_state
field_country
field_zip
field_lead_value (v2.5.0)

Country Field

If you are passing a country field, keep in mind that the country must be ID from Adlis ERP-CRM Dev. database table for countries (tblcountries) or the name Eq. United States (without typos) because Adlis ERP-CRM Dev. script will compare the country name passed in the message body and find suitable country id from Adlis ERP-CRM Dev. countries table.

Eq user writes United States, this will work fine, but if a user writes a country name that does not exist in countries table or makes a typo eq. Untited States, Adlis ERP-CRM Dev. won’t be able to identify the ID of the country from countries table.

Custom Fields

In case you want to integrate a custom field for a lead, you can use custom_field_ID, Replace the ID with the actual custom field ID which can be found in Setup->Custom Fields.

If you use a custom field the email message markup should look like this:

<div id="custom_field_ID">[your-CONTACT-FORM-FIELD]</div>

Eq. example for a custom field of type Select in Adlis ERP-CRM Dev. – Click here to see the options config.

Eq. example for a custom field of type Select in Contact Form 7 – Click here to see options config.

Attachments

In the Mail Tab in Contact Form 7 simply add the field tag in the File Attachments Area.

Keep in mind that only attachment extensions allowed in Setup->Settings->General (Adlis ERP-CRM Dev. installation) will be added while importing the lead.

Full example with more fields

Let’s say our Contact Form 7 have fields:

• Subject
• Name
• Email
• Website
• Phone number
• Company
• Message

Contact Form Fields

Our contact form fields config should look like this (you can format it however you like):

<label> Subject
    [text* your-subject] </label>

<label> Your Name (required)
    [text* your-name] </label>

<label> Your Email (required)
    [email* your-email] </label>

<label> Website
    [text your-website] </label>

<label> Phone Number
    [text your-phonenumber] </label>

<label> Company
    [text your-company] </label>

<label> Your Message
    [textarea your-message] </label>

[submit "Send"]

Mail Tab Config

Click on the mail tab to configure the email body content.

You can get the available shortcodes of the field values at the top of the Mail Tab Config where it says “In the following fields, you can use these mail-tags”

The email body content should look like this:

From: [your-name] <[your-email]>
Subject: [your-subject]

Name:
<div id="field_name">[your-name]</div>

Email:
<div id="field_email">[your-email]</div>

Website:
<div id="field_website">[your-website]</div>

Phone Number:
<div id="field_phonenumber">[your-phonenumber]</div>

Company:
<div id="field_company">[your-company]</div>

Message Body:
<div id="field_description">[your-message]</div>

-- 
This e-mail was sent from a contact form on Adlis ERP-CRM Dev. (https://help.perfexcrm.com)

You can see how all field values are wrapped within div with id=”field_LEAD_FIELD”, the LEAD_FIELD is actually from the available lead fields

In this example the message that the user will write in the contact form we are populating the lead description text area, which is suitable for this case.

Keep in mind that the subject won’t be added to the leads section of Adlis ERP-CRM Dev. because the subject is not suitable for any field that belongs to lead, you can either create a custom field or you will be able to view the subject by clicking on the Email Activity tab in the lead modal, click here to check how this will look.

Now when a user fills Contact Form 7 the plugin will add your email integration email as BCC header and this email will be sent too to the email integration email.

The Adlis ERP-CRM Dev. cron job will read this email and map all fields provided within the email message and import the lead in Adlis ERP-CRM Dev. leads section.

Imagine you have 5 websites, you can embed the form in all 5 websites and in this case all the form submits will be created as a ticket in your Perfex CRM installation, in this case all your staff members/sales agents will be able to view the requests send and take appropriate actions in no time. If the email field in the ticket form already exists as a contact in Perfex CRM under specific customer, the system will auto add this ticket to this contact.

You can even add custom fields in the form, in Setup->Custom Fields if you create a custom field that belongs to tickets, a new checkbox will be shown at the bottom Show on ticket form, tick this checkbox if you want this custom field to be shown on the ticket form.

The form URL can be found at Setup->Settings->Support->Ticket Form.

The system will automatically show you a sample iframe embeddable code which you can copy and paste in your website.

Redirect User to Custom URL After Form Submission

Via FTP/cPanel go to application/helpers/ and create (if don’t exists) file my_functions_helper.php and add the following code snippet:

add_action('ticket_form_submitted','my_ticket_form_submitted_redirect_to_custom_url');

function my_ticket_form_submitted_redirect_to_custom_url($data){
    echo json_encode(array(
      'success'=>true,
      'redirect_url'=>'http://yourcustomurl.com'
    ));
    die;
}

Don’t forget to include the <?php opening tag at the top of the file if it’s not already added.

Styling

If you need to style the color of the input fields to fit with your website you can create custom.css file in assets/css and apply the necessary styles.

Example changing inputs border color:

body.ticket_form input {
border-color:red;
}

Example changing submit button background color:

body.ticket_form #form_submit {
background:red;
}

body.ticket_form #form_submit:hover,
body.ticket_form #form_submit:active {
background:green;
}

Passing department ID in URL (from v2.1.1)

If you are using the ticket form to a multiple URL’s where on each URL you need to send the ticket to a different department without the user that is filling the form knowing this, you can pass parameter in the ticket form URL to achieve this.

For example, let’s assume you have 2 different departments Billing and Technical Questions and the ticket form is placed on different landing pages or sections on your website corresponding to the department and you want each time the user fills the form e.q. on Billing landing page or section the ticket to go straight into the Billing department without the user knowing this.

The first step you need to make is to get the department ID in Setup->Support->Departments, on the table first column you will be able to see the department ID, for this example let’s assume that your Billing department has ID with number 1.

After you get the department ID, you should modify your ticket form URL to https://your-crm-installation.com/forms/ticket?department_id=1

If you visit the URL you will be able to see that the department field is hidden but the Billing department will be pre-selected and the ticket will go straight to the Billing department.

You can repeat this step for an unlimited number of departments, you will only need to change the department ID parameter.

Add custom form HTML, Eq. logo

In application/helpers create a file (if don’t exists) and add the following code:

hooks()->add_action('ticket_form_start','my_ticket_form_start');
function my_ticket_form_start(){
    echo '<img src="https://yourwebsite.com/logo.jpg">';
}

Don’t forget to include the <?php opening tag at the top of the file if it’s not already added.

Keep in mind that you will need to change the logo URL.

When placing the iframe snippet code there are few things you need to consider.

1. If the protocol of your Adlis ERP-CRM Dev. installation is HTTP then use a HTTP page inside the iframe.
2. If the protocol of your Adlis ERP-CRM Dev. installation is https than use an https page inside the iframe.
3. Summarized will be no SSL Adlis ERP-CRM Dev. installation will need to place the link in no SSL eq landing page and backward, SSL websites with SSL Adlis ERP-CRM Dev. installation and no SSL website with none SSL Adlis ERP-CRM Dev. installation. You can read more about this here

Before, when new notifications for a user was added you needed to refresh the page in order the notifications to be updated. Now in this case the notification will be real time and will be shown immediately in Adlis ERP-CRM Dev. on the top right side.

First you need to register to Pusher.com website to use their services. Click here to register if you haven’t registered already.

Login to pusher.com with your account and on the channels section, click Manage as shown on the screenshot below.

At the top right side, click Create App

A popup window will be shown to create your new application.

• Name your app – for example: Adlis ERP-CRM Dev.
• Select a cluster – By default pusher.com will select your cluster, you can change it if its needed. You can read more here what is cluster: https://pusher.com/docs/clusters
• Frond-end tech stack – Select jQuery as shown in the image below.
• Back-end tech stasck? – Select PHP as shown in the image below

Click on Create app at the bottom of the popup modal.

After the app is created click on the App Keys sidebar menu and on the right side you will be able to see you app keys that needs to be added in Setup->Settings->Pusher.com in your Adlis ERP-CRM Dev. admin area.

Add the keys to the corresponding fields.

• app_id = APP ID field
• key = APP Key field
• secret = APP Secret field
• cluster = Cluster field

After you add the keys set Enable Real Time Notifications to Yes and save setting.

That will be all when setting up Pusher.com realtime notifications with Adlis ERP-CRM Dev..

Desktop Notifications

If you are using version 1.9.0 or above you can configure desktop notifications together with Pusher, keep in mind that desktop notifications require pusher configured in order to work properly.

After you configure pusher you will be able to enable the desktop notifications as shown in the image below.

By default Adlis ERP-CRM Dev. ships with 5 predefined statuses, Not Started, In Progress, On Hold, Cancelled, Finished but you can inject new statuses with simple action hook to fit for your needs.

We assume that you have some basic knowledge of reading php code for this article but wont be that hard if you don’t have. You can just copy and paste the code and adjust the keys for your needs (see below keys explanation).

In this example you will add 1 new project status with name Planning

In application/helpers create file my_functions_helper.php and add the following code:

<?php

hooks()->add_filter('before_get_project_statuses','my_add_custom_project_status');

function my_add_custom_project_status($current_statuses){
    // Push new status to the current statuses
    $current_statuses[] = array(
           'id'=>50, // new status with id 50
           'color'=>'#989898',
           'name'=>'Planning',
           'order'=>10,
           'filter_default'=>true, // true or false
        );
    // Return the statuses
    return $current_statuses;
}

• id – The id of the project status, its recommended to add higher id number to prevent overlapping the default system id’s for the project statuses. Eq now currently there is projects statuses with id 1, 2, 3, 4 and 5 and in a future if new default project statuses is added with an id 6 and you already have injected your own status with id 6 can cause issues. Its not recommended to change the ID after there is project that are using the status id.
• color – Color for this status in hex format.
• name – The name of the status that will be displayed to users.
• order – The order of the status.
• filter_default – This option is used if you want to exclude the projects that are using this status by default to be included in the lists tables. Eq if this option is false when you access the projects lists area by default the projects that are using to this status wont be shown and you will neeed manually to use the filters to include in the table.

After you adjust the code to fit for your needs save the file my_functions_helper.php and you will be able to see your new project status.