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Setup & Configuration of ECRMRP

  • Authorize.net as a payment gateway for Elite ERP

    To configure Authorize.net Accept.js payment gateway, you need to navigate to the payment gateways configuration page in Setup->Settings->Payment->Gateways and click on the Authorize.net Accept.js...
  • PayPal Smart Checkout as a payment gateway for Elite ERP

    The PayPal Smart Checkout is a payment gateway provided by PayPal. The PayPal Smart Button Checkout contains a number of buttons that allow your customers to checkout using their PayPal Account, their credit card (Visa, ...
  • Braintree as a payment gateway for Elite ERP

    To configure Braintree payment method in Elite CRM, you will need to obtain Merchant ID, Public Key and Private Key from Braintree, to achieve this follow the steps below. 1 – Logi...
  • Mollie payment gateway for Elite ERP

    Offer your customers the payment methods Creditcard, SOFORT Banking, iDEAL, Bancontact, Bank transfer, SEPA Direct Debit, PayPal, Bitcoin, PODIUM Cadeaukaart, Paysafecard, or Belfius Direct Net. Mollie is known for reliability, transparency. ...
  • 2Checkout payment gateway for Elite ERP?

    Note that this is the new 2Checkout implementation for Elite CRM and it’s valid starting from version 2.7.1. To setup 2Checkout payment gateway you will need the following details: Merchant Code...
  • Paypal as a payment gateway for Elite ERP?

    To setup Paypal you will need API permissions. PayPal API Username PayPal API Password API Signature Follow the steps below to get the API permissions Creating an API signature...
  • Stripe Checkout as a payment gateway for Elite ERP?

    Stripe Checkout requires your Elite CRM installation to run on HTTPS url, read more here: https://stripe.com/docs/web/setup#http-requirements If your Elite CRM installat...
  • Google Configuration Features in Elite ERP

    From version 2.2.0 Google configuration is moved into a separate config tab in Setup->Settings->Google, this will allow a clear overview of all related Google config and features integrated into Elite CRM. In ord...
  • SMS integration with Elite ERP and SMS providers

    Starting from version 1.9.8 Elite CRM will support sending SMS via SMS providers for limited actions. To configure SMS navigate to Setup->Settings->SMS and chose the SMS gateway you want to activate, fill th...
  • Country Specific Configurations

    In this article, we will cover some country-specific available configurations in Elite CRM, feel free to apply them in your Elite CRM installation if they fit your needs. Date Format and Time Format Date and time format can be...
  • Import Leads From WordPress Contact Form 7

    Elite CRM has the ability to import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7 together with the feature which is buil...
  • Setup Ticket Form iframe or custom coding on any page of your website

    Embeddable ticket form in Elite CRM is a predefined form for tickets added in version 1.8.0 which you can add to your websites with an iframe and when a user submits the form the ticket will automatically open a ticket i...
  • Setup Realtime Notifications with Pusher.com

    This option is for real-time notifications, which means that you won’t need to refresh the page in case there is a notification. Before, when new notifications for a user was added you needed to refresh the page in order the notificat...
  • How To Create Staff Member or User ID and Password with Predefined Access level

    To create new staff member/agent in your Elite CRM installation navigate to Setup->Staff and click on the button New Staff Member Not Staff Member –  Firstname Lastname Em...
  • Setup Web to Lead Form And Use it via Iframe or Custom Coding

    Elite CRM Web to Lead feature allow you to build a web form based on leads fields and custom fields to place it on your website, landing page etc as an iframe. The visitors can then enter their names, email addresses, upload attachment ...
  • Email Piping / Auto Importing Tickets

    Email Piping is a feature in Elite CRM to auto open or reply to ticket from email. You can’t use both methods for auto importing tickets. You need to configure only 1 method (cPanel Forwarders or IMAP) depends on your requir...
  • Goals Tracking Feature In Elite ERP

    Goals Tracking is feature in Elite CRM to track goals. Available goals tracking: Achieve Total Income (Income will be calculated in your base currency (not converted) Convert X Leads Increase ...
  • Add or Change Currency

    Create new currency To add new currency go to Setup -> Finance -> Currencies and click New Currency. Currency Code – Add currency code, make sure you add ...
  • Tax Rates & Configuration

    Create new tax Elite CRM gives you the ability to add unlimited tax rates on your invoices/estimates/proposals etc.. You can add new tax rates by following the steps below: Navigate to Setup->Financ...
  • Multiple Payment Modes in Elite ERP

    To add new payment mode go to Setup->Finance->Payment Modes and click on the top left button New Payment Mode Payment Mode Name – Eq. Bank Bank Accounts – Des...
  • Custom Fields To Fetch Data

    Custom fields is feature in Elite CRM / ERP, which allows you to add field based on your needs. With this ability Elite can fit easily for your company requirements.Follow the steps to add new custom field. Go to Setu...
  • Setup cPanel Cron Job

    Setup cPanel Cron Job Login to your cPanel and navigate to Cron jobs Add the following settings : wget -q -O- http://yourdomain.com/crm/cron/index Change...
  • Timezone

    Navigate to Setup->Settings->Localization to setup your default system timezone. All dates will be saved in the database based on your timezone. ...
  • Roles of Employees

    Elite CRM installation by default have only 1 role added with name Employee and with no permissions, it’s up to you to adjust the permissions for this role or create a new one. To create new role navigate to Setup->Rol...
  • How To Create UNLIMITED Departments

    To configure your support system departments, navigate to Setup-> Support -> Departments and click New Department. Department name – Enter departm...
  • How to Edit Email Templates

    To set up email templates navigate to Setup -> Email templates and change the content according to your needs.You can set up a general email signature in Setup->...
  • Email & Templates IMAP POP3 Configuration

    You will need to configure SMTP settings for ECRMRP if you want to send e.q. invoices, estimates, overdue reminders etc… the SMTP config will act as a general email from ECRMRP for all emails that will be sent. In order to configure t...
  • How to add offline payment business bank details for invoices?

    1- Log in to your Admin dashboard2- Click on SETUP --> FINANCE --> PAYMENT MODES3- Add manually your Business Bank Details....