Frequently Asked Questions

HomeFAQFrequently Asked Questions
How permission works ?

Invoices

  • View (Global) – All invoices.
  • View (Own) – Only invoices created by a staff member.
  • Create – Create invoices
  • Edit – All (if have permission View Global ) and own
  • Delete – All (if have permission View Global ) and own

Estimates

  • View (Global) – All estimates.
  • View (Own) – Only estimates created by staff member.
  • Create – Create estimates
  • Edit – All (if have permission View Global ) and own
  • Delete – All (if have permission View Global ) and own

Proposals

  • View (Global) – All proposals.
  • View (Own) – Only proposals created by staff member.
  • Create – Create proposals
  • Edit – All (if have permission View Global ) and own
  • Delete – All (if have permission View Global ) and own

Expenses

  • View (Global) – All expenses.
  • View (Own) – Only expenses created by staff member.
  • Create – Create expenses
  • Edit – All (if have permission View Global ) and own
  • Delete – All (if have permission View Global ) and own

Contracts

  • View (Global) – All contracts.
  • View (Own) – Only contracts created by staff member.
  • Create – Create contracts
  • Edit – All (if have permission View Global ) and own
  • Delete – All (if have permission View Global ) and own

Payments

  • View (Global) – All payments.
  • View (Own) – (Not applicable) Based on invoices View (Own) permissions. If staff member have permission for invoices View (Own) will be able to see only payments linked to invoices created from the staff member.
  • Create – Create payments – if have permission View (Own) for invoices will be able to add payments based on invoices created by the staff member.
  • Edit – All (if have permission View Global for invoices ) and own based on invoices permission.
  • Delete – All (if have permission View Global for payments) and own based on invoices permission.

Projects

  • View (Global) – All projects
  • View (Own) – (Not applicable) If staff member dont have permission View(Global) for projects then will be able to see only projects where this staff member is added as project member.
  • Create – Create new projects
  • Edit – All (if have permission View Global ) and projects where staff member is added as project member
  • Delete – All (if have permission View Global ) and own

Tasks

  • View (Global) – All tasks
  • View (Own) – (Not applicable) If staff member don’t have permission View(Global) for tasks then will be able to see only tasks where this staff member is assigned, added as follower or task is public. In 1 occasion staff member will be able to see other tasks (if don’t have permission View Global for tasks) related to project where staff member is added as project member only if in Setup->Settings->Tasks -> Allow all staff to see all tasks related to projects (includes non-staff) is set to YES.
  • Create – Create new tasks
  • Edit – All (if have permission View Global ) and tasks where staff member is connected.
  • Delete – All (if have permission View Global ) and tasks where staff member is connected.

Customers

  • View (Global) – All customers.
  • View (Own) – (Not applicable) Based on customer admin, eq if user is added as customer admin for a specific customer then the menu item will be shown and this user will be able to see only his customers. Note: The staff member needs to be assigned at least to 1 customer admin the menu item Customers to be shown.
  • Create – Create customers – If don’t have permissions View (Global) the staff member will be auto added as customer admin.
  • Edit – All (if have permission View Global ) and own
  • Delete – Delete customers – All (if have permission ) and own

Items

  • View (Global) – View all items.
  • View (Own) – Not applicable.
  • Create – Create items
  • Edit – Edit and manage all items.
  • Delete – All

Knowledge Base

  • View (Global) – View all articles includes internal staff members articles.
  • View (Own) – Not applicable.
  • Create – Create articles and groups
  • Edit – Edit and manage all articles and groups.
  • Delete – All

Goals

  • View (Global) – View all goals.
  • View (Own) – Not applicable.
  • Create – Create goals
  • Edit – Edit and manage all goals.
  • Delete – All

Email Templates

  • View (Global) – View all email templates
  • View (Own) – Not applicable.
  • Create -Not applicable.
  • Edit – Edit and manage all email templates.
  • Delete – Not applicable.

Reports

  • View (Global) – View all reports
  • View (Own) – Not applicable.
  • Create -Not applicable.
  • Edit – Not applicable.
  • Delete – Not applicable.

Roles

  • View (Global) – View all roles.
  • View (Own) – Not applicable.
  • Create – Create roles.
  • Edit – Edit and manage all roles.
  • Delete – All.

Settings (Setup->Settings)

  • View (Global) – View all settings.
  • View (Own) – Not applicable.
  • Create – Not applicable.
  • Edit – Update all settings.
  • Delete – Not applicable.

Staff

  • View (Global) – View all staff members.
  • View (Own) – Not applicable.
  • Create – Create new staff members.
  • Edit – Edit and manage all staff members.
  • Delete – All.

Surveys

  • View (Global) – View all surveys.
  • View (Own) – Not applicable.
  • Create – Create new surveys.
  • Edit – Edit and manage all surveys.
  • Delete – All.

Bulk PDF Exporter

  • View (Global) – Staff member will be able to VIEW bulk PDF exporter feature in Utilities->Bulk PDF Exporter and will be able to export invoices,proposals,payments,estimates based on the permissions for these feature. eq Staff member have permission for invoices View(Own) then will be able to export only invoices that are created from this staff member.
  • View (Own) – Not applicable.
  • Create – Not applicable.
  • Edit – All (if have permission View Global ) and own
  • Delete – Not applicable

Leads

Note that the lead permission will be hidden if a staff member is marked as not staff member.

  • View (Global) – If this permission is not checked, a staff member will be only able to view leads to where is assigned, leads created by the staff member and leads that are marked as public.
  • View (Own) – Not applicable.
  • Create – Not applicable – All staff can create leads, except members marked as not staff members
  • Edit – Not applicable – Everyone who has access to specific lead can edit most of the lead information for a better collaboration and keep up to date lead information.
  • Delete

Other notes about permissions:

  • Leads
    • Staff members that are not admins can only see leads to whom are assigned, lead is created by staff member or lead is marked as public.
    • Staff members that are not admin can create and assign leads to all other staff members.
  • Support Tickets – By default only staff members that belong to the ticket department will be able to see tickets if in Setup->Settings->Tickets the option Allow staff to access the only ticket that belongs to staff departments is set to YES, otherwise will be able to see all tickets.
How to Report Bug?

Reporting a Bug :-

  1. If you are a customer and found a bug please open Support to get assisted.
  2. If your support is expired and you can’t open a ticket, please contact us at uniquecoder007@gmail.com and provide detailed information about the issue.
  3. If you are testing on the demo and you haven’t bought Ultimate Project Manager CRM PRO yet please send us an email at uniquecoder007@gmail.com
Why I get security header not valid when setting up Paypal?

Paypal security header is not valid error message can be shown because of the following reasons:

  1. You have set up live credentials and you have turned Test mode to ON. If you want to test you need to set TEST credentials and have Paypal Sandbox Account.
  2. You have white spaces in your credentials. Eq.  api_username_ 1a242jdj2455 – You see how much white spaces after the Eq.
  3. You put wrong API credential in wrong place ex. API Signature data you put in the API Username field inside Ultimate CRM Paypal fields.
How to create a client user?

Client login his account and click the “User” button to create a Client User https://ultimate.codexcube.com/admin/client/manage_client.

Client informs admin, which menu access according to the client. If admin enables this menu then client user will be login according to the client account.

What’s the difference between leads and opportunity?

Leads:
This is the first stage. A lead is someone who can be trailed to convert into a business opportunity in the future. Marketers generate leads on a regular basis and feed them to the sales team.

Opportunity:
The advanced stage of the contact. As the name suggests, a sales person sees the opportunity of the closure. Here, the discussions are in final stage – about pricing, terms of service, competitors evaluation etc.

How to create your employee?

If you want to create your employee, first create Department then write designation according to the Department. You can control your employee access ability according to the designation.

Click “User” menu then click “New User“.

Fill all the required field. Select “User Type” as a “Staff” and select “Designation” then click “Create User”.

Your employee will be created.

Can I Use Ultimate Project Manager CRM PRO Without Internet on Localhost Installation?

Generally, you can use Ultimate Project Manager CRM PRO without internet on localhost installation but you will need to lose the benefits from some features as for example:

  1. Dropbox file chooser
  2. Pusher.com real-time notifications.
  3. Auto updates.
  4. Google reCaptcha
  5. Media
  6. All Online payment gateways
  7. E-Signature (v2.0.0 and above)

The mentioned features you won’t even need when using Perfex CRM in offline mode but it’s worth mentioning it.

Why I Can’t Add Contact with Duplicate Email?

The contacts email are unique because of the email piping/auto importing tickets feature and because the email is used for login.

If you have an email address that is not unique in the system database the script won’t know the company to link the imported ticket.

Getting HTTP ERROR 500

If you are getting HTTP ERROR 500, this means that there is some error thrown in the back-end which is causing Ultimate Project Manager CRM PRO to stop working.

Contact US:

email: uniquecoder007@gmail.com

skype: coderitems

Is RTL supported on PDF documents?

Yes, We provide RTL support and PDF document.

How to Rate Ultimate Project Manager CRM PRO?

Good ratings would help other users make a comfortable decision while choosing Ultimate Project Manager CRM PRO and be assured of the support we provide, also good ratings will really help for further development and improvements.

You can read more here how to rate an item: https://help.market.envato.com/hc/en-us/articles/203269490-Giving-Feedback-On-Items

Can i use Cloudflare with Ultimate Project Manager CRM PRO?

Yes, you can use Cloudflare with Ultimate Project Manager CRM PRO.

Can I Use Ultimate Project Manager CRM PRO as SaaS Application?

Unfortunately you can’t use Ultimate Project Manager CRM PRO a as SaaS application. You can only bill 1 client per 1 extended licence.

Ultimate Project Manager CRM PRO licences are single end products, additional information for licences can be found here.

But our Inventory Management System as a Saas Application.

More Details:

email: uniquecoder007@gmail.com

skype: coderitems

 

Can you do customization?

Yes, we can customize work for you. Click here.

What you see in the demo is what comes with your purchase, in case you need anything different to fulfill your requirements, we will develop it for you.

Test in the demo and if Ultimate Project Manager CRM PRO fits for your requirements feel free to buy, additionally, we highly recommend to check the support policy too

If you found any bugs, then feel free to report them via our support system and the bug will be fixed.

How to Set Development/Debug Mode?

If you are developing custom features for Ultimate Project Manager CRM PRO or you are experiencing internal server error, you can turn debug mode to see any error messages.

To turn debug/development mode navigate to the directory where Ultimate Project Manager CRM PRO is installed and find index.php.

Open the file and find:

define('ENVIRONMENT', 'production');

Change this to:

define('ENVIRONMENT', 'development');

In case there are errors thrown that can be visible on screen, you will be able to see the errors now, additionally, the errors will be logged in application/logs, you may want to check this directory too.

Do not forget to turn it back when you finish with debugging.

Can I Translate Ultimate Project Manager CRM PRO ?

Yes! You can translate Ultimate Project Manager CRM PRO very easily. Follow the documentation instructions and translate into your own language.

How to Obtain Purchase Key?

In order to get the purchase key of an item you need to follow the steps in the following link

I Have Question, Where Should I Ask?

If you have any general questions dont hesitate to contact us on uniquecoder007@gmail.com
for support questions you can open support ticket at following link.

What Is Base URL?

Base URL is Codeigniter required configuration and is the URL where your system will be installed.

  • Eq. If you are installing on a subdomain with name crm, you will set http://www.crm.domain.com/
  • Eq. If you are installing on subfolder  with name crm, you will set http://www.domain.com/crm/
  • Eq. If you are installing on the main domain you need to set just http://www.domain.com/

When installing the system will auto try to guess your base URL however you can adjust to your needs.

Keep in mind that the base URL must end with a trailing slash (/)

For SSL use eq. https://www.yourdomain.com/crm/

Does None Admin Staff Member Will Be Able to See All Media Library Uploads?

If the logged staff member is not administrator wont be able to see all media library data.

Each staff member have separate folder inside the media/ folder in your server except the administrators.

The attachments the none admin staff member upload will go to their own folder.

In future if you make this staff member admin then will be able to see all media uploads.

How to Hide the Help Menu Item?

To hide the help menu item navigate to Setup->Settings->Misc and set Show help menu item on setup menu to No

Why Table Exporting Only Export the Current Page?

The export from the table works like this way only the current view so if a lot data is found in the database to prevent crash thats how the datatables export work.

You will need to export by page.

Additionaly you can select All from the top left dropdown above the table headings and wait to load all the data from database.

What Is the Reminders Feature in Ultimate Project Manager CRM PRO?

The reminders feature in Ultimate Project Manager CRM PRO is designed for staff members, the member will be notified about some action they need to take (eq. Call customer, Schedule meeting), this option allows you to never forget anything about your customers.

When you setup reminder for staff member in a specific date the staff member will get notification built-in and email if the field to send an email to this staff member is checked.

How to Move Company Details to Right Side and Customer Details to Left in PDF?

In some countries customer details is required to be on the left side. With Ultimate Project Manager CRM PRO you can achieve this very easy by navigating to Setup->Settings->PDF and set Swap Company/Customer Details to YES

Save the settings.

Now on all PDF documents your company details will be shown on the right side of the PDF document and your customer details will be on the left.

How to Hide Transactions on Invoice Pdf?

If you dont want transactions/payments to be shown on the invoice pdf document you can turn off by navigatin to Setup->Settings->PDF and set to NO Show invoice payments (transactions) on PDF

I Don’t See the Delete Button for Estimate/Invoice?

There is protection implemented to keep the numbers without gaps, by default delete is only allowed on the last created estimate/invoice.

If you don’t need this protection navigate to Setup->Settings->Finance and find:

Delete estimate allowed only on last estimate – Set to NO
Decrement estimate number on delete – Set to NO

These settings can be applied too in case you want to delete only 1 invoice/estimate and after you delete reset the settings to YES again.

Repeat the same steps for invoices if needed.

How to Check What Version I’m Using?

There is multiple ways to check your version:

Navigate to application/config/migration.php and find $config[‘migration_version’]
If you are login you can check  settings/system_update

How to increase max upload size?

It’s recommended to consult with your hosting provider if the recommended solution below is not working, Perfex CRM is just reading the values from the php.ini file.

You must change 2 php.ini directives, the post_max_size directive, and upload_max_filesize directive to be equal to the post_max_size directive.

Example to increase max upload size to 64MB, add the below code to your php.ini file.

upload_max_filesize = 25M
post_max_size = 25M

Keep in mind that in most cases restart to Apache will be required in order to changes to take effect, if you are using shared hosting and your hosting provider allows you to change the php.ini directives from cPanel UI, the restart is already handled by your hosting provider.

What Is Non Staff Member?

A non staff member is a feature in Ultimate Project Manager which allow you to have a member like a contract worker to work on projects, means that the staff is not actually an employee in your company but it’s a freelancer/contractor.

Some area of the CRM PRO is disabled for not staff members.

Here is a list of the disabled features for non staff member.

  1. Announcements
  2. Newsfeed wall
  3. Leads
  4. Support – Default is NO you can adjust this for your needs at Setup->Settings->Tickets
  5. Public Calendar Events
  6. Google Calendar Events
  7. Goals.

You can add if you want other Permissions to this staff member like Invoice [VIEW] permission and this staff member will be able to access.

If you need to set a user as non staff member navigate to Setup->Staff open the user and check the checkbox field Not Staff Member

What Are the Server Requirements?

Click here to read more about the server requirements.