Weblook CRM FAQ


  1. Can I Use CRM Without the Internet on Local server or PC?

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

1.Dropbox file chooser

2.Pusher.com real-time notifications.

  1. Auto-updates.
  2. Google ReCaptcha
  3. Media

6.All Online payment gateways

  1. E-Signature (v2.0.0 and above)
  2. Chat modules and more


2.  Why I Can’t Add Contact with Duplicate Email?

The contacts email is 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.




3. Can I use Cloudflare with CRM?

Yes, you can use Cloudflare with CRM but you will need to disable one Cloudflare feature and always remember to purge your Cloudflare cache after each update, refer to the points below.

Make sure that the Cloudflare Rocket Loader feature is disabled.

After each update, always purge your Cloudflare cache.




4. Can You Provide Customization Services?

Yes you can please contact us for a quote 



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

If the logged staff member is not an administrator won’t be able to see all media library data.

Each staff member has a 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 the future, if you make this staff member admin then will be able to see all media uploads.




6. What Is the Reminders Feature in the CRM?

The reminders feature in CRM 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 set up a reminder for a staff member on 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.


Available reminder types:

  • Customers
  • Leads
  • Expenses
  • Estimate
  • Invoices
  • Proposals
  • Credit Notes

 

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

In some countries, customer details are required to be on the left side. With  CRM 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.

8. How to Hide Transactions on Invoice PDF?

If you don’t want transactions/payments to be shown on the invoice pdf document you can turn off by navigation to Setup->Settings->PDF and set to NO Show invoice payments (transactions) on PDF

9. 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 to navigate to Setup->Settings->Finance and find:

Delete estimate allowed only on the 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.


10. What Is Non-Staff Member?


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

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

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

Announcements
Newsfeed wall
Leads
Support – Default is NO you can adjust this for your needs at Setup->Settings->Tickets
Public Calendar Events
Google Calendar Events
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 a non-staff member navigate to Setup->Staff open the user and check the checkbox field Not Staff Member

11. Do you have a backup system?

Yes we do have a backup system, you can keep it for any number of years according to your hosting space 

 

 


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