Knowledge Base

CONTENTS

Installation and Setup

Start your Joforce journey!

installation-step-1

  • File Permission Check

          It is a mandatory field.  Only if you have the file permission, you can access the CRM. Otherwise you need to get the prior file permission to access the CRM.

  • PHP configuration

The PHP version should be 7.2.5 <= 7.4. The other fields are optional. That is they can be used only for accessing extensions.

For example If you want to use the Airmail then you need to satisfy the condition of IMAP support.

  • Recommended PHP setting

It displays the error log settings and this field is also optional.

Then click on Next.

 

installation-file-permission-check

It will lead to the Installation Settings.

Installation Settings

First Setup your database for Joforce

Database Information

  • Enter the Host Name, User Name, Password
  • Enter the Database name that you’ve created earlier

System Information

  • Choose your preferred Currency from the Currency drop down

Admin User Information

  • By default, your Username will be admin
  • Now  enter Joforce CRM password and Re enter the password for confirmation
  • Add the first name and by default the last name will be Administrator and you can also change based on your requirements
  • Provide your Email address
  • Now choose the date format and time zone
  • Finally click on Next.

installation-setting-page

Now the installation of Joforce CRM will get started.

After a few minutes, you can get your Joforce CRM login page.

Login and start to explore.

Joforce- Set Up #

You need to configure the basic and essential settings that need to be done once you install the Joforce CRM.

The basic settings of Joforce CRM include

  • Company Details
  • Currency
  • My Accounts
  • Outgoing Server
  • Language
  • Calendar Settings