“MyBizCMS360” Documentation by “MyBizCMS“


“MyBizCMS360”

Created: 20/09/2018
By: MyBizCMS
Email: info@mybizcms.com
Full Documentation: help.mybizcms.com

Thank you for purchasing MyBizCMS360. If you have any questions that are beyond the scope of this help file, please feel free to email via info@mybizcms.com. Thank you so much!


Table of Contents

  1. Introduction
  2. System Requirements
  3. Installation
  4. Settings
  5. Live or Sandbox
  6. Demo
  7. System Update
  8. Sources and Credits

A) Introduction - top

MyBizCMS360 is complete and fully functional Customer Relationship Management (CRM) software that is a great fit for almost any company, small business owners, freelancers or many other uses. A tool that brings all important information all together. With its excellent design, MyBizCMS360 help you look more professional to your customers and to public, helping you improve business performance all together.

Drive your sales operations from proposals to invoices to payments with all the information you need, easily accessible. Keep track of products, sales, project, contracts, automate invoicing and notify sales team when they have things to do. The whole company’s processes simplified in a simple modern light-weight system that will change how you do business.

Key Features


B) System Requirements - top

All the above requirements are always default in almost all php servers.

Download server requirements test file from Server Requirements


C) Installation - top

Configure database connection

You need to have previously setup database from the cPanel.

Here is a good tutorial how to setup MySQL database in cPanel if you are not familiar with this.

  1. Login to cPanel by accessing www.yourdomain.com/cpanel and navigate go MySQL Databases.
  2. Create database first.
  3. Create user and setup your password.
  4. Add the user to database by selecting the database and the username.

Make sure you have checked All privileged when adding the user to database.


Install

Upload the files to your hosting folder and navigate to your base url http://yourdomain.com/app/install.

Installation

Make sure all the system requirements are met in order to proceed with installation.

Installation

Populate the fields according to your database and Click "Run the Install".

If any erros found while connecting you will be notified otherwise you should see the welcome screen

Installation

Fill all the required details and then "Install MyBizCMS360"

Congratulations

Installation

After successful installation you need to:
Login using the your email and password used during installation


D) Update Settings - top

Payment Settings

From Settings->Payment Settings, Switch between Sandbox/Test and Live modes for online payments.

Email Templates

From Settings->Email Templates, Update email templates based on your company. Enable or disable emails also.

User Roles

To add staff(users), you need first to add user roles and their permissions. Add roles from Settings->User Roles.

Payment Modes

From Settings->Sales Settings->Payment Modes, you can add offline payment modes. For example, Banks.

Order Settings

Enable or disable automatic order confirmation from Settings->Sales Settings->Order Settings. When confirm order automatically is enabled, and client palces an order, the system converts it to a deal and creates invoice immediately to facilitate payment. Clients gets a notification automatically to make the invoice payment.

Invoices Setup

Setup invoice prefix and thank you note from Settings->Sales Settings->Invoices.

Contract Settings

Setup contract types from Settings->Contract Settings to add your contracts.

Knowledge Base Settings

Setup knowledge base groups from Settings->Knowledge Base Settings.

Departments

Setup your departments by going to Settings->Departments. These are relevant for clients support.

Create Account Option

From Settings->Create Accounts, you can enable or disable Create account option on homepage. Note: This option only creates account for customers.

CronJob

From Settings->CronJob->CronJob Settings, setup cron jobs to send expiry reminders to clients. You can run the cron jobs manually from Settings->CronJob->CronJob or use the given url


E) Live or Sandbox - top

Change the online payment gateways from Sandox or Live from Settings->Payment Settings.


F) Demo - top

Admin
Username - admin@mybizcms.com
Password - adminadmin
Login URL - http://mybizcms.com/demos/mybizcmsthree/users/login

Staff
Username - staff@mybizcms.com
Password - staffstaff
Login URL - http://mybizcms.com/demos/mybizcmsthree/users/login

Client
Username - client@mybizcms.com
Password - clientclient
Login URL - http://mybizcms.com/demos/mybizcmsthree/clients/login


G) System Update - top

If you have purchased MyBizCMS360 and new version is available you will need to upgrade your current version by simply following the steps below and you'll have the latest version installed.

Always backup your files and database before doing an upgrade

Note: Upgrade can only be done by superadmin(installer of the system).


H) Sources and Credits - top

We've used the following libraries or other files as listed.


Once again, thank you so much for purchasing MyBizCMS360. As I said at the beginning, I'd be glad to help you if you have any questions relating to this CMS. No guarantees, but I'll do my best to assist. If you have a more general question relating to the themes on Codecanyon, you might consider visiting the forums and asking your question in the "Item Discussion" section.

MyBizCMS360

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