Customers

Documentation for Customers

Installation

Quick Installation & Getting Started Tutorial
Server Requirements
404 Not Found After Installation
NGINX Config
Installing on IIS – Windows Server
XAMP Installation
Permissions Problem on Installation (shown as non-writable even if they are writable)
Switch to HTTPS URL After Installing to HTTP
Migrate to another domain/hosting

System Update

System Language

Setup & Configuration

Setup cPanel Cron Job
Google Configuration / Features
Setup Realtime Notifications with Pusher.com
Setup Web to Lead Form
Setup Ticket Form
AI Integration
SMS Provider
Country Specific Config Options
Create Staff Member
Add Custom Field for Company
Dropbox File Chooser
Goals Tracking
Currencies
Tax Rates
Payment Modes
Custom Fields
Timezone
Roles
Departments
Date Format and Language
Add New Project Status
Add New Task Status
Import Leads From WordPress Contact Form 7
Capture UTM parameters with Attributer

Payment Gateways

Stripe Checkout
2Checkout
Authorize.net Accept.js
Braintree
Mollie

Modules

Introduction to SudoWorkspace modules
Module Basics
Module File Headers
Create Menu Items
Common Module Functions
Module Security
Module as Payment Gateway

Common Issues & Troubleshooting

TCPDF ERROR: [Image] Unable to Get the Size of the Image
Can’t Login to Admin Area?
Security Header Not Valid When Setting up Paypal
Staff Members Not Receiving Email When New Ticket Is Created or Reply Is Posted
Payment Modes Not Shown on Invoice
Tables Are Not Loading
Applying Security Measures
GDPR Compliance
HotKeys
New Customer Contact
Staff Permissions Explained
Contacts Do Not Receive Notifications of Task Updates

Email Config & Templates

Email/SMTP Configuration
Email Templates
AWS Email SMTP Setup
Email Queue
Configure email with Google OAuth 2.0
Configure email with Microsoft Azure and OAUTH 2

Customers

New Customer
New Customer Contact
Customers Registration
Customer admins
Sending proposal to customer or lead
Reports
Exporting Customers Invoices/Estimates/Payment to ZIP

Invoices

Recurring Invoice
Create Invoice

Proposals

Create proposal

General/Setup

Subscriptions
Add Items/Products

Projects

New Project
Timesheets
Invoicing Project
Disallow project members to see all project tasks
Finance Overview
Pin Projects
Project Discussions

Tasks

Create New Task
Recurring Tasks
Task Timesheets
Linking task to features
Bill Tasks

Support Tickets

Email Piping / Auto Importing Tickets
Ticket Services
Auto Close Tickets
Ticket Email Templates
Allowed file extensions
Allow access to tickets to non-staff members
Translating ticket priorities and ticket statuses
Private staff notes
Maximum ticket attachments
Knowledge Base Link
Predefined Replies

Leads

Create New Lead
Leads email integration
Convert Lead to Customer
Lead Sources
Lead Statuses
Lead Activity Log

Expenses

Record Expense
Expense Reports
Creating Recurring Expense
Billable Expense
Converting Billable Expense to Invoice

Contracts

New Contract
Contracts Templates
Contract Expiry Notification
Renewing Contract

Knowledge Base

New Knowledge Base Group
New Knowledge Base Article
Disabling Knowledge Base

Surveys

New Survey
New Survey Questions
Creating mail lists
Sending surveys
Sending survey to mail lists
Including mail list custom fields
Viewing survey results

Customization

PDF Customization
Action Hooks
Add Full Size Login Background Image
Customers Templates
Overwrite Translation Text
Applying custom CSS styles
Edit view files without messing the core view files