yetiforcecompany/yetiforcecrm

Our team created for you one of the most innovative CRM systems that supports mainly business processes and allows for customization according to your needs. Be ahead of your competition and implement YetiForce!

We design an innovative CRM system that is dedicated to large and medium-sized companies. We dedicate it to everyone who values open source software, security, and innovation. YetiForce was built on a rock-solid Vtiger foundation but has hundreds of changes that help to accomplish even the most challenging tasks in the simplest way. Every function within the system was thought through and automated to ensure that all of them work together seamlessly and form coherent integrity. We looked at the entire sales process and consequently refined the system, module by module. We have years of experience creating tailor-made CRM software for a variety of different companies. Download it and have a first-hand experience.

😎 Demos

1. GitStable
2. GitDeveloper
3. YetiPortal2 - Customer Portal

📖 Read the documentation to learn more.

💻 Requirements: Web server requirements

📹 Video Tutorials: Video Tutorials on YouTube , Video Tutorials on our server

📘 Knowledge base: doc.yetiforce.com

📝 Code Documentation: doc.yetiforce.com/code/

🌐 API documentation: doc.yetiforce.com/api/

Join our LinkedIn group and connect with other users and community members to discuss topics surrounding CRM and YetiForce.

Follow us on Twitter or like on FaceBook to get real-time info about new articles and functionalities.

🔎 Where else can you find YetiForce?

• Sourceforge
• Softaculous
• Packagist
• Development version - full package (yarn + composer)
• Docker - docker container, for development purposes only

1. Requirements Web server requirements
2. Installation our website
3. The lists of changes for previous versions of YetiForce CRM are available at our website.
4. Check Milestone to verify release due date https://github.com/YetiForceCompany/YetiForceCRM/milestones
5. Update PKG link. https://github.com/YetiForceCompany/UpdatePackages
6. Additional scripts https://github.com/YetiForceCompany/YetiForceScripts
7. Languages package https://github.com/YetiForceCompany/YetiForceCRMLanguages

YetiForce CRM was originally forked from Vtiger CRM and has mechanisms that allow to easily migrate from Vtiger to YetiForce.

Testing Supported By

🎯 Contributors

This project exists thanks to all the people who contribute. [Contribute].

Gallery: https://public.yetiforce.com/gallery

yetiforcecrm's Issues

How to convert a Lead?

I can't find button "Convert Lead". How can i convert a Lead?

Regards

Feature request: Pre-populate required date fields

If a date or time field is required, pre-populate it with the current date / time.

Add picklists to translation

It seems to be very very useful to be able to translate picklists values. If there is an easy way it would be of an huge advantage to extend system with this funcionality

Error saving the language file

Error saving the language file

If the file is no variable PHP, but only JS, the file is not saved, you can see an example of the file in the Settings folder OSSMailScanner.php

Error Date Format

Format daty w komunikacie (Modul Data Access) (Planowana data zakończenia nie może być większa od Terminu etapu) nie pasuje datę określoną w ustawieniach CRM, czyli jeśli określić format daty w wiadomości jest zawsze 12.12.2012 > 2012-12-12

Time configuration in the scheduler

Currently, in the scheduler there is no possibility to set time shorter than 15 minutes. It should be possible to select it precisely with to-the-minute accuracy.

How can I change Widget Color Graphs of YF CRM?

recurrent invoices payment date

Here is one missing admin item:
When an invoice is created automatically from sales-order. Only option is to select "payment due" to 30, 60 or 90 days.
I assume it is old vtiger setup that has no settings option to changes these numbers.

For recurrent paymens we need to reduce no of days:
A. 0 days (instant payment)
B. 8 Days
C. 1st of Next month

Or can someone tell me where to make this change directly from database?

Cheers

Jack

PDF General Configuration layout shows issues

In the layout of the PDF General Configuration, there exist layout issues as shown in the enclosed document (missing images, missing translation).

See the link for the attachments: http://sourceforge.net/p/yetiforce/tickets/114/

Outgoing mail server in mail client settings

It seems the mailclient / roundcube is not authenticating right.
When we set it to our local system it returns an authentication error.
When I set it manually in Roundcube identities itself, it works fine, same for the standard (vtiger) outgoing mail settings.
We tried both localhost and mail.domain settings but still get the same error.

LEADs import not storing mapping

As the title says, doing several LEADS imports and saving the mapping of the fields adds a name to the mapping listing but selecting the mapping does not fill in the fields names the next time you use it.

Tested with RC01

request: show active / inactive for workflows

Would be nice to be able to see directly what workflows are active and which are not.
Guess a kind of filter on the workflow listing would could be nice.

Can not login to Roundcube --> Can not use Email module...SOS!! HELP

Hi all,
Thanks for YetiForce CRM! I used to use vtiger CRM for our business, so it's not difficult for me to use YetiForce CRM. But I can not login to Roundcube. Then can not active or setting Client Email or Outgoing mail server.
Can you tell me detail, step by step to setup Roundcube and mailscanner.
Thanks for all!

detect and redirct to modules mobile

hi
please update the Htaccess root:

Options -Indexes
RewriteEngine On
RewriteCond %{HTTPS} off
RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
Mobile redirect
RewriteEngine on
RewriteBase /
RewriteCond %{REQUEST_URI} !^/modules/Mobile/.$
RewriteCond %{HTTP_USER_AGENT} android|avantgo|blackberry|blazer|compal|elaine|fennec|hiptop|iemobile|ip(hone|od)|iris|kindle|lge\ |maemo|midp|mmp|opera\ m(ob|in)i|palm(\ os)?|phone|p(ixi|re)/|plucker|pocket|psp|symbian|treo|up.(browser|link)|vodafone|wap|windows\ (ce|phone)|xda|xiino [NC,OR]
RewriteCond %{HTTP_USER_AGENT} ^(1207|6310|6590|3gso|4thp|50[1-6]i|770s|802s|a\ wa|abac|ac(er|oo|s-)|ai(ko|rn)|al(av|ca|co)|amoi|an(ex|ny|yw)|aptu|ar(ch|go)|as(te|us)|attw|au(di|-m|r\ |s\ )|avan|be(ck|ll|nq)|bi(lb|rd)|bl(ac|az)|br(e|v)w|bumb|bw-(n|u)|c55/|capi|ccwa|cdm-|cell|chtm|cldc|cmd-|co(mp|nd)|craw|da(it|ll|ng)|dbte|dc-s|devi|dica|dmob|do(c|p)o|ds(12|-d)|el(49|ai)|em(l2|ul)|er(ic|k0)|esl8|ez([4-7]0|os|wa|ze)|fetc|fly(-|)|g1\ u|g560|gene|gf-5|g-mo|go(.w|od)|gr(ad|un)|haie|hcit|hd-(m|p|t)|hei-|hi(pt|ta)|hp(\ i|ip)|hs-c|ht(c(-|\ ||a|g|p|s|t)|tp)|hu(aw|tc)|i-(20|go|ma)|i230|iac(\ |-|/)|ibro|idea|ig01|ikom|im1k|inno|ipaq|iris|ja(t|v)a|jbro|jemu|jigs|kddi|keji|kgt(\ |/)|klon|kpt\ |kwc-|kyo(c|k)|le(no|xi)|lg(\ g|/(k|l|u)|50|54|e-|e/|-[a-w])|libw|lynx|m1-w|m3ga|m50/|ma(te|ui|xo)|mc(01|21|ca)|m-cr|me(di|rc|ri)|mi(o8|oa|ts)|mmef|mo(01|02|bi|de|do|t(-|\ |o|v)|zz)|mt(50|p1|v\ )|mwbp|mywa|n10[0-2]|n20[2-3]|n30(0|2)|n50(0|2|5)|n7(0(0|1)|10)|ne((c|m)-|on|tf|wf|wg|wt)|nok(6|i)|nzph|o2im|op(ti|wv)|oran|owg1|p800|pan(a|d|t)|pdxg|pg(13|-([1-8]|c))|phil|pire|pl(ay|uc)|pn-2|po(ck|rt|se)|prox|psio|pt-g|qa-a|qc(07|12|21|32|60|-[2-7]|i-)|qtek|r380|r600|raks|rim9|ro(ve|zo)|s55/|sa(ge|ma|mm|ms|ny|va)|sc(01|h-|oo|p-)|sdk/|se(c(-|0|1)|47|mc|nd|ri)|sgh-|shar|sie(-|m)|sk-0|sl(45|id)|sm(al|ar|b3|it|t5)|so(ft|ny)|sp(01|h-|v-|v\ )|sy(01|mb)|t2(18|50)|t6(00|10|18)|ta(gt|lk)|tcl-|tdg-|tel(i|m)|tim-|t-mo|to(pl|sh)|ts(70|m-|m3|m5)|tx-9|up(.b|g1|si)|utst|v400|v750|veri|vi(rg|te)|vk(40|5[0-3]|-v)|vm40|voda|vulc|vx(52|53|60|61|70|80|81|83|85|98)|w3c(-|\ )|webc|whit|wi(g\ |nc|nw)|wmlb|wonu|x700|xda(-|2|g)|yas-|your|zeto|zte-) [NC]
RewriteRule ^(.)$ /modules/Mobile/ [L,R=302]

Relations between modules

Depending on the internal processes of a company, different relations between modules are important. For example, I would like to be able to associate a Service with a Lead, Organization, Opportunity and Project. It should be possible to relate any module to any module (using the Arrange Related Types function).

Common definition of lists

Lists are used throughout YetiForce (module lists, lists in tab, lists in pop-up selectors, lists in module widgets, lists in reports). Ideally there should be 1) one place to manage lists and 2) another place where those lists can be associated with the individual usages. For example, I define a "project list" containing a given number of fields. Now I want to use that list when visualizing projects associated with a company (through the tab) and use the same list when associating a project to a contact. But in the summary view widget, when displaying a company, I would like to use a different list to visualize projects.
Such a list should have the following characteristics:
Be associated with one or more modules, e.g., Organization and Services
Contain an ordered lists of fields, e.g., Organization Name, Web address, Service Name, Service Type
Contain a sequence of fields applied for sorting the list by default, e.g. Organization Name, Service Type
Contain grouping clauses that would allow display lists using a hierarchy as shown below, e.g. Organization Name
Optionally, contain an exclusion / inclusion constraint, e.g., only include active services.
+---

• Organization A
  +---
• Web address A | Service Name A | Service Type A
• Web address A | Service Name D | Service Type A
• Web address A | Service Name B | Service Type B
• Web address A | Service Name C | Service Type C
  +---
• Organization B
  +---
• Web address B | Service Name F | Service Type B
• Web address B | Service Name G | Service Type B
  +---

Add Users to the Password module

In the Passwords list module sdd filed with "UI Type 115" to handle passwords assigned to "Yetiforce" Users

mailscanner

Problem przy konfiguracji skanera poczty. Konfiguracja folderów nie jest aktywna. System żąda logowania do poczty i nie ma dalej żadnej akcji poza uruchomieniem modułu pocztowego. Wersja 0.10 była pozbawiona tego problemu.
od wersji 0.11 niestety problem się powtarza.

Mask for phone and date

Please add the ability to create a mask for phone and date, an example is shown here:

http://stackoverflow.com/questions/20197696/vtiger-and-jquery-phone-mask

In Header.tpl I have the js reference:

<script type="text/javascript" src="include/jquery/jquery-1.9.1.min.js"></script> <script type="text/javascript" src="include/jquery/jquery.maskedinput.min.js"></script>

When I put the needed code in the header.tpl file, the page with the targeted phone field freezes.

<script type="text/javascript"> jQuery(function($){ $("#phone").mask( "999-999-9999", { placeholder : "_" } ); }); </script>

Feature Request. Use current date form start and end date when copying a time control element

When duplicating a time control, the start and end date/time should be set to now/the current date/time rather than a pure copy.

Field description in Polish in files rather than english

Field description: "Czas realizacji'

Files containing Polish text:
install/install_scheme/data.sql
install/migrate_scheme/VT610_to_YT100.php
install/migrate_scheme/VT610_to_YT100/OSSSoldServices.xml

Languagefiles Label Definition over all files not consistent

The naming over all labels is not consistent and chnages also within the language file. It seems that newer labels ore named without starting LBL_
Does it make sense to name all Labels with beginning LBL_ ?
They will be easier found within the program files.

Kontakt Pole zgoda na mailing nieprawidłowa definiacja

W anlizy tego pola wynika, że jest to pole opt out. To oznacza, że jeśli pole to jest niepuste (zaznaczone). mailing nie będziem możliwy. adres mailowy w takim przypadku nie przenosi się jako koipia ukryta do formatki maila. testowane na kontakcie. konieczna zmiana opisu pola na "brak zgody na mailing"

Create project / service contract from opportunity

In order to implement YetiForce for end-to-end client management, it would be great if there would be a function that transforms an opportunity into either a project or a service contract, the two objects that could result from a successful opportunity.

OSS Mail dont Conect with my webmail server.

I use roundcube to read my emails, when I configure my server email on OSSMail and try to login on My Mail Box It doesn't work, stay loading and after some minutes nothing happens

"Activity History" is missing

Although the database contains entries for the related tab "Activity History" (in table vtiger_relatedlists), it is not show.
As a consequence it is not possible to access the history of activities related to a record (client, organization).

Configuration export

Any CRM system requires numerous configurations to be made to adapt it to the user's business (a CRM for a consulting company is different from one for an industrial company or a bank). Currently these configurations are made on a system by system basis. It would be great, probably also for your business, if it would be possible to export in some sort such a configuration so that it could be applied to a fresh installation. From a user perspective this should work like themes in WordPress. It would also give companies an opportunity to build configurations on top of the OpenSource YetiForce CRM and sell them to customers.
Such a configuration should include:
Code modifications – there should be specific rules which parts of the code can be configured and which not. One way of doing this would be to have a mirroring file structure 'configuration' set-up in such a way that YetiForce would use the code in the 'configuration' structure if available, and use the core code if not. So if I wanted to configure the function modules/Leads/models/Records.php, I would copy it to configuration/modules/Leads/models/Records.php and the system would pick it up from.
Database content – It should be possible to export the database content that is related to configuration in such a ways that it is database independent (i.e., does not assume specific identifies). For example, this export could be SQL statements as shown below:
SELECT @tabid_services := tabid FROM vtiger_tab WHERE name ="Services";
SELECT @tabid_campaigns := tabid FROM vtiger_tab WHERE name ="Campaigns"; SELECT @rel_id := max(relation_id) FROM vtiger_relatedlists;
SELECT @rel_seq := max(sequence) FROM vtiger_relatedlists WHERE tabid = @tabid_services;
INSERT INTO vtiger_relatedlists (relation_id, tabid, related_tabid, name, sequence, label, presence, actions) VALUES (@rel_id + 1, @tabid_services, @tabid_campaigns, 'get_dependents_list', @rel_seq + 1, 'Campaigns', 0, 'SELECT');
Database fields – Field added, dropped, modified that are related to the configuration should also be in the exported configuration in a transparent manner. One way of doing this would be to generate SQL statements to ALTER the database.

Customer portal doesnt send username informations

What can i do? My workflows works normally but I don't receive the customer portal login and password. I already configurated URL Path on Portal/Config/Config.php.

remember user's decision about sorting a columns (which and what direction) will be a good solution

Code in OSSPdf/special_functions is parially in Polish

Please translate the variable names of the sample modules in OSSPdf/special_functions. This will make it much easier to understand and adapt to ones specific needs

shared calendar it gives a spinning disks and never ends

In version 1.1.0 clicking the shared calendar it gives a spinning disks and never ends. Tested with two upgraded 1.1.0 instances.
Page refresh / reload does not help.

Language files: several lists should be in the database and not the language files

Change request for the near future:
Actually I found some list in the language files, which should be defined in the database.
Examples: Products.php and Quotes.php definition of product groups:
'300-Sales-Software'=>'300-Sales-Software',
'301-Sales-Hardware'=>'301-Sales-Hardware',
'302-Rental-Income'=>'302-Rental-Income',
'303-Interest-Income'=>'303-Interest-Income',
'304-Sales-Software-Support'=>'304-Sales-Software-Support',
'305-Sales Other'=>'305-Sales Other',
'306-Internet Sales'=>'306-Internet Sales',
'307-Service-Hardware Labor'=>'307-Service-Hardware Labor',
'308-Sales-Books'=>'308-Sales-Books',
It makes not really sense there and should be found in the product settings in the database where it could be used from quotes, products etc..
The user must be able to change this without problems.
Also currencies should be completely in the database. Now therea re some defintions in the database and a translation in the language file...
And there are not all currencies defined.
Also in vtiger.php you find "Industries"
Some are very special and only localy usable like the polish definitions of goverment.
The user should be able to define his industries in the database.
Also the salut to the customer "Mrs, Ms, Mr, Hello, Dr,.." and so on should be defined in the database.
Is it possible to make this configurable within YetiForce without problems?
Is this a big problem for the structure or is it easy to change?
Thx

Encoding Asian currency symbol error

PDF Output don't show Asian (particularly Thai) currencies. This is important issue significantly limiting usage of application. Encoding needs urgent review.

See the link for the attachment:
http://sourceforge.net/p/yetiforce/tickets/127/

P.O. Box

Add the concept of P.O.Box to your framework of handling addresses.

Import data directly from vTiger db

I like your idea and that, what you did with this system. I'm going to migrate the system from vtiger to yetiforce, but the transfer of data via CSV is cumbersome and prone to errors. In this situation, great option could be direct import data from the vtiger databases (leads, accounts, contacts and related item such as opportunities, todos, events, projects, etc.). Is it possible to do?

Bug in refresh widgets in dashboard

When I install new instances of YF dashboard works without any errors till I run a widget "newest mails". after some time I can not a refresh any widget in dasboard, and can not disable it . Situation normalized after creating new user and loging (new dashboard where this widget is not runnig).

Generated PDF does not print: Fonts are missing

1. Create a PDF document using the OSSPdf module => See File1.pdf
2. PDF displays correctly in Acrobar 10.0
3. Print PDF, e.g. on a Lexmark CN3 PS3 (PostScript driver) printer
4. Fonts are not printing => See File2.pdf (scanned paper output)

See the link for attachments:
http://sourceforge.net/p/yetiforce/tickets/110/

[bug] Invoice - block "Delivery address" Copy button failed

When I want to copy Organization address to the block of delivery address using above positioned button it not work. This is in invoice module

Calendar Event becomes To Do when changing status

Calendar Event becomes a To Do entry when changing the status to held
1.Create a new event with status Planned of type Meeting
2.While viewing the event, click on status and change it to Held
3.Reload event
4.BUG => Event is translated into a To Do with no status

status: pending

Feature: PDF Template - improve usability

1. Add functionality to be able to use standard PHP calculation functions, date/time and other.
2. Add options to attach records form related modules (1:m. m:1, 1:1 and m:m) in the form of blocks (simillar as PDF Maker for vtiger)
3. Write detailed manual

incorrect export import via csv format

Trying export and import fileds from modules to another instance I saw a problem in transport data via csv format expecially with description fields where is a data in html format. In consequence import of this data couses duplicate fields. reading this export file for example in Open Office is possible without errors.
Suggested improving import export mechanism.

Clean-up code before initial release

When looking at the code, I see many pieces of code that are never used, that are redundant, or legacies from previous versions.
I would urge to take the time to go through the whole code and remove any bits that are not in use. This will a) make the code easier to understand, b) reduce the probability of bugs, and c) make the code easier to develop further.
This also means remove any "hacks" / special cases that have been build into the code. It will be worth the effort in the medium term.

Language translation module: "save" still not fixed

When I open 3 languages (englisch, german, german old) and translate the one in the middle (german), the changes were always saved on the last (third, german old) language file.

Roundcube is actually in polish after installation in german

Language settings of Roundcube is not ok, after installation

zadania Kalendarza

Nowe zadanie kalendarza powiązane z Umową. Nie można zapisać danych do pola osoba kontaktowa, można dokonać wyboru z listy (popup) ale dana się nie zapisuje.

Multiple related fields bug in quick edit

1.When creating two new "Related field 1:M" fields (see page 1 and 2 of attached document) and seeting those fields to "quick edit", the second field is not correctly displayed in the quick edit view (page 3 of attached document).
2. Create a first new field of type "Related field 1:M", e.g. sample_financials
3. Select two modules to be associated with the related field, e.g. Quotes and Invoice
4. Save the field
5. Update the field's properties by enabling "quick create"
6. Create a second new field of type "Related field 1:M", e.g. sample_elements
7. Select two modules to be associated with the related field, e.g. Project Tasks, Project Milestones, and Deliverables
8.Save the field
9.Update the field's properties by enabling "quick create"
10. Go to the module with the two new fiels and select one or more items in the list
Select "Actions" -> "Mass Edit"
11. As shown in page 3 of the attached file, the second field shows "Select some values" as field description rather than a drop-down list with the three related module names

For the attachment see: http://sourceforge.net/p/yetiforce/tickets/129/

All activities widget

Currently there exist two widgets, one called "Upcoming Activities" and one called "Overdue Activities". I would suggest to add an additional widget called "Pending Activities" which would include all not completed activities and mark those that are overdue in red. Here are some excerpts how this could be done:

http://sourceforge.net/p/yetiforce/tickets/90/

[Improvement] PDF Templater To allow configure blocks with special functionalities

To allow configure blocks with special functionality in GUI mode.
To allow standard php functions on database fields within pdf templates

Password key

Bug found by Stacey:
While changing Password encription key I got message: Success Twój klucz został zmieniony. Thanks to google I got meaning but translation will be needed too.

Special function in invoices dont shows summary

This function: #special_function#replaceProductTable2#end_special_function#
Dont show summary in the bottom of table when I style it with some core font and size in PDF template.

Seems like size of fonts in table is hardcoded. Would be convenient to be able to style tables at least with fonts size/style/color within editor

Seems like 16pt working but not 14 O.o