Advanced OpenAdmin
AOS Settings
The Advanced OpenSales suite of modules allow you to manage the Post-Opportunity Sales processes such as Quoting, Invoicing and recurring Contracting.
You can customise the following settings within the AOS Settings:
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Renewal Reminder Period This defines how many days before the Contract End Date that a reminder call should be created.
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Initial Invoice Number Allows users to set the initial invoice number. For example 20001.
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Initial Quote Number Allows users to set the initial quote number. For example 456.
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Enable Line Items Groups If selected then users will be able to bundle line items into groups. If this is not selected then you will not be able to use the AOS Group functionality.
The Enable Line Item Groups setting should be selected before using AOS. It is difficult to migrate from/to groups once Quotes/Invoices have been created.
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Add Tax to Line Total If this is selected then the Tax will be added into the Line Total on Line Items. If this is not the selected the Line Total will not include Tax.
Once configured, click Save to apply your AOS Settings.
AOD Settings
Enable or disable SuiteCRM's full text global search here.
The full text global search is powered by Zend Lucene search framework. The search works very similar to the standard global search, but provides the enhanced functionality of searching text in documents and other files, compared to the record-level search provided by the standard global search.
See the Search documentation in the user guide for more information on searching in SuiteCRM.
AOP Settings
Advanced OpenPortal (AOP) extends the Cases module to support a customer-facing portal and email-based case creation and updates. Configure it here.
Enable AOP |
Enables or disables the Advanced OpenPortal functionality across SuiteCRM. |
Enable Portal |
Whether the customer-facing Joomla portal is active. |
Joomla URL |
The URL of the connected Joomla portal site. |
Support From Name |
The name used in the From field of all portal-related email notifications sent to contacts. |
Support From Address |
The email address used in the From field of portal-related emails. |
Case Distribution Method |
How cases created from inbound email or the portal are automatically assigned. Options: Single User (assign to a specified user), Round Robin by Role, Round Robin by Security Group. |
Email Templates |
Select the email templates used for: new portal user welcome, contact case notification, case creation confirmation, and case closure notification. Templates are managed in the Email Templates module. |
Portal Setup
The Joomla portal component can be downloaded from the SuiteCRM Joomla Portal Plug-in page. Install it using the Joomla Extension Manager, then configure the SuiteCRM URL and a valid SuiteCRM username and password under Components → advancedopen-portal in Joomla.
Once configured, two menu items can be added to your Joomla portal:
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List Cases — shows a list of all cases the contact has logged, with filters for State and keyword search
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New Case — allows contacts to create cases in SuiteCRM from the portal
Creating Portal Users
To give a Contact access to the portal, open the Contact record in SuiteCRM and click Create Portal User (or find it in the action menu if action menus are enabled). This creates a Joomla account for the contact and emails them their portal credentials.
Business Hours
Specify business working hours here.
These settings will determine when workflows set to run 'Only In The Scheduler' will run and will be used when "Consider Working days" is set on Project records.
