System

System Settings

SystemSettingsItem

SystemSettings

User Interface

These user interface settings apply system-wide, although some (for example Show Full Names) can be overridden by individual users in their user profile.

Listview items per page

The number of records to display per page in the list view of each module.

System Name

This name will be displayed on the browser tab.

Current Logo

This shows the logo currently displayed on the login screen

Select Logo

Click Choose file to select logo file. Images can be .png or .jpg format.

Lead Conversion Options

Display actions within menus

Enable inline editing

Enables records to be edited from list or detail view by double clicking on the item to be edited.

Show Full Names

Displays full names for users, rather than usernames in Assigned To fields.

Configure AJAX User Interface

Click the Configure Ajax User Interface link to display the configuration options.

SystemConfigureAJAXUserInterface

Drag and drop modules between the columns to enable/disable AJAX.

SystemSettings2

Proxy Settings

Configure Click-To-Call settings here.

Google Authentication

This is where you upload the JSON credential file.
See the Google Credentials and Syncing Section.

Advanced Settings

Developer Mode

Turns off caching so that code changes to files will be seen immediately. See the Developer Guide for more information.

vCal Updates Time Period

Set the number of months in advance to show free/busy information for invitees when scheduling calls and meetings.

Logger Settings

Specify log filename, extension and size as well as the log level here. See the link: ./../../../developer/logging/[chapter on logging] for more information.

Click the View Log link to view the log file.

Import Wizard

ImportWizard

The Import Wizard is also available from the sidebar of all import-enabled SuiteCRM modules. Select the module to import data into and click NEXT > to launch the wizard.

See the Importing Records section for more information on importing records.

Locale

Set system-wide settings for locale here, including date and time formats, system currency and export settings. Currencies can be added to SuiteCRM via the Currencies panel.

LocaleSettings

Note that date and time settings can be overridden by the user in their user profile

Upgrade Wizard

The Upgrade Wizard provides a quick and simple way to upgrade your SuiteCRM application. Download the required upgrade package and check your system compatibility before running the wizard.

See Using the Upgrade Wizard for full instructions on upgrading.

Currencies

Use this section to add a currency to SuiteCRM. The default currency can be set in the Locale section.

Entering the ISO 4217 code for the currency will autofill the Currency Name and Currency Symbol fields.

You must also specify a currency conversion rate before saving the new currency settings.

Currencies

Backups

The SuiteCRM application files can be backed up using this tool. Please note that you should also perform regular backups of your database - see the vendor’s documentation for details on how to do this.

Languages

Download language packs for SuiteCRM here.

Repair

Selecting Repair from the System Settings panel displays a wide range of repair options for SuiteCRM which will run automatically when the link is clicked. SuiteCRM may direct you to run particular Repair commands, for example following an upgrade using the Upgrade Wizard.

Quick Repair and Rebuild is the most often used command here, and will be required after installing a new module via Module Loader for example, or to display changes to code during development when Developer Mode is not set.

When running a Quick Repair and Rebuild, be sure to scroll to the bottom of the page to view any new SQL code which may need to be executed to ensure that your database tables are correctly synced with any changes that have been made.

The Global Search functionality is used to search for records using the search bar on the main navigation menu. Add or remove modules from the Global Search here.

See the User Interface guide to the global search for more information.

GlobalSearch

Diagnostic Tool

The diagnostic tool allows you to gather system configuration information which can be downloaded via a .zip file for analysis.

DiagnosticTool

SuiteCRM config.php

Includes a copy of the config.php file from the SuiteCRM root directory. This contains many of the system settings options such as date formats, currency information, password configuration alongside configuration details such as database settings and SuiteCRM version

SuiteCRM Custom directory

Includes a copy of the custom directory, which contains any field or layout customisations made, either through Studio or via code.

phpinfo()

Includes the output of the phpinfo() function, containing information about the php configuration on the server

MySQL - Configuration Table Dumps

Includes a folder MySQL/Table Dumps in the diagnostic zip file with an html file for each configuration table in SuiteCRM. Each file contains field definitions (field names, data types etc), indexes (name, type and fields in the index) and data from the relevant table.

MySQL - All Tables Schema

Includes the file MySQL/TableSchema/TableSchema.html with two sections for each table in SuiteCRM- field definitions (table name, data types etc) and indexes (name, type and fields in the index)

MySQL - General information

Includes a file MySQL/MySQL-General-info.html containing database information such as version number and character sets

Select the information you require and click Execute Diagnostic

DiagnosticTool2

Once complete, click the link to download the zipped diagnostic file.

Connectors

This section to be completed.

Themes

From 7.9 onwards, only the SuiteP theme is available. For earlier versions, you can set the default theme and which other themes are available for users to select here.

AdminThemes

From 7.10 onwards, there is a choice of theme colours for SuiteP which can be set from the User profile.

Scheduler

SuiteCRM uses a number of Scheduler jobs running at scheduled times, supporting functionality such as search indexing, workflows, email notifications, database maintenance and sending campaign emails.

AdminScheduler

Setting up the Scheduler

Scheduler jobs need to be manually enabled. This is done by running a script called cron.php every minute. This, in turn, manages all SuiteCRM jobs according to their proper schedules.

In Windows this is setup using Task Scheduler, and in Linux and iOS, it is setup in crontab. Detailed instructions for your system will be displayed during installation and can also be found on the Schedulers page, under the list of scheduled jobs.

See Scheduler Jobs in SuiteCRM in Linux - the Definitive Guide for an in-depth guide to setting up and managing scheduled jobs in Linux.

Configuring Scheduled Jobs

Click on a scheduled job to view settings

AdminScheduledTask

In edit mode, you can set the job status (only Active jobs will run) and configure the interval at which the job runs as well as the start time. Unckecking the the 'Advanced Options' box will show a more user-friendly way to set the job interval if you are not familiar with the crontab notation. Re-checking Advanced Options will let you set the initial start time.

AdminEditScheduledTask

Activity Streams

By default the Activity Stream dashlet displays recent updates for the Opportunities, Contacts, Leads and Cases modules.

The Activity Stream admin panel allows you to configure what is displayed on the activity feed and which features are available to users.

SystemActivityStreams

Enable MyActivity Stream Dashlet:

Enables/disables the Activity Stream dashlet for all users

Activate Feeds For:

Select the modules to display activity for

Activate User Feed:

Allows users to enter messages in the status update field for broadcast to all users

Please see the user interface guide for further information on how to use the Activity Stream.

OAuth Keys

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