The JForce CRM / PM is an extensive system capable of extending the functionality of your Joomla! site to include a standard Customer Relationship Management and Project Management system. This suite can feel daunting to tackle but the documentation below should help provide a good starting point and get your site setup and running smoothly quickly.

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or view specific topics online below.

Pre-Sales Questions

• General Questions

Getting Started

• Pre-Installation
• Installation
• Re-Installing / Upgrading
• Installation Troubleshooting
• Post-Installation / Creating Links

Administrative Setup

• Basic System Setup*
• Creating Access Roles*
• Creating Templates*
• Setting up Assignment Weighting
• Setting up Services for Quotes / Invoices*
• Defining Custom Fields
• Setting up Payment Gateways*
• Creating Project Templates
  

Starred items are considered mandatory for proper functioning and ease of use.

System User