vtiger

[paulward2016]

I am trying to dummy down almost all the features that our company would use this system for. I am trying to eliminate all Main tabs other than Accounts, Contacts, Orders, and Products. I am trying to eliminate all submenu items other than New Sales Order, New Contact, and New Account.

I am really trying to make it simple for our sales people to use this program, and if the options are there they will try to use them (which the IT staff doesn't want)

Any help I would really appreciate.

[Rudig]

Hi,

I had the same problem:

1)start with config.php or config.inc.php

set these to false:

$WORLD_CLOCK_DISPLAY = 'false';
$CALCULATOR_DISPLAY = 'false';

$calculate_response_time = false;

2) Login.php under modules/users
Clean-up the code to get a "nice" login

3) under themes
footer.php

remove all references

4) After logging in as admin: go to my account, customize tab

drag all modules you don't need up, so they disappear from your tabs.

5) Create a non-admin user

6) Got settings, Default organisation sharing access and block all access you don't need (also not yourself).

7) play around with profiles & roles for the non-admin user by removing certain accesses under the profiles untill you get it right.

This way you will remove a lot of unnessary stuff and the application already looks a lot nicer.

Good luck,


Rudi.

[paulward2016]

Well that covers a few things, but I am really mainly looking on getting rid of the submenu items under contacts and accounts. I would like to get rid of all those links. Any other Ideas??

[Rudig]

I seriously doubt you have tried point 7.

[wasexton]

Thanks! This is exactly what I was looking for. General purpose programs, such as vtiger crm, tend to have many more features and options that most businesses need. In order to make the program usable, this needs to be in the documentation.

For my purposes, I just needed the lead and contact functions along with reporting. The rest can all go away and make life easier for my employees.

Thanks again for this post. I am in the early stages of implemenatation and this helps!

Sexton

[solutions123]

How do you access config.php in order to modify it?
(sorry, bit of a newbie)

[bugugly]

Another thanks to Rudig. Very helpful.

Also a tip to step your users along, from bare bones to complete implementation.

After get stripped down version working to satisfaction, copy complete contents to another folder name, like if /vtiger is basic, copy all contents to /vtiger2 and change the config file and other settings to provide more functionality.

If username for http://<server>/vtiger/ is "bug", make username for http://<server>/vtiger2/ "bug2".

Etc..

Data stays the same, degree of gui implementation changes. This provides a path to lead the user from most simple=understandable environment, to full functioning complex=powerful environment.

Rudig's tip saved me a lot of time. Hopefully this will likewise for others!!

[solutions123]

Good tip. Thanks.
I will make a copy now. But how do I get in to modify the Config.php?
Cheers

[BrianLaughlin]

Solutions,

Are you asking where is the config.php file?

[solutions123]

Yes please. I 've not altered a php file before either so not sure what I'm going to find.
Cheers