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Installation

For which versions of SuiteCRM is KoolSuite available?

KoolSuite was made with SuiteCRM version 7.11.18.
It is still possible to use the versions: 7.11.15 or higher.

Do not hesitate to contact us for any questions regarding the SuiteCRM upgrade

Is it easy to switch from the KoolSuite Community to the Professional version?

Both versions share the same theme. Just install the Professional package to upgrade to the new version

What are Minor Upgrades?

Minor Upgrades are updates of one or more code files without changes to the system database. KoolSuite in the Administrative area >> KoolSuite general Settings allows you to make Minor Upgrades with one click. The list of files that will be modified will be presented and it will be necessary to confirm to update KoolSuite.

There is no need to install a new KoolSuite package with the Loader module

How do I know if a KoolSuite update has been released?

It’s easy to update KoolSuite. Check for updates is active in the Administrative area >> KoolSuite general Settings.

Check in one second if your CRM is up to date,

Licenses

How easy is it to install KoolSuite?

KoolSuite is easily installed using the SuiteCRM administration panel: Through the Module Loader feature.
Once the package containing the Theme has been loaded, the KoolSuiteCommunity or KoolSuitePro package must be loaded depending on the release chosen.
Finally, activate the theme from the Themes function again from the SuiteCRM Administration.
Consult the installation guide for more details

What types of lists are available?

With KoolSuite the ListView have these views:

  • Classic: list with classic pages
  • DetailView: displays the detail while remaining in the listview
  • GroupBy: performs groupings and calculations set by the user
  • Tabbed – when there are image fields in the form
  • Sheet: Spreadsheet like with editing
  • Kanban: Kanban view with records editing
  • Timeline: timelines defined by the Administrator
Community version vs Professional version

KoolSuite is released in two versions: Community (Open Source) and Professional.

Both versions share the same theme and interface – all theme developments will be released in both versions.

The Professional version allows you to install numerous additional features in a single package.

In addition, with the annual Professional subscription there is the support of our experts for the resolution of any installation problem, use of the package. It also provides guidance for developers who want to further customize the theme

Is it compatible with SuiteCRM?

KoolSuite was developed for SuiteCRM7.

It is 100% compatible.

You can install KoolSuite and then uninstall it. SuiteCRM core files are not modified.

Is it compatible with the customizations made in SuiteCRM?

Yes of course. The customizations present in your CRM are not altered or overwritten.

KoolSuite updates Bootstrap to version 4.

Therefore it is useful to know the simple Bootstrap 4 css rules to develop modifications or customizations

What are the next steps of KoolSuite?

We are working hard to release a series of Apps geared to Business needs.

Here are some examples of the apps in development:

  • KoolSuite Portal: the reserved area of ​​your crm dedicated to your partners / customers
  • Integrations with WordPress: a powerful plugin to integrate your site with the crm
  • Enhancement of order management and billing cycle functions

All future developments are available within the Professional subscription: there will be no additional cost.

Calendar

How easy is it to install KoolSuite?

KoolSuite is easily installed using the SuiteCRM administration panel: Through the Module Loader feature.
Once the package containing the Theme has been loaded, the KoolSuiteCommunity or KoolSuitePro package must be loaded depending on the release chosen.
Finally, activate the theme from the Themes function again from the SuiteCRM Administration.
Consult the installation guide for more details

What types of lists are available?

With KoolSuite the ListView have these views:

  • Classic: list with classic pages
  • DetailView: displays the detail while remaining in the listview
  • GroupBy: performs groupings and calculations set by the user
  • Tabbed – when there are image fields in the form
  • Sheet: Spreadsheet like with editing
  • Kanban: Kanban view with records editing
  • Timeline: timelines defined by the Administrator
Community version vs Professional version

KoolSuite is released in two versions: Community (Open Source) and Professional.

Both versions share the same theme and interface – all theme developments will be released in both versions.

The Professional version allows you to install numerous additional features in a single package.

In addition, with the annual Professional subscription there is the support of our experts for the resolution of any installation problem, use of the package. It also provides guidance for developers who want to further customize the theme

Is it compatible with SuiteCRM?

KoolSuite was developed for SuiteCRM7.

It is 100% compatible.

You can install KoolSuite and then uninstall it. SuiteCRM core files are not modified.

Is it compatible with the customizations made in SuiteCRM?

Yes of course. The customizations present in your CRM are not altered or overwritten.

KoolSuite updates Bootstrap to version 4.

Therefore it is useful to know the simple Bootstrap 4 css rules to develop modifications or customizations

What are the next steps of KoolSuite?

We are working hard to release a series of Apps geared to Business needs.

Here are some examples of the apps in development:

  • KoolSuite Portal: the reserved area of ​​your crm dedicated to your partners / customers
  • Integrations with WordPress: a powerful plugin to integrate your site with the crm
  • Enhancement of order management and billing cycle functions

All future developments are available within the Professional subscription: there will be no additional cost.

ListView

What types of lists are available?

With KoolSuite the ListView have these views:

  • Classic: list with classic pages
  • DetailView: displays the detail while remaining in the listview
  • GroupBy: performs groupings and calculations set by the user
  • Tabbed – when there are image fields in the form
  • Sheet: Spreadsheet like with editing
  • Kanban: Kanban view with records editing
  • Timeline: timelines defined by the Administrator

PrintPDF

What types of prints are available?

KoolSuite allows printing in pdf:

  • Any Listview (classic view)
  • Any GroupBy View
  • Any DetailView
  • Pivot Table (spot module)

All the pages of the lists are printed in a single PDF document.

It does not need any settings or templates.

It is also possible to print only the totals in the case of Group By printing

Can I only print totals from a Listview?

When printing a GroupBy view, you are asked whether to print the whole list or only the set totals

Can I change the layout of the pdf produced?

It is not possible to change the layout of the pdfs produced. You can request a personalization or information on how to personalize.

Can I print long lists?

There are no limits to the number of records to be included in the pdf print. Obviously a pdf of over 100 pages becomes difficult to manage.

KoolDrive

Can I use KoolDrive as FileTransfer?

Certainly. KoolDrive replaces Filetrrasfer functionality and does not need to copy the files stored in the CRM. You can simply share the link to the file via email with an external user of the CRM.

Warning: communication takes place in an encrypted and secure way. Furthermore, the link will be active for the number of days you set.

Can I upload even large files?

There are no limits to the size of the files to be uploaded. Asynchronous loading of KoolDrive with (DropZOne.js) allows you to load and view its progress. With KoolDrive you finally have a single safe and organized place to store files in your CRM.

Can I upload files from my smartphone?

KoolDrive has been designed to facilitate the uploading of files from smartphones. It is simple to attach a photo, video or other to a record or insert a photo, video or other in your KoolDrive space. Similarly to when it happens with Whatsup or other popular Apps

Can I securely share files even with those who do not access the crm?

Yes. KoolSuite uses the OpenSSL library to encrypt the link to the crm. Furthermore, the link is available to external users only for a number of days set by the user sharing the document.

 

Tags

What are tags?

Tags are an easy way to easily archive and retrieve crm records.
A more powerful and effective way than the drop-down fields.
Tags are global to the whole crm: they are not specific to a module.
In each detailview you can insert the tags with which the card is stored.
You can insert new Tags or select them from the list.
The CRM administrator manages the list of tags and the colors of each Tag

Timeline

Is it possible to enable the Timeline view on any module?

Certainly. From the Administration >> Timeline settings panel you can set all the desired Timelines.

You can also enable more than one Timeline per module.

Tabbed navigation

How does tab navigation work in Listviews?

From the listview of any module, the tabs are each opened on its own tab. It is immediate to switch from one tab to another with a click on the tab of the tab.

Even the tab of a subpanel is opened in a new tab: it is thus possible to view the tabs of the subpanels while remaining in the module.

When the module is changed, all the opened tabs are removed

SpreadSheet Views

How does tab navigation work in Listviews?

From the listview of any module, the tabs are each opened on its own tab. It is immediate to switch from one tab to another with a click on the tab of the tab.

Even the tab of a subpanel is opened in a new tab: it is thus possible to view the tabs of the subpanels while remaining in the module.

When the module is changed, all the opened tabs are removed

DropDown Manager

Can I import values from csv file?

Certainly. The csv file must contain two columns: value and label. Open the file with an editor and select the contents of the file. Paste the content into the import text area and with the import option you can import the values ​​into the DropDown list

Kanban

Is it possible to activate the Kanban view on any module?

Certainly. From the administration panel you can set up Kanban views for any module.

It is possible to set only one Kanban view for each module

 

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