Panel

Panel

Change password

There are a few functionalities in the YetiForce CRM system that allow you to change the password. You can do it in the admin panel, by adding a new item in the menu, or by changing parameters in the config/security.php file. Below you can find more information on where to change the password, and who can do that.

Enable cron

01

Cron is a Unix daemon that triggers other programs periodically. It uses crontabs to save information about cron tasks that will be enabled. It is recommended to use it in Linux, but if the same file will be added to the scheduler in Windows, it will also work. In practice, YetiForce can perform certain tasks automatically with cron and trigger them in the background. 

Help icons

01 help

Help icons are a simple mechanism that allows to add detailed information to every field within the system. We recommend using this kind of supporting information for business fields, e.g. statuses, stages, fields that are automatically updated, etc. Each help icon might be translated individually to every language.

Mail scanner

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YetiForce system has a built-in and flexible mail scanner that allows to login to mailboxes automatically and perform certain actions depending on which actions are configured. The scanner helps to automate the processes in which emails are inseparable elements.  

Mass SMS

Mass SMS feature is available for "Leads", "Accounts", and "Contacts" modules. Before you can send SMS you have to configure the SMS API Provider in the system

Outgoing mail server

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In order to enable the option of sending email notifications, it is required to configure the outgoing mail server. The configuration is very simple, which means that it is required to fill in only a few fields. Before starting, prepare necessary access data received from a server administrator, or which was downloaded from an email panel. 

Server configuration

01

YetiForce allows for an additional mechanism to regularly verify the server configuration. Sometimes the configuration may change and, although, it is verified during the installation process, it should be checked on a regular basis. In order to check the parameters, it is required to go to the page tab "Server configuration".    

SMS provider configuration

One of the functionalities available in the YetiForce system is the ability to send SMS directly from the system. This functionality can be found in the admin panel in “System settings”. In the menu, select “Integration” and then “SMS provider configuration”. It is only available to users who have purchased SMS API service from an external provider.