Installation / Updates

CRM Installation

The installation process of YetiForce CRM is very simple. In order to install CRM follow the steps below:

  1. Download the latest version of CRM from GitHub.
    NOTE - Download the "complete" version (eg. YetiForceCRM-5.2.0-complete.zip). If you don't download the "complete" version, you will have to install the libraries using yarn and composer before installing the system.
    The right order is important - first yarn, then composer.
    A sample installation script can be downloaded from here.
  2. Unzip the file, with e.g. 7-Zip.
  3. Copy a directory to a web server, with e.g. FileZilla.
  4. Start the installation wizard from a web level (where you copied the files) and follow the steps provided.

Hosting, VPS, or your own server

When choosing the most appropriate system, whether YetiForce or any other system, you will also have to decide about the most suitable server for your application. Many companies offer a wide range of such services but only some of them have a specialist who is able to help the client pick the most adequate option.

System update

01 updates install from file

The process of system update is simpler than the installation or migration process, so every YetiForce CRM administrator should be able to cope with it. One of the most important things that you need to remember is that before attempting to update the system, you should always make a backup copy and begin the process on the testing environment. Updates performed directly on production are one of the most common mistakes made by young administrators. 

Web server requirements

01 server www2

YetiForce CRM requires a proper web server configuration. It is a key element for the process of installation as well as for the system to be stable. Most professional web servers meet the requirements presented below. However, in case your server does not meet all the requirements, ask your administrator to adjust the configuration and send him a link to this article. If your administator cannot change the configuration, it might be time to consider upgrading your server.  

YetiForce Number System

01 numbers xyz2

The right number system is a very important component. Many well-developed systems, which have been on the market for many years, have their number system not in the right order. By creating our own version of the software, we have the opportunity to organize everything. Below is a description of the YetiForce number system.