Install

Installing Kvcodes CRM

To install the Customer Relationship Management Module is very easier and also it helps to activate it to any company and make it work on. Just extract the KvcodesCRM.zip to your modules directory.

ROOT OF FA/modules/

Just extract it here and than goto browser and login to your FA And goto Setup->Install and Activate Extensions. Here click to install KvcodesCRM and activate it to your needy company.

Configurations

There 4 files you need to make changes, 3 php files and one js file.

1. js/util.js
2. admin/db/transaction_db.inc
3. includes/types.inc
4. includes/sysnames.inc

Let's see them one by one.

util.js

And one more important step is to change the util.js. Just goto root of your FA/js/util.js open this file on your desired editor and do the steps

1. Find the below code 

// JsHttpRequest class extensions.

Before this commented line program, just add two custom functions which I gave it here. 

function kvcodes_custom_callback_js() {
  var crm_nicEdit, crm_nicEdit;
  var element = document.getElementById('description');
  if (typeof(element) != 'undefined' && element != null){ 
     if(typeof nicEditors === "undefined") {
     } else if(!crm_nicEdit ) {
       crm_nicEdit = new nicEditor({fullPanel : true}).panelInstance('description');
     }
   }
}

function kvcodes_crm_nicEditor() {
   var element = document.getElementById('description');
   if (typeof(element) != 'undefined' && element != null){
     crm_nicEdit = new nicEditor({fullPanel : true}).panelInstance('description');
   }
}

2. Next you need to call this `kvcodes_custom_callback_js` to work on, So find this set of programs 

     if(!newwin) {
       setFocus();
    }
  }
 },
 false // do not disable caching

Like this. And  here just append my function to enable the editor.

if(!newwin) {
       setFocus();
    }
  }
  kvcodes_custom_callback_js();
 },
 false // do not disable caching

And final change in it.

Find the below code

JsHttpRequest._request = function(trigger, form, tout, retry) {

And just below the code add these codes

var element = document.getElementById('description');
if (typeof(element) != 'undefined' && element != null){
   if (typeof nicEditors === "undefined"){ } else { 
     nicEditors.findEditor('description').saveContent(); 
   }
 }

That's it with code editing, now you can save this file and close it from editor.  Below these 3 files changes are automated on recent version of CRM.  So you don't need to work on the these below three mentioned files. But incase if that missing or added twice, you will get problem.  Than you need to fix this. 

transactions_db.inc

 Find the below code 

case     ST_COSTUPDATE   : return array(TB_PREF."journal", "type", "trans_no", "reference", "tran_date");

And just add the below code afer this

case ST_SALESESTIMATE : return array(TB_PREF."kv_crm_sales_orders", "trans_type", "order_no", "reference", "ord_date");
 case ST_SALESPROPOSAL : return array(TB_PREF."kv_crm_sales_orders", "trans_type", "order_no", "reference", "ord_date");
 case ST_PROJECTINVOICE : return array(TB_PREF."kv_crm_sales_orders", "trans_type", "order_no", "reference", "ord_date");

That's it close the transactions_db.inc

types.inc

Find this line of code

define('ST_DIMENSION', 40);

And just after this line add the below code.

//Kvcodes CRM

define('ST_SALESESTIMATE', 33);
define('ST_SALESPROPOSAL', 34);
define('ST_PROJECTINVOICE', 36);

Done,save the file and close it.

sysnames.inc

find this from $systypes_array 

ST_DIMENSION => _("Dimension"),

And add it just below and before end of the $systypes_array

ST_SALESESTIMATE => _("Sales Estimate"),
 ST_SALESPROPOSAL => _("Sales Proposal"),
 ST_PROJECTINVOICE => _("Project Invoice"),

That's it. Everything is complete now. Have a fun to work on with CRM for FrontAccounting