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Call Stack
#TimeMemoryFunctionLocation
10.0001357048{main}( ).../doku.php:0
20.0001358008require_once( '/home/solarecrm.com/public_html/help/inc/init.php' ).../doku.php:29
30.0020552496Doku_Event_Handler->Doku_Event_Handler( ).../init.php:215
40.0022559024plugin_load( ).../events.php:135
50.0022559024Doku_Plugin_Controller->load( ).../pluginutils.php:23
60.0022559072class_exists ( ).../plugincontroller.class.php:93
70.0022559072spl_autoload_call ( ).../plugincontroller.class.php:93
80.0022559120load_autoload( ).../plugincontroller.class.php:93

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Call Stack
#TimeMemoryFunctionLocation
10.0001357048{main}( ).../doku.php:0
20.0001358008require_once( '/home/solarecrm.com/public_html/help/inc/init.php' ).../doku.php:29
30.0020552496Doku_Event_Handler->Doku_Event_Handler( ).../init.php:215
40.0025571088plugin_load( ).../events.php:135
50.0025571088Doku_Plugin_Controller->load( ).../pluginutils.php:23
60.0025571136class_exists ( ).../plugincontroller.class.php:93
70.0025571136spl_autoload_call ( ).../plugincontroller.class.php:93
80.0025571184load_autoload( ).../plugincontroller.class.php:93

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Call Stack
#TimeMemoryFunctionLocation
10.0001357048{main}( ).../doku.php:0
20.0001358008require_once( '/home/solarecrm.com/public_html/help/inc/init.php' ).../doku.php:29
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40.0030608440trigger_event( ).../auth.php:116
50.0031608600Doku_Event->trigger( ).../events.php:196
60.0031608600auth_login_wrapper( ).../events.php:90
70.0031608600auth_login( ).../auth.php:173
80.0031608624auth_logoff( ).../auth.php:259
90.0031608624setcookie ( ).../auth.php:384

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Call Stack
#TimeMemoryFunctionLocation
10.0001357048{main}( ).../doku.php:0
20.0001358008require_once( '/home/solarecrm.com/public_html/help/inc/init.php' ).../doku.php:29
30.0027596992auth_setup( ).../init.php:223
40.0032608464auth_loadACL( ).../auth.php:120
50.0032609816auth_nameencode( ).../auth.php:154
60.0032609816preg_replace ( ).../auth.php:670

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Call Stack
#TimeMemoryFunctionLocation
10.0001357048{main}( ).../doku.php:0
20.0001358008require_once( '/home/solarecrm.com/public_html/help/inc/init.php' ).../doku.php:29
30.0027596992auth_setup( ).../init.php:223
40.0032608464auth_loadACL( ).../auth.php:120
50.0033610992auth_nameencode( ).../auth.php:154
60.0033610992preg_replace ( ).../auth.php:670

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#TimeMemoryFunctionLocation
10.0001357048{main}( ).../doku.php:0
20.0034608472pageinfo( ).../doku.php:51
30.0034608920auth_aclcheck( ).../common.php:130
40.0035609040auth_nameencode( ).../auth.php:550
50.0035609040preg_replace ( ).../auth.php:670

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Call Stack
#TimeMemoryFunctionLocation
10.0001357048{main}( ).../doku.php:0
20.0041631880act_dispatch( ).../doku.php:84
30.0041633344trigger_event( ).../actions.php:190
40.0041633504Doku_Event->trigger( ).../events.php:196
50.0041633504act_sendheaders( ).../events.php:90
60.0041633504header ( ).../actions.php:203
custom_templates [Solar eCRM]

Solar eCRM

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User Tools

Site Tools


custom_templates

Customize Templates

There are three different kinds of template that can be customized. User can edit the templates by clicking “Custom Templates” button shown below.

Settings → Custom Templates

Choose Template

User can edit the template by clicking on “Preview” button from the respective row of template.

Settings → Custom Templates -> Preview

Quote Email Customization

Once you click on “preview” button of Quote email, it will take you to preview page of current quote email template as shown below. If you click on “back” button, it will take you to previous page or you can click on “edit” button to edit the content.

Settings -> Custom Templates -> Preview (Quote Email)

Edit

Once you click on “edit” button, you will get to the page shown below. In this page, user can customize the content by using the tools. If the user want to add the field, user have to follow step 1 and step 2. Step 1 is to select the category and step 2 is to select the field name. After selecting the field name (step 2), the variable will display at the place where mouse cursor is placed on the content. Click on reset to undo all the things that you have done. Once the customization is done, click on submit button to save the changes.


Quote Contract PDF Customization

Quote contract pdf is a contract document which will be sent along with the quote email.Once you click on “preview” button of Quote contract pdf, it will take you to preview page of current contract document template of quote as shown below. If you click on “back” button, it will take you to previous page or you can click on “edit” button to edit the content.

Settings -> Custom Templates -> Preview (Quote Contract PDF)

Edit

Once you click on “edit” button, you will get to the contract pdf customization page shown below. In this page, user can customize the content by using the tools. If the user want to add the field, user have to follow step 1 and step 2. Step 1 is to select the category and step 2 is to select the field name. After selecting the field name (step 2), the variable will display at the place where mouse cursor is placed on the content. Click on reset to undo all the things that you have done. Once the customization is done, click on submit button to save the changes.


Invoice PDF Customization

Invoice pdf is a document which can be printed out in invoice module.Once you click on “preview” button of Invoice pdf pdf, it will take you to preview page of current invoice pdf as shown below. If you click on “back” button, it will take you to previous page or you can click on “edit” button to edit the content.

Settings -> Custom Templates -> Preview (Invoice PDF)

Edit

Once you click on “edit” button, you will get to the Invoice pdf customization page shown below. In this page, user can customize the content by using the tools. If the user want to add the field, user have to follow step 1 and step 2. Step 1 is to select the category and step 2 is to select the field name. After selecting the field name (step 2), the variable will display at the place where mouse cursor is placed on the content. Click on reset to undo all the things that you have done. Once the customization is done, click on submit button to save the changes.


HTML Customization

Customization of all the templates can also be done in HTML format. To do the HTML customization, click on the button shown below.

Once the button is clicked, HTML source editor will appear. After editing, click on update button to save the changes.



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Call Stack
#TimeMemoryFunctionLocation
10.0001357048{main}( ).../doku.php:0
20.0041631880act_dispatch( ).../doku.php:84
30.0042634736include( '/home/solarecrm.com/public_html/help/lib/tpl/dokuwiki/main.php' ).../actions.php:192
40.0063757888tpl_pageinfo( ).../main.php:65
50.0063757888auth_quickaclcheck( ).../template.php:906
60.0063757888auth_aclcheck( ).../auth.php:512
70.0063757944auth_nameencode( ).../auth.php:550
80.0063757944preg_replace ( ).../auth.php:670
custom_templates.txt · Last modified: 2019/02/28 13:41 (external edit)