CRM Setup :

Here we have two modules .

• CRM Internal Module (For bank's internal team)
• CRM Customer Module (For bank's customer)

1. CRM Internal Module (Ticket Management System)

Here we are using "mantisBT" (open source application) for ticket management system .

Requirement :

• Postgres server
• XAMPP 8.2.12 / Apache server
• PHP 8.2.12

Installation & deploy :

• Create a folder into htdocs present under apache server. e.g. folder path : C:\xampp\htdocs e.g. new folder : crm_internal

• Take the CRM Internet Module (MantisBT codebase) and paste it into the folder. e.g. crm_internal.

• Open the folder into visual studio code .

• Change the config_inc.php as per requirement. (Present in config folder)

  //Sample
  
  $g_hostname               = 'localhost';
  $g_db_type                = 'pgsql';
  $g_database_name          = 'kccb_ticket_tracker';
  $g_db_username            = 
  $g_db_password            = 
  $g_db_table_prefix        = 'kccb';
  $g_db_table_suffix        = '';
  $g_default_timezone       = 'Asia/Kolkata';
  $g_crypto_master_salt     = 'Abcdefghigklmnopqrst';
  $g_path                   = 'http://localhost/crm_internal/'; //crm_internal is the folder name
  

• For first time installation remove the "$g_crypto_master_salt " and keep it null.

  $g_crypto_master_salt = ""
  

• For install all the dependency and database run the below query

  Install url :
      http://localhost/crm_internal/admin/install.php
  

• After successfully install ,Login in to CRM-Internal

  Login :
      http://localhost/crm_internal/login_page.php
  

• Login Credential

  • For first time user
    • Username : Administrator
    • password : root

Setup:

• Go to database kccb_ticket_tracker and search for a table kccb_config.
• Import csv\kccb_config.csv (Present in the CRM internal module) file to the kccb_config table.
• Then login as Administrator .

  • Create new project

    Project Name :KCCB
    Description : The kangra Central Co Operative Bank
    
    Note: Keep other filed as default 
    

  • Create a new user "kccb".

    • Log in to this user kccb.
    • Go to My account (Top right corner) .
    • Then create a API token.
    • Copy the API token.
    • And paste the token in .env.local file of CRM Customer Module in place of MantisBT_Token.

  Note : For setup CRM internal module ,We need to create one user kccb and create the token for the user. That token will be used in CRM external module .

  • Create Backend team as per requirement and enable protected option.

2. CRM Customer Module (For External Use)

Files

env.local

Create a env.local file in the root of folder of this project.

Content of the env.local must be as follows:

SESSION_COOKIE_NAME=crm_auth
SESSION_COOKIE_PASSWORD=abcdefghijklmnopqrstuvwxyz01234567890

DB_HOST=localhost
DB_PORT=5432
DB_NAME=crm
DB_USER_NAME=
DB_USER_PASS=

#Mantis
MantisBT_Token=
 
#CBS
ONLINE_CBS_IP=
ONLINE_CBS_PORT=

#MESSAGE
WEBSERVER_IP=
WEBSERVER_PORT=

Requirement :

• Node JS (Latest)
• PostgreSQL (Latest)

Deploy :

• Install all node module

  npm install
  

• In the PostgreSQL create one database, the database name will be "crm"

• Build the application

  npm run build
  

• Start the application

  npm run start
  

• Open the following URL in the web browser for populate some data

  http://localhost:3000/api/dev/populate
  

Application Url :

http://localhost:3000/login