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

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

3.6 KiB Raw Blame History

CRM Setup :

1. CRM Internal Module (Ticket Management System)

Requirement :

Installation & deploy :

Setup:

2. CRM Customer Module (For External Use)

Files

Requirement :

Deploy :

Application Url :

3.6 KiB

Raw Blame History