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Version: 1.0

SuiteCRM Getting Started

SuiteCRM is a fork of SugarCRM Community Edition. Massively extended, SuiteCRM delivers Workflow, Reporting, Portal, Quotes, Products, Invoices, Accounts, Contacts, Opportunities, Projects, Responsive mobile theme, Email marketing campaigns, Knowledge Base, Outlook and Thunderbird integration, Contracts, Leads, Activities and much more.

If you have installed Websoft9 SuiteCRM, the following steps is for your quick start

Preparation

  1. Get the Internet IP of your Server on Cloud
  2. Check your Inbound of Security Group Rule of Cloud Console to ensure the TCP:80 is allowed
  3. Complete Five steps for Domain if you want to use Domain for SuiteCRM
  4. Get default username and password of SuiteCRM

SuiteCRM Initialization

Steps for you

  1. Using local Chrome or Firefox to visit http://domain or http://Internet IP, you will enter login page

  2. According to the wizard prompt, select [Next] to initialize the settings

  3. The initialization setting is completed, and start to experience the background

Having trouble?

Below is for you to solve problem, and you can contact Websoft9 Support or refer to Troubleshoot + FAQ to get more.

SuiteCRM QuickStart

The following uses SuiteCRM to build an enterprise CRM as a task to help users get started quickly:

SuiteCRM Setup

Configure SMTP

  1. Get SMTP related parameters in the mailbox management console

  2. Go to SuiteCRM->Administartor->Admin->Email->Email Setting->Outgoing Mail Configuration

  3. Fill in the correct SMTP Parameters

    • SMTP Mail Server
    • SMTP Port
    • Use SMTP Authentication
    • Enable SMTP over SSL or TLS
    • Use Name
    • Password
    • Allow users to use this account for...
  4. After the settings are correct, please click "Send Test Email" to Test to verify

Set Chinese Language

SuiteCRM support multi-language.Below is a example for adding Chinese language in SuiteCRM

  1. Find and Download the language package

  2. Administrator->MODULE LOADER,upload the language package,then install it

  3. Afer the intallation,you can receive the message “The language package is ready to be installed.”

  4. go to Administrator->admin->system-Language,now you can see the new language item

  5. Log out,and log in again,you can see the language selections upper one the account

SuiteCRM reference sheet

The below items and General parameter sheet is maybe useful for you manage SuiteCRM

By running docker ps, you can view all Containers when SuiteCRM is running:

CONTAINER ID   IMAGE                         COMMAND                  CREATED          STATUS                 PORTS                                                                               NAMES
f705c84dd8d1 bitnami/suitecrm:latest "/opt/bitnami/script…" 27 seconds ago Up 26 seconds 8443/tcp, 0.0.0.0:9002->8080/tcp, :::9002->8080/tcp suitecrm
5d2d02d4c02e mariadb:10.6 "docker-entrypoint.s…" 29 seconds ago Up 26 seconds 0.0.0.0:3306->3306/tcp, :::3306->3306/tcp suitecrm-db

Path

SuiteCRM installation directory: /data/apps/suitecrm
SuiteCRM Site Directory: /data/apps/suitecrm/data/suitecrm

Port

No special port

Version

docker exec -i suitecrm cat /bitnami/suitecrm/VERSION

Service

sudo docker start | stop | restart | stats suitecrm

CLI

No

API

API Versions