Frequently Asked Questions

Generally you can use AlgoSphere without internet on a localhost installation, but you will lose the benefits of some features, including:

1. Dropbox file chooser
2. Pusher.com real-time notifications
3. Auto updates
4. Google reCaptcha
5. All online payment gateways
6. E-Signature (v2.0.0 and above)

These features are not needed in offline mode, but it's worth knowing about them.

Contact emails must be unique because of the email piping / auto importing tickets feature, and because the email is used for login. If an email address is not unique in the system database, the script won't know which company to link the imported ticket to.

HTTP ERROR 500 means there is a back-end error causing AlgoSphere to stop working. To diagnose the issue, turn on debug mode by opening index.php and changing:

define('ENVIRONMENT', 'production');

to:

define('ENVIRONMENT', 'development');

If the error messages are not clear enough, open a support ticket at manage.algosphere.co.in.

Unfortunately not. PDF documents are only generated in LTR (left-to-right) direction.

Yes, but you must:

1. Disable the Cloudflare Rocket Loader feature.
2. After each update, always purge your Cloudflare cache.

Navigate to the AlgoSphere installation directory and open index.php. Find:

define('ENVIRONMENT', 'production');

Change it to:

define('ENVIRONMENT', 'development');

Errors will now be visible on screen and logged in application/logs. Remember to revert to production when done.

Yes! You can translate AlgoSphere easily. Follow the System Language documentation to translate it into your own language.

Base URL is the URL where your system will be installed. Examples:

• Subdomain: http://crm.domain.com/
• Subfolder: http://www.domain.com/crm/
• Main domain: http://www.domain.com/

The base URL must end with a trailing slash (/). For SSL, use https://.

You must change two php.ini directives. Example to increase to 64MB:

upload_max_filesize = 64M
post_max_size = 64M

A restart of Apache is usually required. Consult your hosting provider if needed.

AlgoSphere does not support 3 decimal places for numbers.

Navigate to Setup → Settings → PDF and set Show invoice payments (transactions) on PDF to No.

By default, delete is only allowed on the last created estimate/invoice to prevent number gaps. To remove this restriction, go to Setup → Settings → Finance and set:

• Delete estimate allowed only on last estimate → No
• Decrement estimate number on delete → No

Repeat for invoices if needed.

There are multiple ways:

1. Navigate to application/config/migration.php and find $config['migration_version']
2. If using version above 1.2.9: Setup → Settings → System Update
3. If using version below 1.2.9: Setup → Settings → General

The export function only exports the current view to prevent crashes with large datasets. Select All from the top-left dropdown above the table headings and wait for all data to load, then export.

The reminders feature lets staff members receive notifications about actions they need to take (e.g. call customer, schedule meeting). Staff receive both built-in and email notifications on the reminder date. Available for: Customers, Leads, Expenses, Estimates, Invoices, Proposals, Credit Notes, and Tasks. Requires a cron job to work properly.

Navigate to Setup → Settings → PDF and set Swap Company/Customer Details to Yes. This will show your company details on the right and customer details on the left of all PDF documents.

A non staff member is a contract worker or freelancer who can work on projects but is not an employee. Some areas of the CRM are disabled for non staff members, including: Announcements, Newsfeed wall, Leads, Support (by default), Public Calendar Events, Google Calendar Events, and Goals. To set a user as non staff member, go to Setup → Staff, open the user, and check Not Staff Member.

Navigate to Setup → Settings → Misc and set Show help menu item on setup menu to No.

See the full list of server requirements in the General Information category.