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CRM Tutorial

The document outlines the setup and development of a CRM project named 'mycrm' using tools like Visual Studio Code and XAMPP for local development. It details the project folder structure, including directories for assets, includes, and various PHP pages, each serving specific functions such as user management and customer management. Additionally, it provides a comprehensive list of PHP files and their purposes within the CRM system.

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saadi khan
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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66 views5 pages

CRM Tutorial

The document outlines the setup and development of a CRM project named 'mycrm' using tools like Visual Studio Code and XAMPP for local development. It details the project folder structure, including directories for assets, includes, and various PHP pages, each serving specific functions such as user management and customer management. Additionally, it provides a comprehensive list of PHP files and their purposes within the CRM system.

Uploaded by

saadi khan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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📘 CRM Setup & Development Tutorial (Project: mycrm)

1. Installing Development Tools

Tool: Visual Studio Code (VS Code)

 Why?: It's a lightweight, fast, and powerful code editor. It supports


PHP, HTML, CSS, and JavaScript with great extensions.

 Purpose: To write and manage all the code for our CRM easily.

Tool: XAMPP

 Why?: It provides a local Apache server, MySQL database, and PHP.

 Purpose: To run and test the CRM locally before putting it online.

2. Project Folder Structure

Folder: C:\xampp\htdocs\mycrm

 Why?: XAMPP serves websites from htdocs. Creating mycrm here


makes it accessible via http://localhost/mycrm.

Inside mycrm:

 assets/: Contains CSS, images, and JS files

o Purpose: Organize static files like styles and scripts.

 includes/: Contains reusable PHP files

o header.php: Loads logo, top structure, and starts layout

o footer.php: Closes HTML and adds footer scripts

o sidebar.php: Contains navigation/menu, used on every page

 All PHP pages (e.g., index.php, customers.php)

o Purpose: Each handles a specific function (dashboard, leads, HR,


etc.)
 3. Pages and Their Purpose

File Purpose

index.php Main dashboard after login

login.php Login form and authentication

logout.php Ends user session

db.php MySQL database connection file

user_management.php Admin panel to manage users

add_user.php,
edit_user.php, CRUD functions for users
delete_user.php

customers.php,
Customer management
add_customer.php, etc.

expenses.php,
Finance management
accounting.php, etc.

assets/css/style.css Styling for all pages

includes/sidebar.php Menu that appears on every page

1- user_management.php
 add_user.php
 edit_user.php
 delete_user.php

Header + Sidebar + Footer + CSS

 accounting.php
 add_asset.php

 add_candidate.php

 add_customer.php

 add_employee.php

 add_expense.php

 add_invoice.php

 add_job.php

 add_lead.php

 add_project.php

 add_task.php

 add_user.php

 candidates.php

 contracts.php

 customers.php

 expenses.php

 file_list.php

 file_upload.php

 filesharing.php

 forgot_password.php

 hr.php

 index.php

 leads.php

 login.php

 projects.php

 purchase.php

 recruitment.php

 sales.php
 subscriptions.php

 success.php

 tasks.php

 user_management.php

 edit_asset.php

 edit_candidate.php

 edit_customer.php

 edit_employee.php

 edit_expense.php

 edit_invoice.php

 edit_job.php

 edit_lead.php

 edit_project.php

 edit_task.php

 edit_user.php

 reset_password.php

 db.php

 logout.php

 delete_asset.php

 delete_candidate.php

 delete_customer.php

 delete_employee.php

 delete_expense.php

 delete_file.php

 delete_job.php

 delete_lead.php

 delete_project.php
 delete_task.php

 delete_user.php

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