Configuration Editor

Configuration Editor helps you to set up your Help-desk name and email to send notifications from one single support channel. In addition, Configuration Editor gives you the flexibility to configure maximum file upload size, default module, maximum text length that can be viewed in list view and maximum number of records that can be viewed in list view of any module.

Configuring help desk details


It’s no wonder that every company has a dedicated Support team. You might have hundreds of employees working in support team. Customers might not like to get in touch with all of them. In such case, you can reach out your customers through one single support name and email. After the configuration, Trouble Ticket email traffic will be navigated through your Help-desk email. Simply CRM automatically sends emails when Ticket is Created, Comments are exchanged, and Status set as Closed.

Follow few simple steps to configure your Help-desk details

  1. Click gear icon Setting.png in the upper right
  2. Click CRM Settings
  3. Click ‘Other Settings’ drop-down in the left
  4. Click Configuration Editor. You can click on PinIcon.png pin icon next to it to add a shortcut to your settings home page
  5. Click Edit in the right to configure help-desk details
  6. Provide your helpdesk support email and name

ConfigurationEditorSupport.png

7. Maximum upload size is greatest possible file upload size supported in Simply CRM. The values should be 5 MB or less than it. This can come in handy while uploading your csv file for import. If you want us to increase your file upload size, send us your request to support@simplyhq.com

MaxUploadSize.png

8. Default Module is the module you’d like to view as soon as you sign into your Simply CRM account.

DefaultModule.png

9. Maximum text length in List View helps you to configure length of characters or integers of fields in the list view of any module

For instance, I’ve specified 28 as my maximum text length

MaximumTextLength.png

Opps! I am not able to view complete information by having 28 as text length.

ConfigEditorOpportunity.png

I’ve increases text length to 40. Now I am able to view complete information in the list view

TextLengthIncreasedCE.png

10. Maximum entries per page in List View is used to configure number of records to be viewed in list view of any module.

MaxEntriesCE.png

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Anonymous User #1

119 days ago
Score 0+-
what to do when you can’t see any option in configuration editor after a migration to 6.0.0?

Anonymous User #2

118 days ago
Score 0+-

Have the same prob!

Nevertheless, nice job! Thx a lot!

Anonymous User #3

113 days ago
Score 0+-

Same problem, migrated from 5.4 to 6.0.0 RC – nil issues with upgrade, looks good but have blank Configuration Editor Screen.

have… URL
/index.php?module=Vtiger&parent=Settings&view=ConfigEditorDetail&block=5&fieldid=31

but nothing happening. Have searched and others have the same issue. Some assistance would be great!

Anonymous User #4

97 days ago
Score 0+-
how i can change the language..?

Anonymous User #5

94 days ago
Score 0+-

Hello,
After migrating from v5.4 to v6., I have the same problem : blank Configuration Editor Screen.
Regards,

Daniel

Anonymous User #6

82 days ago
Score 0+-
yes, same here, Configuration Editor is blank. Did anyone resolve this somehow?

Anonymous User #7

78 days ago
Score 0+-
Same here, Configuration Editor is blank. Any idea how to resolve it?

Anonymous User #7

78 days ago
Score 0+-

The fix is:

UPDATE `simply_settings_field` SET `name`=’LBL_CONFIG_EDITOR’,`description`=’LBL_CONFIG_EDITOR_DESCRIPTION’, `linkto`=’index.php?module=Vtiger&parent=Settings&view=ConfigEditorDetail’ WHERE `fieldid`=’xxxxx’;

Change the fieldid to appropriate id and that will fix the configuration editor.

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