# Fat Free CRM # Copyright (C) 2008-2011 by Michael Dvorkin # # This program is free software: you can redistribute it and/or modify # it under the terms of the GNU Affero General Public License as published by # the Free Software Foundation, either version 3 of the License, or # (at your option) any later version. # # This program is distributed in the hope that it will be useful, # but WITHOUT ANY WARRANTY; without even the implied warranty of # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the # GNU Affero General Public License for more details. # # You should have received a copy of the GNU Affero General Public License # along with this program. If not, see . #------------------------------------------------------------------------------ # Fat Free CRM settings are stored in three places, and are loaded in the following order: # # 1) config/settings.default.yml # 2) config/settings.yml (if exists) # 3) 'settings' table in database (if exists) # # Any settings in `config/settings.yml` will override those in # `config/settings.default.yml`, and settings in the database table have the highest priority. # # This settings arrangement offers a lot of flexibility: # # * Developers can add new settings to the application with default values, # without requiring the user to manually update setting files or run tasks. # * No manual configuration is required to start the application after installation # * IT administrators can change the default configuration by adding 'settings.yml' # to their git repo, or by running SQL that updates the 'settings' table in the database. # * Admin users can change settings via the admin interface, without needing to edit YAML files. # # PLEASE DO NOT EDIT THE SETTINGS IN THIS FILE. # COPY THE SETTINGS THAT YOU WANT TO OVERRIDE INTO `config/settings.yml` # #------------------------------------------------------------------------------ # Host #------------------------------------------------------------------------------ # Host for URLs when action mailer generates emails. # # When sending email, you will need to set the host name so that the mailer can # generate urls inside emails that point back to your site. Unlike controllers # from Action Pack, the mailer instance doesn’t have any context about the # incoming request, so you’ll need to provide all of the details needed to # generate a URL. # # :host: "http://www.example.com" # :host: "" # Base URL #------------------------------------------------------------------------------ # Leave base_url blank if Fat Free CRM has been deployed in root URL, otherwise # specify subdirectory. For example, when deployed to: # # http://www.domain.com => :base_url: "" # (leave blank) # http://crm.domain.com => :base_url: "" # (leave blank) # http://www.domain.com/crm => :base_url: "/crm" # (without trailing slash) # http://www.domain.com/a/crm => :base_url: "/a/crm" # (without trailing slash) # :base_url: "" # Locale #------------------------------------------------------------------------------ # Default locale is American English. # :locale: "en-US" # Settings for outgoing email (SMTP) # - Default configuration is for GMail #------------------------------------------------------------------------------ :smtp: :address : "smtp.gmail.com" :enable_starttls_auto : true :port : 587 :authentication : :plain :user_name : "" :password : "" # Settings for the Email dropbox (IMAP) # - Connection settings for the IMAP account, server and folders. #------------------------------------------------------------------------------ :email_dropbox: :server : "" # IMAP server name. :port : "" # IMAP server port number. :ssl : "" # True for secure IMAP connection, false othewise. :address : "" # Dropbox email address. :user : "" # User to login to the IMAP server. :password : "" # Password to login to the IMAP server. :scan_folder : "" # Folder to scan for dropbox messages. :attach_to_account : "" # Attach emails to contact's account, if any. The same rule applies to opportunities. # :move_to_folder : "" # Optional: folder to move processed messages to. # :move_invalid_to_folder : "" # Optional: folder to move invalid messages to. # Individual locales per user #------------------------------------------------------------------------------ # To enable language selection in User/Profile set the following option to true. # By default, individual users can't pick their own locale and are presented # with the default locale. # :per_user_locale: false # Default records permissions #------------------------------------------------------------------------------ # Set the defaults permission for new records. Possible values are: # Private -- private access, only for the creator of the record. # Public -- public access, share with everyone. This is the default. # Shared -- shared with selected accounts, should be selected by the user. # :default_access: "Public" # User Signup #------------------------------------------------------------------------------ # The following setting controls user signup. Possible values are: # :allowed -- users can sign up and use the system once they have registered. # :not_allowed -- users can only be added by system administrator. This is the default. # :needs_approval -- users can sign up but must be approved before they can use the system. # :user_signup: :not_allowed # Address format #------------------------------------------------------------------------------ # Sets the address format for Accounts, Contacts, and Leads. # true -- use separate street1, street2, city, state, zipcode, and country field. (default) # false -- use single text area field to enter the entire address. # :compound_address: true # Dropdown calendar format #------------------------------------------------------------------------------ # The following setting controls whether to show time in dropdown calendar # when scheduling a task for specific date. # true -- allow selecting date and time. (default) # false -- allow selecting date only. # :task_calendar_with_time: true # Require last name on Leads and Contacts #------------------------------------------------------------------------------ # If this validation is disabled, records will only require a first name. # :require_last_names: true # Beta features #------------------------------------------------------------------------------ # These are features that need to be in the master branch due to extensive codebase changes, # but are disabled by default until ready for general use. # - Ransack advanced search :advanced_search_enabled: false # - PaperTrail history UI :paper_trail_ui_enabled: false # Background information #------------------------------------------------------------------------------ # Specify model names that should have background information displayed. # This field can be used when importing records from legacy databases, # to display the 'background' of where they came from. # # Select any combination from the following list. # # :background_info: # - :account # - :campaign # - :contact # - :lead # - :opportunity # - :task # # By default, no background information is shown. # :background_info: [] # Main and Admin Tabs #------------------------------------------------------------------------------ :tabs: [ { :active : true, :text : :tab_dashboard, :url : { :controller : "home" } }, { :active : false, :text : :tab_tasks, :url : { :controller : "tasks" } }, { :active : false, :text : :tab_campaigns, :url : { :controller : "campaigns" } }, { :active : false, :text : :tab_leads, :url : { :controller : "leads" } }, { :active : false, :text : :tab_accounts, :url : { :controller : "accounts" } }, { :active : false, :text : :tab_contacts, :url : { :controller : "contacts" } }, { :active : false, :text : :tab_opportunities, :url : { :controller : "opportunities" } } ] :admin_tabs: [ { :active : true, :text : :admin_tab_users, :url : { :controller : "admin/users" } }, { :active : false, :text : :admin_tab_fields, :url : { :controller : "admin/fields" } }, { :active : false, :text : :admin_tab_tags, :url : { :controller : "admin/tags" } }, { :active : false, :text : :admin_tab_settings, :url : { :controller : "admin/settings" } }, { :active : false, :text : :admin_tab_plugins, :url : { :controller : "admin/plugins" } } ] # Account Category. To add custom account type use string value, for example: # # account_category: # - "Custom" # #------------------------------------------------------------------------------ account_category: - :affiliate - :competitor - :customer - :partner - :reseller - :vendor account_category_color: :affiliate : lavender :competitor : paleturquoise :customer : pink :partner : bisque :reseller : thistle :vendor : skyblue # Campaign Status. To add custom status use string value, for example: # # campaign_status: # - "Custom" # #------------------------------------------------------------------------------ campaign_status: - :planned - :started - :completed - :on_hold - :called_off campaign_status_color: :planned : Gold :started : Turquoise :completed : Lime :on_hold : Orchid :called_off : OrangeRed # Lead Status and Source. #------------------------------------------------------------------------------ lead_status: - :new - :contacted - :converted - :rejected lead_status_color: :new : Silver :contacted : Turquoise :converted : Lime :rejected : OrangeRed lead_source: - :campaign - :cold_call - :conference - :online - :referral - :self - :web - :word_of_mouth - :other # Opportunity Stage. #------------------------------------------------------------------------------ opportunity_stage: - :prospecting - :analysis - :presentation - :proposal - :negotiation - :final_review - :won - :lost opportunity_stage_color: :prospecting : Silver :analysis : PaleGoldenRod :presentation : Salmon :proposal : Gold :negotiation : Orchid :final_review : Turquoise :won : Lime :lost : OrangeRed # Task Category, Due Date, and Completed Date. #------------------------------------------------------------------------------ task_category: - :call - :email - :follow_up - :lunch - :meeting - :money - :presentation - :trip task_category_color: :call : Silver :email : Turquoise :follow_up : Gold :lunch : Tomato :meeting : Orchid :money : Lime :presentation : Salmon :trip : Turquoise task_bucket: - :overdue - :due_asap - :due_today - :due_tomorrow - :due_this_week - :due_next_week - :due_later task_completed: - :completed_today - :completed_yesterday - :completed_last_week - :completed_this_month - :completed_last_month