Two-spot Manual


Table of Contents

1. Introduction
Welcome
License
Features
System requirements
2. General usage
Audit Trail
Connected
Notes
Field types
Text fields
Radio buttons
Checkboxes
Dropdowns
Date and time fields
Inline edit forms
Linked related information
3. Customers
Finding and creating new customer records
Editing a customer record
Customer information view
Related customer information
Roles and relationships
4. Orders and Invoices
Adding a new order
Editing an order
Invoicing and crediting.
5. Employees / Users
Adding a user
6. Calendar
Calendar setup
Calendar views
Monthly
Weekly
Daily
The Activity form
Date entry examples
7. Documents
8. Administration and upkeep
Administration - Database
Upgrade DB structure
Merge duplicate customers
9. Program overview
The program
PHP code
Java script code
External software used
The database
10. Adaption
General layout of source
Program flow
Modifying forms
Adding new forms
Writing a Wizards
Form file syntax
Wizard file syntax
Modifying behaviour
menu.xml - adding new menu items
Menu JSON format
Useful functions
metadata.php
2lib/selecthelp.php
2lib/template.php
share/updatehelp.php
share/deletehelp.php
share/formhelp.php
share/fieldhandlersclass.php
share/graphlib.php
Other possible adaptations
validateclass... And postprocessclass...
heartbeat_ and info_
General idea of adaptability
tables.struct
tablename.frm
<querytemplate>
<list>
<when>
<field>
<form>
<llist>
wizard.xml
<row>
11. Template system
Simple Substitution
Advanced substitution
Substitution commands
Options
12. Expressions
Variables
Comparisons
Boolean
Functions
Math and combinations
13. Email and PDF template
Base template
Email template
PDF template
14. Installation
Putting the files in place
Apache configuration
Orbited and TwoSpot backend server.
Running the installation script
Configuration files
local/conndb.inc.php
local/settingsGlobal.php
Setting up the database
Checking the installation
Troubleshooting
15. Configuration
General configuration
Employees and access
Calendar information
Customer and role configuration
Legal Entity
Sales tax rules
Products
Heartbeats
Timers
Misc other
Customer class
Customer type
Eaddress types
Addess types
Countries
User roles.
Departments
Timezones
Currency
Translations
Translate fields
Translate languages
Refresh translations
A. MySQL Backup and Replication
Database backups
Setting up replication
Repairing or starting a new replication node
B. GNU Free Documentation License

List of Examples

6.1. Sample dates
10.1. templateRow example
10.2. templateQuery example
11.1. Customer template example
14.1. Virtual host example