Skip to content
Merged
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Original file line number Diff line number Diff line change
@@ -1,29 +1,44 @@
---
title: Download YetiForce
description: Where to download YetiForce?
description: Where to download YetiForce? Here are the official download links.
keywords:
- download
- find
- YetiForce
- download YetiForce
- free open source CRM
- YetiForce download
- YetiForce installation files
- download source
tags:
- download
---

Here you can find links to download the latest stable version of the system.

## Where can I find YetiForce?
## Where to safely download the YetiForce system?

- ### [Download the stable version from the YetiForce server](https://api.yetiforce.eu/download/crm/doc/7.1.2-complete)
- ### [Softaculous](https://www.softaculous.com/apps/erp/YetiForce)
YetiForce is an advanced system that offers more features and capabilities than traditional CRMs. Below you'll find links to **trusted and secure sources** for downloading the latest stable version.

## YetiForce requirements
### 📦 Download the stable version from the YetiForce server

:::important
[Download the stable version from the YetiForce server](https://api.yetiforce.eu/download/crm/doc/7.1.2-complete) – recommended, direct link to the latest _complete_ version.

### 🛠️ Installation via Softaculous

If your hosting supports Softaculous, you can use automation: [Softaculous – YetiForce](https://www.softaculous.com/apps/erp/YetiForce)

Read the server requirements and assess whether your server meets them and is ready to start the installation process before you download the system.
## 🔧 Before downloading – check system requirements

:::important
Before downloading and installing, **be sure to review the system requirements**. This will help avoid installation issues and ensure smooth system operation.
:::

Full list of requirements: [YetiForce requirements](/introduction/requirements).

Step by step installation manual: [YetiForce installation guide](/introduction/installation-manual).
## 📚 What's next? Step-by-step installation guide

After downloading the files, follow the official guide: [YetiForce System Installation Guide](/introduction/installation-manual)

## ❓ FAQ

- **Can I download YetiForce for free?** Yes.
- **Which system version should I choose?** Always choose the latest, most recently released version.
- **Where to find help?** Check out the [YetiForce community](https://github.com/YetiForceCompany/YetiForce/discussions) or [report an issue](https://github.com/YetiForceCompany/YetiForce/issues).
Original file line number Diff line number Diff line change
@@ -1,12 +1,13 @@
---
title: YetiForce installation
description: How to install YetiForce
description: The complete YetiForce installation guide. Learn how to configure your server and run the YetiForce installation wizard.
keywords:
- wizard
- installation
- installation wizard
- CRM installation
- YetiForce configuration
- manual
- YetiForce
- how to install
- how to install CRM on a server
tags:
- installation
preview: install-1.png
Expand Down
Original file line number Diff line number Diff line change
@@ -1,27 +1,52 @@
---
title: Test version
description: YetiForce and YetiForce Portal public test versions
tags:
- demo
- Test versions
title: Test YetiForce
description: Test the full functionality of the YetiForce system and Customer Portal in the public demo version. No login required, no strings attached.
keywords:
- test YetiForce
- test version
- YetiForce demo
- demo CRM
- YetiForce demo
- free test CRM version
- customer Portal demo
tags:
- demo
- test version
- test
---

## YetiForce demo
## 🧪 Public demo of the YetiForce system

YetiForce provides a **complete and fully functioning demo** of the system that you can test without any obligations. This is a great way to familiarize yourself with the interface and features before installation.

### 🌐 Demo address

**YetiForce demo:** <a href="https://demo.yetiforce.com" target="_blank">demo.yetiforce.com</a>

### 🔑 Demo credentials

Use one of the following accounts to log in:

- **Admin level permissions**
- Login: `admin`
- Password: `admin`
- **User level permissions (basic)**
- Login: `demo`
- Password: `demo`

### ⚠️ Technical Info

That is the most recent development version of the system that includes all the latest fixes. Due to that, it's also likely to include some bugs and errors.
- **Data Status:** The Demo is **refreshed daily** at: 7:00 AM, 12:00 PM, 3:00 PM, 10:00 PM CET. Any changes you make will be lost after the refresh.
- **Version:** This is the most recent development version of the system that includes all the latest fixes. Due to that, it's also likely to include some bugs and errors.

Address: <a href="https://demo.yetiforce.com" target="_blank">https://demo.yetiforce.com</a>
## ❓ FAQ

- Admin permissions
- **What's the difference between a demo and a production version?** The demo runs on a shared server and is periodically reset. You install the production version on your own server with full control over your data.
- **Can I configure the demo my way?** Yes, but the changes will be removed on the next refresh.
- **Where can I download the system to install on my own?** Go to the [Download YetiForce](/introduction/download) page.

- Login: admin
- Password: admin
## 🚀 Proceed with advanced tests

- User permissions (basic)
- Login: demo
- Password: demo
After the demo review, you can run YetiForce on your own server or use the [Cloud](https://yetiforce.com/en/marketplace/cloud.html) offer to test the system in conditions better suited to your needs, in a secure environment.

Application resets at: ~7, ~12, ~15, ~22 CET
**[Download YetiForce](/introduction/download) | [Installation Manual](/introduction/installation-manual) | [Discover YetiForce Cloud](https://yetiforce.com/en/marketplace/cloud.html)**
Original file line number Diff line number Diff line change
@@ -1,19 +1,19 @@
---
title: Introduction
description: YetiForce is open source software used to manage customer relationships and support business processes that take place in all companies.
description: Meet YetiForce - the most advanced open source CRM system for managing business processes in your company.
keywords:
- introduction
- starts
- guide
- YetiForce
- CRM open source
- free CRM
- YetiForce introduction
- company management system
tags:
- Introduction
hide_table_of_contents: true
---

![Awards](/img/awards.jpg)

## About us
## About YetiForce

YetiForce is open source software used to manage customer relationships and support business processes that take place in all companies.

Expand Down
Original file line number Diff line number Diff line change
@@ -0,0 +1,19 @@
---
title: Record actions
description: Basic actions/operations available for records
keywords:
- actions
- operations
- YetiForce
tags:
- Actions
- Operations
---

## Delete record from system

This option allows you to **permanently and irreversibly delete a record** from the database. Once selected, the record is immediately deleted and cannot be recovered. Note that this operation **retains the elements related to the record** and **the change history entries**, but the record itself ceases to exist in the system.

## Move to trash

The "Move to Recycle Bin" option allows you to **logically delete a record** (also known as Soft Delete). The record isn't physically removed from the database, but merely **changes its status to "In Recycle Bin"**. This means that the data still exists in the system and can be viewed, but is **ignored by the application** and cannot be used in ongoing operations. This is useful when you want to temporarily disable a record while still retaining the option to **restore it in the future**.
Original file line number Diff line number Diff line change
Expand Up @@ -19,14 +19,14 @@ import ReactPlayer from 'react-player';
<Tabs groupId="XlIXiQpC9ug">
<TabItem value="youtube-XlIXiQpC9ug" label="🎬 YouTube">
<ReactPlayer
url="https://www.youtube.com/watch?v=XlIXiQpC9ug"
src="https://www.youtube.com/watch?v=XlIXiQpC9ug"
width="100%"
height="500px"
controls={true}
/>
</TabItem>
<TabItem value="yetiforce-XlIXiQpC9ug" label="🎥 YetiForce TV">
<ReactPlayer url="https://public.yetiforce.com/tutorials/record-collector.mp4" width="100%" height="500px" controls={true} />
<ReactPlayer src="https://public.yetiforce.com/tutorials/record-collector.mp4" width="100%" height="500px" controls={true} />
</TabItem>
</Tabs>

Expand Down
Original file line number Diff line number Diff line change
@@ -1,12 +1,15 @@
---
title: Video tutorials
title: Video tutorials for users
description: Watch practical video tutorials that show you step-by-step how to use key features of YetiForce.
keywords:
- videos
- tutorials
- YetiForce tutorials
- video tutorials
- how to use YetiForce
- CRM video trainings
- user guides
tags:
- videos
- tutorials
description: A collection of video tutorials that present the user part of the YetiForce system
---

## Change password
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -4,11 +4,11 @@ description: Descriptions of modules and functionalities in the YetiForce user p
keywords:
- user
- module
- poradnik
- guide
- YetiForce
tags:
- user
- poradnik
- guide
hide_table_of_contents: true
---

Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -4,13 +4,13 @@ description: Redirecting WWW application to another domain
keywords:
- YetiForce
- redirect
- domena
- domain
- Cloud
- DNS
- CNAME
tags:
- redirect
- domena
- domain
- Cloud
---

Expand Down
Original file line number Diff line number Diff line change
@@ -1,12 +1,17 @@
---
title: Video tutorials
description: A collection of video tutorials that present the administrative part of the YetiForce system
title: Video tutorials for administrators
description: A collection of instructional videos for YetiForce system administrators. Covers updates, migrations, security configuration, and advanced tools.
keywords:
- videos
- tutorials
- tutoriale administratora YetiForce
- aktualizacja YetiForce
- system migration
- security configuration
- server management
tags:
- videos
- tutorials
- administrator
- advanced
---

## System update
Expand Down
Original file line number Diff line number Diff line change
@@ -1,10 +1,40 @@
---
title: Users
description: Users
description: This module allows you to manage users (standard and administrative) in the YetiForce system. This allows you to decide who has access and at what level.
keywords:
- Users
- Settings
- YetiForce
tags:
- Users
preview: user_list.jpg
---

The Users module allows you to manage all system users—both standard and administrative. This allows you to precisely define who has access to the system and what permissions they have.

## User List

![user_list.jpg][user_list.jpg]

The following tools are available in the user list:

1. **Mass Edit** – allows you to make changes for multiple users at once.
2. **Mass Password Reset** – Useful when you need to change passwords for multiple users at once.
3. **Import i eksport użytkowników** – pozwala łatwo przenosić użytkowników między różnymi systemami.
4. **Adding User** – allows you to manually add a new user to the system.

## Create a user

![user_add.jpg][user_add.jpg]

When adding a user, please complete all required fields (marked with an asterisk) and configure information such as currency, time zone, number formatting, and language.

The most important field in terms of permissions is the `Role` which defines the scope of access to data in the system. We recommend not using the `administrator` account on a daily basis – administrative permissions should be used solely for system management.

The system has a mechanism that forces periodic password changes and supports two-factor authentication (2FA).

## Import users

![user_import.jpg][user_import.jpg]

The system allows you to import users. Please note that the format of the imported data must match the format of the data exported from the system.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Original file line number Diff line number Diff line change
@@ -1,20 +1,68 @@
---
title: Roles - Company's organizational structure
description: In the system, there is a built-in Roles module that allows for mapping the company's organizational structure.
title: Roles
description: The built-in roles module allows you to map your company's organizational structure in the YetiForce system.
keywords:
- company
- organizational
- structure
- organizational structure
- roles
- Settings
- settings
- YetiForce
tags:
- roles
- structure
preview: role-1.jpg
---

In the system, there is a built-in Roles module that allows for mapping the company's organizational structure. The mechanism can reflect even the most complex structure. In order to configure this module, you need to go to "Software configuration" and select "Permissions" and "Roles".
The YetiForce system features a Roles module that allows you to map your company's organizational structure—even a very complex one. To configure roles, go to "System Configuration" → "Permissions" → "Roles."

A sample structure might look like this: at the top is the CEO, below them is a director, then several managers, and below each of them are employees. The system has no limits on the number of levels in the structure.

To begin with, we will use an example of an organization that has a CEO at the top and a director lower in the hierarchy, then three managers with one employee each. This a simple example of a structure, but in YetiForce there are no limitations as to the number of levels you may add.
## Role tree

![role-1.jpg](role-1.jpg)

The `Roles` module links users to profiles where they inherit permissions to modules, tools and actions.

## Create a role

![role-add.jpg](role-add.jpg)

When creating a role, you can precisely define permissions for users assigned to that role. Key features include:

1. Define who can own a record (globally for the entire system).
2. Define who can share a record (globally).
3. Assign to one or more profiles (permissions add up together).
4. Block the change of record owner (then a newly created record will always have an owner from this role assigned, without the possibility of changing it).

For the permissions from points 1 and 2, you can choose one of the following mechanisms:

- Only me - the currently logged in user
- Users with a subordinate role
- Users who have a subordinate role or the same role as me
- All Users
- From the record assignment panel

Depending on the option selected, a corresponding list of users or groups will be available for assignment when creating a record. The latter option allows for free configuration in an independent panel.

Additionally, you can set parameters for permission inheritance in a role:

1. Share a list of records related to the record we have access to?
2. Show preview of related records?
3. On what basis permissions should be granted to related records:
- Assigned to
- Share with
- Record access
- Access exceptions

These settings allow you to access related data according to the hierarchy – for example, if you have access to a Customer, you can access their documents, comments, or invoices, even if you do not have direct permissions to them.

You can also enable the option to edit related records that you are not the owner of - the system will allow editing if the permissions result from the relation to another record.

The role can also specify the level of access to the search engine and the data that can be searched, e.g.:

- Modules searchable without permissions
- Advanced search

It is also possible to disable viewing other users' calendars (from the graphical interface).

The "Automatic record assignment" option allows you to automatically distribute records in the system, which is especially useful when there are large quantities of leads or sales opportunities.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Loading