Frequently Asked Questions

FAQ

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How do I setup Fat Free CRM in production mode?

Run the following from the command prompt:

$ RAILS_ENV=production && rake crm:setup

How do I run Fat Free CRM in production mode?

When using Mongrel web server launch it using the following command:

$ ruby script/server -e production

or for Rails 3.0+

$ rails server -e production

When running with Apache web server and Phusion Passenger (also know as mod_rails) set RailsEnv production in httpd.conf file. See Passenger User’s Guide for more details.

How do I change tab title, such as “Accounts” to “Affiliates”?

• Copy the :tabs hash from config/config.default.yml to config/config.yml
• Change the :text key to your desired string.

For example, to rename the accounts tab to “Affiliates”, you would change the following line:

  { :active: false, :text: :tab_accounts, :url: {:controller: "accounts" } },

to this:

  { :active: false, :text: "Affiliates", :url: {:controller: "accounts" } },

How do I successfully upgrade without losing all the data that I’ve created?

First off, make backup copy of your database:

$ mysqldump -u username -p -d fat_free_crm_production > fat_free_crm_production.sql

If you are upgrading from the Rails 2.x version of Fat Free CRM, you will need to upgrade
your database schema:

$ rake crm:upgrade:schema

Run migrations to bring database up to date:

$ rake db:migrate

Look at the default configuration file (config/config.default.yml) to see if you need to
copy and change any settings in config/config.yml.