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settings.default.yml
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settings.default.yml
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# 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 <http:https://www.gnu.org/licenses/>.
#------------------------------------------------------------------------------
# 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:https://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:https://www.domain.com => :base_url: "" # (leave blank)
# http:https://crm.domain.com => :base_url: "" # (leave blank)
# http:https://www.domain.com/crm => :base_url: "/crm" # (without trailing slash)
# http:https://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 rule above also applies to opportunities.)
# :address_aliases: # Optional: List any aliases that you also want to
# - [email protected] # ignore when scanning recipients
# :move_to_folder : "" # Optional: folder to move processed messages to.
# :move_invalid_to_folder : "" # Optional: folder to move invalid messages to.
# Settings for 'Reply via email' inbox (IMAP)
#------------------------------------------------------------------------------
:email_comment_replies:
:server : "" # IMAP server name.
:port : "" # IMAP server port number.
:ssl : "" # True for secure IMAP connection, false othewise.
:address : "" # Comment reply email address.
:user : "" # User to login to the IMAP server.
:password : "" # Password to login to the IMAP server.
:scan_folder : "" # Folder to scan for comment replies.
# :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