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Customization Guide

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PHPCRM edited this page Dec 1, 2025 · 1 revision

🛠 Customization Guide

PHPCRM is designed to be fully customizable.
Developers can modify UI, modules, database tables and business logic based on their requirements.

This guide explains how to customize PHPCRM safely and effectively.

🎨 1. UI / Front-End Customization

All interface files are located in: /app/views/

You can modify:

  • HTML layout
  • Bootstrap components
  • Colors / theme
  • Icons
  • Button styles
  • Dashboard design

🧠 2. Business Logic Customization

Application logic and controllers are stored in:

/app/controllers/

You can:

  • Edit existing module actions
  • Add new methods for custom workflows
  • Process form submissions
  • Build new API endpoints

🗃 3. Database Customization

Database structure is located in SQL file:

/database/phpcrm_install.sql

To add new fields or modules:

  1. Create new column(s) in the required table
  2. Update related model files in:

/app/models/

  1. Update views & controllers to support new fields

🔧 4. Adding a New Module

Example steps:

  1. Create new table in database (optional)
  2. Add model in /app/models/
  3. Add controller in /app/controllers/
  4. Add views in /app/views/
  5. Link module in menu from:

/app/views/layout/sidebar.php

Now new module will appear in CRM.

🔑 5. Rename / Rebrand CRM

You are free to rebrand CRM for your clients.

You can change:

  • Logo
  • Application name
  • Colors / theme
  • Footer text
  • Email templates

Branding files commonly located in:

/public/assets/

🌍 6. Multi-Language Support (Optional)

To enable additional languages:

  1. Duplicate the language folder
  2. Translate phrases
  3. Add language switch logic in UI (optional)

⚙ 7. Environment Settings

Edit configuration:

/app/config/

Commonly updated files:

  • database.php → database settings
  • constants.php → global values
  • .env (if added) → environment variables

🛡 8. Security Best Practices

Recommendation Benefit
Enable HTTPS Data encryption
Keep PHP updated Better security & speed
Strong passwords Prevent unauthorized access
Limit admin users Minimum access principle
Enable backups Data safety

✔ Summary

Area Customizable
UI / Theme ✔
Modules ✔
Database Fields ✔
Business Logic ✔
Branding ✔

If you want professional customization or managed setup, visit:
📩 https://www.phpcrm.com/contact/

Next →
📍 See FAQ for common questions and troubleshooting.

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