openCRX Documentation

openCRX is a professional CRM service (customer relationship management) deployable to all major platforms. openCRX is multi-entity enabled, scalable, a real enterprise-class CRM-solution that runs on Apache TomEE.

On this wiki you find the latest information about openCRX. You are welcome to add your requests, comments and contributions.

For more information go to the openCRX web site.

I. Installation and Administration

1. New features and changes
2. openCRX Server Installation
3. Install on Docker
4. Upgrade Guide
5. Database Management Guide
6. Managing Security
7. Managing Users
8. Configuring the Groupware Services
9. Configuring the Automated Workflows
10. Configuring the E-Mail services
11. Miscellaneous Topics

II. Development

1. openCRX SDK: Build from Source
2. How to create custom projects
3. Introduction to the openCRX UML model
4. How to use the REST servlet
5. How to write an openCRX Polymer client
6. How to write a remote openCRX Java client
7. How to write a native openCRX Java client
8. How to write a remote openCRX Android client
9. Workflow Engine Integration
10. How to extend the standard GUI using PortalExtension

III. User

1. openCRX GUI - Getting Started
2. Managing User Settings
3. How to use the Subscribe / Notify Services
4. How to use the Data Import / Export Functions
5. Activity Management
6. Reporting

IV. Customizing

1. Basic UI Customization
2. Customizing Guide
3. Localization Guide

V. Reference

1. openCRX/Core UML Class Diagrams
2. openMDX/Core UML Class Diagrams
3. openMDX/Portal UML Class Diagrams