Hello @GlennMUK

1 Query

By default, the currency selected during installation remains the active one. If you wish to add support for additional currencies, it would require customization.

2 Query

When you hover over the tax section, you'll see an edit option. From there, you can add or edit the tax, and it will automatically be included in the total.

Warm Regards

Hello @mego

You can publish KrayinCRM on EasyPanel by following these steps:

Prepare the project – clone the repo, install composer & npm dependencies, and build assets.

Configure .env – set database, app URL, and other environment variables.

Set permissions – link storage and give proper write permissions to storage and bootstrap/cache.

Run migrations – php artisan migrate --seed.

Deploy on EasyPanel – either via GitHub integration or Docker. Ensure the web root points to public/.

Run queues & scheduler – for background jobs and tasks.

With these steps, KrayinCRM should be successfully deployed on EasyPanel.

Note: For Further details you can check with the Easy Panel support team.

Warm Regards

Hello @United_MFO

Kindly find the detailed devdocs. This will help you to resolve your query regarding migration.

https://devdocs.krayincrm.com/2.1/packages/create-migrations.html#using-laravel-artisan-command

Regards

Hello @Tanveer

Can you please let us know with the help of image exactly where you want to add a iframe tag with the help of some image

This will help us to guide you with the file path.

Regards

Hello @Abdulhaleem

Can you provide us with the File you are using?

Also Let us know the Krayin Version which you are using at the moment

Regards

Hello @Jayesh-MAli

Can you please let us know your Krayin Cersion which you are using.

This will help us to resolve your query.

Regards

Hello @gusfmarra

Did you setup the Imap Settings for the incoming in Inbox Section ?

Video Link: https://www.youtube.com/watch?v=U87Z7xCQzCg&t=5s

Regards

Hello @sidiclei

Yes, correct you are following the correct approch.

Let us know if you face any issues further.

Regards

Hello @Segaf

You can verify this by adding the following code snippet inside the dashboard.php file:

$items = $this->personRepository
->resetModel()
->leftJoin('leads', 'persons.id', '=', 'leads.person_id')
->select('*', 'persons.id as id')
->addSelect(DB::raw('SUM('.$tablePrefix.'leads.lead_value) as revenue'))
->whereBetween('leads.closed_at', [$this->startDate, $this->endDate])
->having(DB::raw('SUM('.$tablePrefix.'leads.lead_value)'), '>', 0)
->groupBy('person_id')
->orderBy('revenue', 'DESC')
->limit($limit);

if ($userIds = bouncer()->getAuthorizedUserIds()) {
$items->whereIn('leads.user_id', $userIds);
}

$items = $items->get();

This will help you to resolve your query. In case of any issue do let us know.

NOTE : There is no Role based data available in krayin crm also we have group visibility in Krayin

Warm Regards

Hello @Filip-Studio

Did you follow all the steps which is mentioned in the Youtube video or you can also check the detailed blog.

https://www.youtube.com/watch?v=U87Z7xCQzCg

https://krayincrm.com/how-to-configure-imap-settings-in-krayin-crm/

Warm Regards

@GlennMUK said in Uploaded Files - cannot view when downloading:

Hello
I have started using my Krayin version 2.1.2.
When I upload a file to a lead (example word document or PDF, the file appears to attach fine.
However, when I go back to look at the file later, the file downloads (as a random file name such as: 0aoY2cuIM41JB1lUf35pxi9GmAMiGUQvEooFdf0q).
When I try to view/read this file, I cannot.
When I try to open a PDF file in my browser, it says:
We can't open this file
Something went wrong.
When I try to open a word document, it says:
Word found unreadable content in "filename". Do you want to recover the contents of this document? If you trust the source of this document, click Yes.
When I click on Yes, it says this:
*Word experienced an error trying to open the file. Try these suggestions.
*Check the file permissions for the document or drive.
*Make sure there is sufficient free memory and disk space.
Open the file with the Text Recovery converter.
Has anyone experienced a similar problem? Is there a known way to resolve this?
Thanks
Glenn

Hi Glenn,

Yes, this is a known issue and usually happens due to incorrect file storage or MIME type handling in Krayin 2.1.2. The files upload correctly, but when downloaded they lose their original filename and headers, so Word/PDF apps can’t recognize them.

Check that:

Your storage directory permissions are correct

The files are being served with proper headers (especially Content-Type and Content-Disposition)

The filesystem driver (local/S3) is configured correctly in .env

Many users have fixed this by clearing cache and reconfiguring storage or updating to a newer patch if available.