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UISP - CRM: Sandbox Mode

Overview

Readers will learn how to use the UISP CRM Sandbox Mode features. 

NOTES & REQUIREMENTS:
  • This article focuses on the CRM module that is included in the UISP application.
  • The Sandbox Mode page has been removed starting from the 1.0.0 version.
  • The CRM installation wizard will also no longer prompt you to enable Sandbox Mode.
  • Sandbox emails and payment gateways can still be manually enabled and a notification is displayed on the CRM Dashboard if either feature is enabled.

Table of Contents

  1. Sandbox E-mails and Payment Gateways
  2. Enabling and Disabling the Sandbox Mode
  3. Related Articles

Sandbox E-mails and Payment Gateways

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The UISP CRM Sandbox Mode options allow you to try out the CRM features without running the risk of sending out testing invoices or other data to clients.  The Sandbox Mode consists of two features:

  • E-mail Redirection All outgoing emails (invoices, notifications, etc) will be sent to a specified address instead of their original address.
  • Payment Gateway Testing All payment gateways such as Stripe or PayPal can be individually switched to testing mode.

The Sandbox Mode allows you to test CRM using real data, but all the emails will be sent to the redirected address. This allows users to really try out the complete experience, and even see what their clients would be looking at.

Enabling and Disabling the Sandbox Mode

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ATTENTION: The Sandbox Mode page has been removed starting from the 1.0.0 version. Sandbox emails and payment gateways can still be manually enabled and a notification is displayed on the CRM Dashboard if either feature is enabled.

Follow the steps below to enable the Sandbox Mode features:

GUI: Access the UISP Application Web Portal. 

1. For email redirection, navigate to the CRM > System > Settings > Mailer section.

2. Specify the email address that should be used for redirection:

Sandbox redirect address: <e-mail address> 

3. For payment gateway testing, navigate to the CRM > System > Organizations > Edit section.

4. Expand the options of the individual payment gateways, enable the Sandbox Mode option, and specify the authentication settings.

When you're ready to use UISP CRM in live production mode you can either manually remove/disable the options above. Reset your data in the System > Tools > Factory reset section.

NOTE: All data (clients, organization, system settings) provided to CRM will be erased if you choose to factory reset. Afterward, you will be presented with the setup wizard again.

Related Articles

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UISP - How to Upgrade from UCRM to UISP

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