Integrate 3rd Party or In-House Reports with OrangeBI

Does your business use more than one reporting system? Why not save time by bringing all of your reports into one location?

With OrangeCRM Business Intelligence, you can conveniently access all 3rd party, in-house and OrangeCRM reports from one application. This platform has some great features including:

  • tile based UI that supports touch devices
  • multi-frame interactive reporting
  • support for any html based report system (including BIRT, PHP, PERL)
  • support for all Javascript based reporting (including jsreport, stimulsoft and Google Reporting API v4)
  • independent user access control
  • sifter based report search
  • end-user assigned keywords and categories for quick report retrieval
  • thumb nail display and pre-selection

Report integration is simple with our Report Profile form, which is where all of the necessary elements for security, parameter collection, and interactive display are entered.

For more information, please call our support team at (770) 227-0036 Ext 1.

New Feature: Set Transaction Quantity Limits at the Payment Type Level

OrangeCRM has a new feature that gives you the ability to specify individual max transaction counts per card type, giving you the option to manage transaction processing at a more granular level.

This may be helpful in cases where your merchant service provider charges a fee or penalty for exceeding a daily limit on the number of transactions processed for certain card brands.

To use this feature, go to the  Credit Cards tab in the Merchant Bank and enter the transaction count limit in the field named Batch Limit – Count for each card type.

These limits apply to each batch that is processed. If you have a daily max you do not wish to exceed and you process a particular Merchant Bank Batch Job more than once per day, you will need to divide the Batch Limit Count accordingly.

If the transaction count limit is met, any transactions left over will remain in queue until they are processed by a subsequent bank batch.

If you have any questions, please contact our customer support team at (770) 227-0036 Ext 1.

Q1 2017 OrangeCRM Enhancements

Aexxis LLC is pleased to announce the following enhancements and updates, now available in OrangeCRM:

  • The maximum number of transactions in a batch may now be specified per payment type.
  • A merchant bank can now be prevented from replacing the sticky route on a customer.
  • Merchant Bank BIN filters no longer apply to refunds.
  • OrangeCRM now supports the QualPay, VSafe (Vesta) and Inovio Pay merchant gateways.
  • Customer phone number is now sent to Optimal Payments XML gateway.
  • The max length of the Fulfillment Master Name is now forty (40) characters.
  • A new batch job named Purge Bins has been added to purge all BINs from the High Risk Customer Black List.
  • The following two new OrangeCRM API Actions have been added: CUST_CCQUERY and CUST_BLACKLIST.
  • The API action CUSTFLD_ADD now supports multi custom field adds via “!!” row separator.

For more details on the API actions mentioned above, please refer to the OrangeCRM API Specification PDF v3.81.

If you have any questions, please contact our technical support team at (770) 227-0036 Ext 1.

New & Improved Way to Manage Your OrangeCRM Account

We are pleased to announce the release of our new Client Portal, which enables you to efficiently manage your OrangeCRM account and quickly perform multiple account related tasks all in one place.

What is the OrangeCRM Client Portal?

The Client Portal is where authorized software users can go to manage their client account with us, the software provider. Within the Client Portal, actions such as the following can be performed:

  • submit and view service request tickets
  • make and view payments
  • add or remove software modules
  • access the OrangeCRM Help Guide, Blog and Live Chat.

Important Changes

  • Service request tickets will no longer be submitted at
  • You now have full control over who has access to our ticketing system rather than having to ask us to grant your users with ticket access.

How to Manage a User’s Level of Portal Access

The Client Portal offers tiered access levels, allowing you to control the level of access a user has based on their particular job function. By default, all OrangeCRM users will automatically have the minimum level of access to the Client Portal, which includes the Help Guide, Blog, and Live Chat. All other buttons will be grayed out and disabled unless a higher level of access is granted by a system admin.

To manage a user’s level of portal access, open the ACL User record in OrangeCRM and click the Client Portal Access button in the right panel.

A new window will pop-up where you can select the desired level of access. Select a Security Profile from the drop-down menu to view a description of
the level of access it will allow.

Once you have made your final Security Profile selection, click the Add Access button, which will auto-close the ACL User record.

To confirm Portal Access was successfully added, re-open the ACL User record and look at the big buttons in the right panel. You should now see the top button grayed out and the 2 middle buttons should now be orange.

Use the Update Portal Access button to edit the user’s level of access to the Client Portal.

Use the Remove Portal Access button to restore the minimum level of access, which includes the Help Guide, Blog, and Live Chat.

How Does a User Access the Client Portal?

To access the Client Portal from the classic user interface, go to the Home menu and click on Client Portal.

To access the Client Portal from the touch user interface, click on the red Client Portal button which can be found on the home page or in the Rubik’s Cube menu located in the upper left corner of any page.

For more information about how to use the Client Portal or manage user access, please click on the Help Guide button on the portal’s home page.

OrangeCRM Gets a New Look

We are pleased to announce an updated user interface for OrangeCRM version 6.0. This version comes with a number of interface changes, specifically targeted at touch devices. If you haven’t been upgraded to version 6 yet, you can expect it soon.

When you log into OrangeCRM, the classic interface that you’ve grown accustomed to will continue to appear by default. You will have the ability to toggle back and forth between the classic and touch interfaces as needed.

Each user is also able to set their own preferences by choosing which of the two interfaces they wish to set as their default.

How to Switch from Classic to Touch

In the classic interface, go to the Home menu and click on OrangeCRM Touch UI.

How to Switch from Touch to Classic

In the touch interface, click the Classic button located in the upper right corner of the home page.

How to Set Your Default Interface Preference

In the touch interface, click the Preferences button in the upper right corner of the home page.

Note: By default, all current users are set to the classic interface on login.

We will be updating and improving the touch interface as we move forward, so we encourage everyone to start using it.

Tax Compliance for the 2016 Holiday Season

The busiest time of the year for merchants has arrived, with peak retail days like Black Friday and Cyber Monday fast approaching.

What are the top four most common tax compliance challenges that can become particularly complex during the holiday season, and how can you ensure your business is prepared?

To find the answers, check out this whitepaper – complete with a Holiday Readiness Checklist – provided by sales tax management provider Avalara: Tax Compliance for the Holiday Season — 2016 Edition.


Effectively Monitor Transaction Processing in OrangeCRM

Regularly monitoring transaction processing is critical to the success of your business. While OrangeCRM automates transaction processing with its batch jobs, it is still necessary to review the results, so that you can identify any areas that may need attention.

To get a bird’s-eye view of each bank batch’s results, simply go to the Bank menu and click on one of the three Deposit options: Deposits by Date, Deposits by Bank or Deposits by Group.


Each of the three deposit options provides a list of transaction batches, along with a breakdown of the following key details for each batch: the number of transactions in error status, decline percentages for both sales and retried transactions, as well as the sale, refund, decline and net deposit dollar amounts.


Frequently analyzing the results of your daily bank batches will allow you to quickly identify any processing errors or negative trends that require action.

From the view pictured above, each batch can be opened to access its individual transactions. Shortcut links to the customer record are also provided with each transaction. This enables you to conveniently take any necessary actions on the transaction and/or customer record.


For additional instructions, please refer to the OrangeCRM Help Guide at

Speed Up Transaction Processing Times in OrangeCRM

OrangeCRM Batch Jobs are operations that are scheduled to run behind the scenes to accomplish a multitude of functions in an automated fashion.

Among the various types of Batch Jobs are Merchant Bank jobs, which batch together all qualifying transactions and sends them to the selected Gateway for processing. Merchants with a high number of banks and/or transactions may find that their batch jobs are taking too long to process.

A simple way to minimize transaction processing times is to schedule Merchant Bank jobs to run at night, when other CRM activity is very low. Additionally, you can free up your job queues during that time frame by using the Blackout Time feature to temporarily suspend any Batch Jobs that run frequently throughout the day, such as every hour or more often.

Blackout Time settings can be configured within the Advanced Scheduling tab of a Batch Job.


For further assistance with managing batch processing times, feel free to contact our support team at (770) 227-0036 Ext 1.


Searching for Customers in OrangeCRM

To get the best result when searching for a customer in OrangeCRM, try to avoid searching by the customer’s name. Spelling errors during the order entry process are common. Although you may have everything spelled correctly in your search, you might not find a match due to a misspelling on the customer record.

To increase your chances of finding a match, try searching for any of the following values instead of the customer’s name:

  • Customer GUID
  • Phone Number
  • Email Address
  • Street Address
  • Zip Code

For more basic and advanced search tips, please visit > OrangeCRM Help Guide > Searching in OrangeCRM.

Reduce the Risk of Fraudulent CSR Activity with OrangeCRM’s IP Address Whitelist

OrangeCRM provides many features that are designed to assist your business in risk management. An important area not to be overlooked is the need to protect against fraudulent activity from customer service reps.

One of the many ways OrangeCRM can help to significantly minimize such risk is by giving you the ability to control user access at the IP address level. This valuable feature allows you to block users from accessing OrangeCRM from unauthorized locations or devices, such as their home computer, cell phone or tablet.

Restricting user access to only approved work locations and devices is easy with OrangeCRM’s IP address whitelist. Simply open an ACL User record and go to the IP Address tab.

ACL User - IP Address Tab

Then enable the IP Whitelist and enter the public IP addresses the user is allowed to access from. Multiple IP addresses can be added to the whitelist individually and/or in a range.

ACL User - IP Whitelist

With the IP Whitelist enabled, user access will be denied when login attempts come from an IP address that is not on the whitelist.

For more useful suggestions and preventative measures that can help you reduce the risk of employee theft in OrangeCRM, see our previous post: Could Your Customer Service Reps be Placing Fraudulent Orders?

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