How to Properly Customize the Bitrix24 Template, and what are the consequences?
The well-known Bitrix24 CRM system has swept the market and put the competitive pressure on many competitors due to its versatility, scalability, and applicability. Today, we are going to talk about the self-hosted version of the program. Let’s see how the system looks from the inside:
As you can see, everything is located conveniently; there is nothing superfluous... BUT not all customers are satisfied with this design and layout. If a service has special exigency, things can be done at a customer’s whim. In this case, a task is set before the Bitrix24 partner to change the standard CRM template to the desired type. Let’s consider the pros and cons of this operation.
Customization options
There are two ways to customize the bitrix24 template:
1) Customize the template directly in /bitrix/templates/bitrix24
2) Copy the template to the /local/templates/ folder and customize it there
Now you should wipe the first option from your memory forever because it is incorrect and can do a lot of harm to a first-time developer! When the Bitrix24 system is updated, the bitrix24 template will update automatically, overwriting all the changes made to new ones. As a result, after the update, we will end up with the standard original design.
In the second case, the customizations will not be affected by updates, since we relocated our template in the /local/ folder. Now, you can use this option to safely change everything you need, without risking losing it all.
What was it like before?
Earlier, when the bitrix24 template was copied, various system bugs would follow immediately. We can compare how it was and should have been:
1) CRM
The menu is duplicated in the CRM block
How it was:
How it should have been:
Icons disappear
How it was:
How it should have been:
3) Groups
The menu is duplicated, incorrect layout, and lack of projects in groups
How it was:
How it should have been:
4) Tasks
The menu is duplicated in tasks
How it was:
How it should have been:
5) Live feed
The “dead” “live feed,” no pun intended
How it was:
How it should have been:
6) Calendar
The filter in the calendar
How it was:
How it should have been:
The results
Over the years of its existence and diligent work, the Bitrix Company has fixed many bugs in the product. Now, you can safely change the template as you like.
But I take full responsibility not to recommend changing the template when you don’t really need to or otherwise you should entrust this task to professionals. Bitrix24 is dynamically developing, and every new update contains many goodies that make the system more and more perfect.
If the bitrix24 template has already undergone customization (or if it was badly customized), it is very likely to work incorrectly and not to read official updates. In this case, we recommend that you contact the specialists. The Avivi Company has a rich experience in developing and solving template problems. We will be happy to consider the bugs of your template.
Why is most of the Bitrix24 documentation in Russian? Why is the product often represented by people with Slavic names? How to get the profound technical clarification without any knowledge of Cyrillic? Our company can help you with the latter, and when it comes to everything else — read this article.
Updates of Bitrix24 are always eagerly awaited: for users it is a hope to get new effective tools. But for such experienced integrators as our employees, this is also a significant fear for the client's software. After all, updates are not always beneficial, and you need to be prepared for this and enlist the support of professionals. In the continuation, we will talk about the dangers.
This is saga about why your IT guy won’t handle Bitrix24 installation on his own or why you need a Bitrix24 partner.
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