WP-CRM

How can we improve the WP-CRM plugin?

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  1. messages CSV export filtered by name (or the unique ID selected)

    When you export to csv, the messages are not in the csv... it may be a good idea to add this functionnality

    1 vote
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Polylang integration for multilingual support

      Add support for Polylang to WP-CRM to enable a multilingual Contact Form with localized custom fields.

      4 votes
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        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
      • Third Party Contact Form Integration

        Since it comes with CRM, it should open up to Third Party Contact Form Integration like CF7, Ninja, Gravity, Caldera Form, etc.

        Which mostly are free.

        1 vote
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Lookup field based on relation or sql query

          Create a type of field based on a query or relation between tables.
          For example a drop down that will list all users within a role or a dropdown based on a query that selects the name of all custom post types..

          1 vote
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          • Batch editing

            It would be great to have a page that allows user to batch edit and update some fields for a group of people.
            It also could be the "All people" page that allows some fields to be editable.
            For example, the Checkbox fields could be editable in the "All people" and an additionnal button would be used to update the changes.

            3 votes
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            • Reduce debug warnings

              Prease start using new constructors (__constructor) instead old PHP4 way. I have WP debug enabled and it's shows up in all pages. I simply change your old constructor methods to __construct.
              Example class_list_table.php:
              old: function WP_CMR_List_Table($args = '') {
              new: function __construct($args = '') {

              Similar thing occurs in wp-invoice too :)

              1 vote
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Image field for scanned documents

                An image upload field for send scanned documents or payment vouchers could be a good idea for companies CRMs

                1 vote
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • add user via "subscribe button" - just e-mail adress required

                  I would like to collect new user on different external site (not my own) just via simple SPTM form "subscribe".

                  1 vote
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • Dropdowns should have hint text, not a blank area

                    The form dropdown box shows a blank area, but no hint to tell the user to click the area to see the choices. You could devise a default hint for all dropdowns, such as "Click here for choices"

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Precede the message field with text saying "Your Message" (or a user entry

                      You don't highlight the actual message field well on the form, AND the user can confuse the description field, a text area, with the unnamed message field text area, and not bother putting anything in the message box. So NAME the message box with "Your Message" or a name the user chooses.

                      1 vote
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Attaching file to forms

                        Currently there's no way to create a form that let people attach a file. I have at least 2 forms for which I need this feature and it's worked great with Contact Form 7. I suggest adding this option to the form builder or a way to integrate with CF7 forms.

                        3 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Different customer "Types"

                          A way to set up different "types" of customers that track unique data. As an example, I need to track Venues and Musicians and I need to track different data on each group.It would be nice to designate a customer as a Venue and then see a different entry form that tracks Venue specific data.

                          4 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • roles

                            How can i add new roles?

                            7 votes
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                              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                            • Subfields on contact data

                              For Example,

                              A custom checkbox field of State that would then open up Cities once clicked so I can organize my clients by both active states and active cities

                              3 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Mobile

                                Assign leads to account executives with a single click

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Time picker

                                  You have a date picker but not time picker. I want to keep track of the preview appointment with the client. I pick the date but have to use a textbox for the time.

                                  1 vote
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                                  • Integration with MadMimi

                                    It's a very good emaling solution for smal companies and entrepeneurs, very easy to learn to manage, great usabilty.

                                    1 vote
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Minimum/Maximum Length For Single Line Text Fields

                                      It would be nice to be able to set a minimum/maximum length for the text fields. That, or for there to be a stand alone telephone field and an email field that checks for an @ symbol etc.

                                      1 vote
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                                      • Integration with Formidable Pro

                                        I see the Gravity Forms suggestion is popular, but in reviewing that plugin and Formidable Pro, the latter seems a better choice, even in the opinion of previous users of Gravity Forms.

                                        7 votes
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                                        • More intuitive, standard interface

                                          The other two main CRM plugins for WordPress have a better organizational concept that makes their navigation and use simpler. Following best practices and standards for the WP backend interface will also help.

                                          2 votes
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