Currently, WP-CRM is not loading additional fields from WP-Invoice such as the user/company address.28 votes
To be able to load WP-Invoice user fields to CRM profiles create CRM user fields with the following slugs:
first_name => First Name
last_name => Last Name
company_name => Company Name
phonenumber => Phone Number
streetaddress => Street Address
city => City
state => State
zip => ZIP
country => Country
It would be really handy to be able to export users that are part of the current filter set. .CSV would be fine.3 votes
This is part of the core.
It would be handy to be able to pick one or more existing fileds from the Wordpress usermeta table (that may have been created by other plugins) and add them to WP-CRM - If using additional plugins such as WP-Member there is otherwise a danger of data replication (asking users to re-type the same information) just so it can be seen and used by more than one plugin.3 votes
Is it possible to integrating WP-CRM with WP-Property to make agents able to pick up inquiry that related with their assigned properties. In additional, set holiday setting for different agents.1 vote
That option already exist. You can check docs here – https://github.com/wp-crm/wp-crm/wiki/Integrating-WP-CRM-with-WP-Property
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Usability Dynamics, Inc.
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