WP-CRM

How can we improve the WP-CRM plugin?

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  1. integrating WP-CRM with WP-Property Agent module

    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
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Add fields from WP-Invoice (address, etc.)

      Currently, WP-CRM is not loading additional fields from WP-Invoice such as the user/company address.

      28 votes
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        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
        Completed  ·  Anton KorotkovAnton Korotkov responded

        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

      • offer additional data from usermeta table

        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
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          Completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Export filtered users to .csv

          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
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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