Reply To: Customize CRM Life Stages

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#5672
Donovan
Participant

I am reposting this because my previous post is not visible — even though the recent topics and CRM forum topic index show that a post was made several minutes ago.

Thanks Shawon. We have confirmed that we can indeed edit life stages using the ‘erp_crm_life_stages’ filter; however, it looks like the default life stages are hard-coded in the CRM Dashboard.

We determined this by replacing “Subscriber” with “Repeat Customer” using the plugin code shown on the ERP Wiki (https://github.com/wp-erp/wp-erp/wiki/CRM-Filters#add-new-life-stage-plugin). We are now able to assign “Repeat Customer” instead of “Subscriber”; however, the CRM Dashboard now displays “Leads” where it used to display “Subscriber” — and does not display “Repeat Customer” as expected.

Please see screenshot here: https://www.dropbox.com/s/6y8wwl6p6reeqze/WP-ERP-CRM-Custom-Life-Stages.jpg

What must wee do to display custom life stages in the CRM Dashboard?

Thanks Shaown!

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