CyberLoft

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Viewing 6 posts - 1 through 6 (of 6 total)
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  • CyberLoft
    Participant

    Yes, we are anxiously awaiting this. I was wondering why you would need to “separate” the CRM and Accounting database with regard to “Customer Information”.

    When a CRM Contact is changed to “Customer” the CRM Customer Information fields in their existing table could simply become accessible TO THE Accounting Module instead of using a separate table. I would not have a problem with making it mandatory that all customer information edits be done via the CRM, in fact that makes more sense so you don’t have a new address in the customer’s Accounting Module table and an old address in the CRM.

    It’s like displaying a form with fields from multiple data sources instead of creating separate data sources full of duplicate information. This would simplify the modifications necessary to make this happen. Keep it simple I always say. displaying fields in ANY AREA of WordPress is merely a database “CALL”. Currently, if I am correct, you guys are populating two entirely separate tables for CRM and Accounting, when customer information should be stored in ONE TABLE yet accessible by all modules. This way, no matter where you EDIT the customer information, it shows up with the modified data in every place within WP-ERP.

    Just babbling here, but anxious to see it in action.

    in reply to: CRM – Contact Not work fine #9104
    CyberLoft
    Participant

    The ADD LOG BUTTON is now working. The only thing I noticed was I updated the plugin today and it has a new time picker setup for the TIME of the LOG ACTIVITY.

    Just wanted you to know. I provided you with access to our site for future reference and when needed.

    Mark H
    CyberLoft

    in reply to: CRM – Contact Not work fine #9102
    CyberLoft
    Participant

    @Shawon

    Myself and another of my clients has the same problem as Omar A. I can’t Log any activity in the CRM. The Add Button is greyed out. I have also turned off all plugins and the problem remains.

    This problem also presents itself on the Add Contact page.

    Mark H.
    CyberLoft

    in reply to: Customize CRM Life Stages #8783
    CyberLoft
    Participant

    @Donovan
    Did I understand correctly that you have developed a WordPress Plugin that provides custom life stages in WP ERP’s CRM Module?
    I could sure use it if you don’t mind sharing!

    Hope e-mails are ok for posting, but feel free to use use [email protected].

    Thanks Mr. Chowdhury for allowing my question :

    CyberLoft
    Participant

    Also, from your reply, you mention that “when a new ‘CRM Customer’ it adds it as an Accounting Customer as well. Will the new functionality ONLY add the CONTACT when the Life Stage is changed to Customer in the CRM or will it simply add it when ANY NEW CONTACT is added to CRM?

    CyberLoft
    Participant

    Any updates on this functionality? I’m trying to avoid having to write our own script :). If not already available (did not see anything new), is there a tentative date as to when this might be available?

    Thanks
    CyberLoft Technology Solutions
    Atlanta, GA

Viewing 6 posts - 1 through 6 (of 6 total)

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