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Hello,
We regret that we do not have the option to connect the bank account at this moment. This has limitations actually. Generally, Banks doesn’t allow connecting a 3-rd party web directly with the accounts due to security reasons.
However, like you, we are well concerned about this as well. We’ll surely do that in the future if there is any scope.
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Hello
Yes, you can certainly do the whole workflow you mentioned. Let me describe how it’ll work.
-> You’ll have a contact form on your site, where the potential customers will reach you with requirements.
-> You’ll get the submission over your email and this contact will be taken to the CRM contact list.
-> Now, you can create estimates once you get confirmation from the vendor as you do contact them over email. The estimate will be delivered to the potential customer.
-> If they approve, you’ll need to create a project inside the WP Project Manager to manage the whole order process with the individual tasks until it’s done.The strange things you mentioned:
1. We offer estimates in Accounting for now but later, it’ll be available in the CRM as well.
2. Yes, we’ll have an email template for the estimates soon as we are working on it.This is the initial guideline and if you think you need help on configuration or get confused anywhere, feel free to reach out support center directly. https://wperp.com/contact/
By default, the estimates format can not be changed, unless you customize it form the codes.
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Yes, you can. If you do not find the specific function/class to hide, do let us know exactly which menu(s) you want to hide. We’ll guide you. In that case, reach our support center directly.
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Hello
WPERP doesn’t support multisite in the network mode. You need to either use it on the single sites or a subsite only in the multisite but not under the network mode.
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Hello Layne
This needs to be check from the both side WPERP and MailChimp. Please contact our support center directly.
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Hello Vincent
This is not a plugin issue actually but somehow it’s happening to your site particularly. Most of the cases like this happen due to a conflict but if you can share the console error, it would help us to understand the problem.
Also, you can try after disabling the other plugins temporarily.
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Hello
The ‘Add New’ button should open a new window to create a leave policy. If it doesn’t work, then maybe any other plugin conflicting with that button and made it disabled- I guess.
You can do it in two ways. While creating the leave policy and from the leave entitlement. No, you can’t have a policy individually for the employee. If you have different leave days for different employees, then you need to consider creating multiple policies.
Umm, you can entitle the leave policy based on departments, designations, marital status a few other variations. Also, you can entitle the policy for the selective employees as well- where you need to search with the employee name to select them.
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Hello
Leave policies can be deleted if that policy has not been entitled/assigned to the employee. So, first, check if you have that policy assigned to any employee.
If it doesn’t help, contact our support center directly.
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Hello Juac,
As I have already replied to you over the email. You need to have those custom states as variable to have in the search filter. You’ll require customization for this actually.
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Hello,
You can share a file/document with the Employee from their profile. Ref: https://prnt.sc/sssvxh
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Hello,
I’m afraid that it’s not possible to have the leave request to the manager or team leads at this moment. Only HR Managers can approve it.
However, we are working to bring the multi-layer leave approval feature soon. Where the managers will be the first to approve the leave request and then the HR managers. Or you can make it single just for the team managers.
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Hello
Half day leave is an upcoming feature of WPERP. Stay with us, you’ll be notified when available 🙂
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Hello Wiktor,
For points 1, 2, 3, 5, and 6, all these will require customizing the plugin. It even will not be possible for one with guidelines unless he/she is a good developer having knowledge in PHP, JavaScript, and WordPress. You basically will require customizing in several files.
For case 4.
WPERP usages default WordPress media library. So, this totally depends on WordPress itself. This works the same for your current uploaded media in WordPress.WPERP just stores the data on WordPress media library and fetches when requires.
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