Dear Hakkan,

By default, you are not able to create new type of accounts with WP ERP. You can only change the name of the “Type of Accounts” with the above mentioned way.

Thank you.

@bondiblue,

Please make sure that you have met the minimum requirements to run WP ERP:
WordPress version: 4.4
If you haven’t, please update your WordPress version.

If it doesn’t work, please try deactivating all the plugins and then activate WP ERP.

If you face this issue , please create a support ticket through here https://wperp.com/contact/ while providing a temporary admin access and FTP credentials of your site so that I can look into this issue and fix it.

Thank you,

Dear Sammy,

I already have checked from my localhost and didn’t face the issue which you have mentioned.

If both WP ERP and the Attendance add-on is up to date, yet you are facing this issue then please provide me a temporary admin access and FTP credentials through this link: https://wperp.com/contact/ or email at this address: [email protected]

Since I am not facing this “Attendance” issue you have mentioned, I really need this information to fix your issue.

I hope you understand.

Thank you.

Dear Sammy,

Our Live Chat agent has already sent you an email regarding this.

Anyways, I have tried to reproduce this issue from the localhost and was unable to reproduce this issue as everything seemed perfectly well.

Please make sure that you have updated to the latest versions of WP ERP (1.3.13) and WP ERP Attendance add-on (1.1.4).

If both of them are updated and you are still facing issue, please provide me a temporary admin credentials and FTP access through our Support ticket through this link so that I can look into this issue and fix it.: https://wperp.com/contact/

Thank you.

Dear Hakkan,

I have checked from my localhost and was able to successfully view Future tasks in “My Schedules” section of the calendar. Since I am unable to reproduce the issue you are facing, please create a support ticket through this link and provide me a temporary admin credentials with me so that I can look into your issue: https://wperp.com/contact/

Currently, it’s not possible to integrate the activities of Deals add-on in the activities of CRM add-on. Regarding being able to add new activity through CRM “Activities” option, I have noted down your suggestion. I really appreciate it.

Thank you.

Hello Hakkan,

The process I have told you about is going to change the name of the fields.

Check out this screenshot: https://prnt.sc/khlx92

We don’t recommend changing this as I have already mentioned previously.

Thank you.

Dear Hakkan,

CRM has a “Scheduled Task” option where you can create tasks for your Contacts and assign tasks to Managers/Clients.

Check out this screenshot: https://prnt.sc/kfkl15

You can also check all the Schedules by navigating to: wp-admin-> CRM -> Schedules

Deals add-on has options to schedule meetings, call, tasks, deadline, email and lunch.

To add a “Schedule Activity” please navigate to wp-admin -> Deals -> Activities.

Check out this screenshot: https://prnt.sc/kfkm1g

Regarding “Reminder” feature, we currently do not have this feature for both CRM and the Deals add-on. But I think it would be great feature to release in the future. I have already noted it down and took this as a feature request.

Thank you for your suggestion.

Hello wtools,

WP ERP is not officially compatible with Geo my WP.

However, since WP ERP is fully customizable, you can customize WP ERP as per your needs.

Please note: as per our company policy, we are unable to provide any support for any customization of our products.

Thank you.