wordpress crm open source

Your WP control panel can effectively be used to manage all your customers, vendors, partners, affiliates, etc. Please note that this plugin does not guarantee GDPR compliance as no plugin can provide 100% compliance. Get information about backup: get_option(‘wp_crm_settings_backup’); Moved premium features to separate plugins. Managing clients just got easier! Added option to have WP-CRM replace default User Management menu. Fake users created via the plugin can be deleted in one click. New: Added WPCRM_System_Create class to enable developers to create new records in WP-CRM System. Fix: Set admin capability for managing settings to manage_options. Fixed File Uploader: If a user does not have the necessary capabilities the field will not be displayed. This way you can easily combine this plugin with others since most plugins base themselves on the core data if not all. Thanks This Open Source CRM is powered by a simple, smart & meaningful interface that gives customer relationship management a whole new feel! Excellent user organization, filtering and editing. UI fixes to overview screen (roles are now collapsed too). It does take time to figure it all out, but it's definetly worth it. Added column sort functionality on overview (‘All people’) page. Tweak: Update save contact name/title function to enable compatibility with certain 3rd party plugins. When your contact logs into their account, they’ll be able to see everything you’re working on for them. It would be handy to be able to enter social media usernames for contacts, facebook page urls (not just website) and additional email addresses. Thanks! Removed pt_BR .po/.mo files since it’s already and better done in GlotPress. Some future feature requests might include integrated data capture from front-end contact forms and/or WooCommerce sales in real time; and a component-based estimate generating system that's as robust as the built-in project management system currently is. New: Hook added to allow extensions listed on WP-CRM System dashboard through the extension plugin, rather than hardcode in WP-CRM System. Added German translation thanks to Michael Pekic. You can limit users’ activity streams to be showing a specific number of entities. Added back-end styles compatibility with WordPress 3.8 and higher. Finally, someone called the optional paid extensions "nickel and diming." This has no impact on the functionality of the extensions just the display of whether or not they are installed. Fixed issue that Save button was not translating. User search filter automatically removes white space. Fix: Email messages contained slashes in some cases. Browse the code, check out the SVN repository, or subscribe to the development log by RSS. It’s free to download… Fix: Variable $status used in WPCRM_System_Create for a new filter, which incorrectly caused the $status variable passed to the function to be overridden. Fixed the way of widgets initialization. Merged several previously premium plugins into WP-CRM System core, including all Import / Export plugins (campaigns, contacts, opportunities, organizations, projects, tasks), Email Notifications, and Contact From User. Thank you so much for the support and help you've provided along with a great plugin! Fixed some localization issues related to dynamic values. We have a Client Area add-on, which lets you assign projects, tasks, campaigns, and even invoices (with our Invoicing add-on) to your contacts. New: Added ability to assign campaigns to contacts and organizations. Added new options for WP-Property and Denali Integration. Introduced 25 new filters. Specifically, select menus for choosing a user, campaign, organization, contact, or project were added. I'm willing to buy the package. Added ability to force download premium features. WP-CRM System allows you to have an unlimited number of records and lets you give everyone in your organization access to the WordPress CRM data they need to drive business. Create a project or task once, and have it automatically generate a new one after a given number of days, weeks, months, or years. Minor update: Added new plugins to extensions page. I recommend WP-CRM to anyone that is in need of a CRM for their WordPress site. On update WP-CRM will add the Change Passwords to all roles that have the edit_users capability. Fixes to avoid deletion of existing users when reviewing received messages. Would you like to support the advancement of this plugin? Corrected a bug that caused no contacts to be loaded on the Email page if at least one contact category was not present. Legal guidance is not provided. Improved: Google Maps scripts were loading when no Maps API key was provided. Much improved capability management. Assists with GDPR compliance Clarified the language used to point the user to the correct location to update settings. Now title field is removed, and the title is automatically generated by the First and Last Name fields. Improvements to Welcome Page after activation to clarify the plugin’s capabilities. Added option for certain searchable select/option menus. The optional extensions do look like they provide useful additional features; and if you want to get fancy, it's reasonable to support the developer and buy the optional extensions. Rich. “Your Profile” link in header directs to CMR profile when “Replace default WordPress User page with WP-CRM.” is enabled. Fixed incorrect behaviour on custom ‘Install Plugins’ page after depended plugins ( Add-ons ) activation. Added “Email” field Ajax validation on user’s edit page. Change: register taxonomies on the plugins_loaded action rather than init as was done previously. Fixed JavaScript error on edit user page. The GDPR page setting will still function for anyone who was using it, but will no longer show as an option if it was not previously set. There are inexpensive extensions that allow you to import as little or as much information as you need to into your WordPress CRM. Improved: Added clickable links for phone numbers and email addresses for contacts and organizations in the following areas: record detail page, list page, WP-CRM System dashboard address book. Improved: Searchable dropdown menus for all organization, contact, project, campaign, and user select menus. Get email updates whenever a project or task you are assigned to is created or edited. Added support for custom fields extension. For example, a contact can be searched for by email, phone number, address, etc. They've provided code examples for me to basically help me do exactly what I asked them for. Minor change to text on a database update notice. “WordPress CRM Plugin – WP-CRM System” is open source software. Shame, but I do not recommend it. Added “My Profile” link to WP-CRM navigation menu. Great plugin, simple and complete. Makes some strings translatable, such as “Messages” menu item. Thats amazing that a WordPress Plugin can operate a million dollar business. Added new parameter to the shortcode redirect_url. Fix: Output of dates in certain circumstances would produce an error. Added default data that is installed on first run to include shortcode form messages and notifications. Fix: Updated date settings function, which was not saving dates correctly. Now you have the ability to make WP-CRM data fields to be displayed in users’ BuddyPress profiles. Your data is only accessible through the WordPress CRM dashboard. Shortcode form notifications can be enabled even when no message has been filled out. Fix: Export functionality was not working due to an incorrect reference to the import/export class. Added ability to assign tasks to projects. Usability Dynamics Andy Potanin jbrw1984 Maxim Peshkov Anton Korotkoff Eric Sopp MariaKravchenko smoot328 Vladimir Browse the code, check out the SVN repository, or subscribe to the development log by RSS. Fix: If a record is moved to the trash, it still shows as being linked in the post_meta of other records. When you have contacts from different companies having similar interests, or customers of the same product from different regions, clump them all in a group to serve accordingly. Developers can query custom fields, or hard code important dates in the calendar such as holidays. Compatibility with WordPress 4.3 and higher. Added Admin Bar and Color Scheme selection UI to CRM profiles. Include the dates and times, and assign to agents who were involved in it. Updated WP-CRM System dashboard layout to address issues with viewing the dashboard on smaller screens. Any ideas please? Fixed selecting of active menu item when Profile user’s page loaded. Quickly assign tasks to any of your CRM agents from within a user's profile. Prioritize users using life stages & compartmentalize your service. Fix: Some data still not properly escaped for security purposes. Minor updates to UI in administration areas. Adding tutorial videos to WordPress plugin page. I've checked several "crm" plugins out and most of them either have to many options that are not necessary and make it more fragile. I was able to setup a membership database for a club website with over 500 individual organisations and thousands of member contacts. Added translatable text in missing areas. Fix: 404 error on a script caused datepicker to not funciton correctly. Added admin color picker to WP-CRM profile editor (located in Advanced User Settings). Useful if you have multiple organizations with the same name but different locations. There is also a dashboard where you can view your calendar for the day and an overview of contacts in your database. A record that is restored from trash will retain it’s previous position as being linked to other records. Never miss a thing! Fixed duplicate function name error when WP-CRM System and Email Notifications were active at the same time. Administrators can still view/edit/delete all records. Minor UI Improvements on overview and settings pages. Prior reporting was very static in that you could view a page with ALL projects assigned to ALL organizations. Fixed bug in user display when no user was selected. “Change Color Scheme” capability added, which if removed will not let a user change their, or any other user’s, color scheme. New: Optionally add an organization’s address to the dropdown menu. Bug fix with user fields not being able to be blanked out. Includes the ability to export or erase information on a contact when the contact’s email address is entered into the export or erase tool in WordPress. New: Filter wpcrmsystem_name_prefix added to allow custom name prefixes to be included. Notify with follow ups with calls or emails. Moved recurring entries out from the WP-CRM System > Dashboard > Settings tab into it’s own tab at WP-CRM System > Dashboard > Recurring. Fixed issue with Show button was reverting to EN translation. New: WP-CRM System dashboard is visible to anyone who has access to WP-CRM System. Stylize the text as you like to highlight important parts. If you have a third party app you would like to integrate with, or a new feature we should include we want to hear about it! This can be used for adding a field such as “User Login” which is set by WordPress, and in most cases should not be directly editable. Update: Corrected the welcome screen to reflect current prices and brand assets.