Cregy CRM

Looks like we might be through the beta and shortly will be releasing the new version. It is substantially different to the first and will take getting used to. Some people will like it and some people won’t! But first a quick user guide. I’ll create a screenshot shortly to show it in action.

1. Install the plugin and activate as usual. When activated it creates a new category called CRM and also several new tags such as telephone, email, visit, etc.

2. Once installed head over to Users and create a new user.

3. Now edit the user and you will see several new options in the user menu. Address, telephone, company etc. Complete these fields and then press save.

4. When you do this a couple of things will happen.
4a. A new category will be created under the category CRM.

4b. A new tag will be created using the name of the firm and the name of the individual.

5. The next stage is to create a post. Head over and create a post and allocate the post to the new user category created when you created a new user. Add the tag created as well and you can also tags such as telephone, email, etc.

6. Now when you click on the users menu you will notice an additional menu called CRM. Under this will be some new features.

What you now see is your clients broken down into companies and staff relating to that company.

Best thing is to explore the plugin. The plugin is still only available to beta testers.

The plugin will now allow you to attach files and images, videos of course to the posts. The posts added to the crm category will not be viewable unless you are logged in.

Limitations

The post/category/tag will not be hidden if they are coming from widgets. If some other widgets are used other than default ones they should be treated accordingly.