Wordpress And the Web - Feature rich and individual
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We currently have several ideas of where to take this next: A contact form that auto adds details to the crm. User level and content viewing. Basically we allocate a user a level when they get an account. WordPress has 4 user levels – subscriber, editor, contributor and administrator. What I would like to do [...]
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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. [...]
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It is that time thankfully. We have started work on the new CRM WordPress plugin. It has been redesigned from the ground up and will take on a totally different format. At this point I need to say that this is not an upgrade from the old plugin. It is a totally new plugin and [...]
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I am ready to start the rebuild of the CRM. It will take a new course of action. The first thing we will be doing is to change the way the user element of WordPress works. That’s to say we will be adding features. When the plugin is activated it will create new fields: Company [...]
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This will probably end up with a series of posts or worse, I will edit this post as I add new thoughts! Anyway, I believe that the crm needs to be rebuilt for a number of reasons. Firstly, it actually has very limited connection with WordPress. Secondly, WordPress already has a user level built in [...]
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Hi All I have added a new function to the CRM plugin – a contact form. This is probably the last update I will do for a time because of the cost of developing this further. I am hoping to find a client who will sponsor taking the project forward. As soon as I can [...]
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On installation navigate to settings – crm. You will then be asked whether you require the plugin to be at top level or not. If you choose top level a link will be placed below settings. This first image shows the initial image page you will be shown. From the image you can see the [...]
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Customer relationship management (CRM) consists of the processes a company uses to track and organize its contacts with its current and prospective customers. CRM software is used to support these processes; information about customers and customer interactions can be entered, stored and accessed by employees in different company departments. Typical CRM goals are to improve [...]
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