Customize CRM Life Stages

Thank you for the fast response Shaown!

Can you provide an example of how to use the “erp_crm_life_stages” filter to change the “Subscriber” life stage to “Repeat Customer”?

Specifically, can you show the necessary code and where to put it?

Thanks!

Thanks Shaown. I wanted to replace “Subscriber” with “Repeat Customer” so I created a plugin to do so.

I tried to post the code here using the ... tags; but was blocked by securi — so I added the plugin code to the wiki:
https://github.com/wp-erp/wp-erp/wiki/CRM-Filters#add-new-life-stage-plugin

Is this approach permissible/ advisable?

Thanks!

I am reposting this because my previous post is not visible — even though the recent topics and CRM forum topic index show that a post was made several minutes ago.

Thanks Shawon. We have confirmed that we can indeed edit life stages using the ‘erp_crm_life_stages’ filter; however, it looks like the default life stages are hard-coded in the CRM Dashboard.

We determined this by replacing “Subscriber” with “Repeat Customer” using the plugin code shown on the ERP Wiki (https://github.com/wp-erp/wp-erp/wiki/CRM-Filters#add-new-life-stage-plugin). We are now able to assign “Repeat Customer” instead of “Subscriber”; however, the CRM Dashboard now displays “Leads” where it used to display “Subscriber” — and does not display “Repeat Customer” as expected.

Please see screenshot here: https://www.dropbox.com/s/6y8wwl6p6reeqze/WP-ERP-CRM-Custom-Life-Stages.jpg

What must wee do to display custom life stages in the CRM Dashboard?

Thanks Shaown!

Hi Shaown,

We’ve confirmed that this problem is caused by the following code segment which is hard-coded in … /erp/modules/crm/views/dashboard.php, lines 34-43:


if ( $contact_key == 'customer' ) {
echo sprintf( _n( '%s Customer', '%s Customers', $contact_value['count'], 'erp' ), number_format_i18n( $contact_value['count'] ), 0 );
} else if ( $contact_key == 'opportunity' ) {
echo sprintf( _n( '%s Opportunity', '%s Opportunites', $contact_value['count'], 'erp' ), number_format_i18n( $contact_value['count'] ), 0 );
} elseif( $contact_key == 'subscriber' ) {
echo sprintf( _n( '%s Subscriber', '%s Subscribers', $contact_value['count'], 'erp' ), number_format_i18n( $contact_value['count'] ), 0 );
} else {
echo sprintf( _n( '%s Lead', '%s Leads', $contact_value['count'], 'erp' ), number_format_i18n( $contact_value['count'] ), 0 );
}

`

We’ve also posted this to the Wiki: https://github.com/wp-erp/wp-erp/wiki/CRM-Filters#dashboard-problem-with-custom-life-stag

Ideally, life stages should be a CRM option that can be set via the admin dashboard vs code overrides. Never-the-less, to make the “erp_crm_life_stages” filter useful there needs to be a way to override the CRM Dashboard view to display the custom life stages instead of the hard-coded life stages.

Please advise if there is a filter or other recommended way to accomplish this.

Thanks Shaown!

@Shaown Thank you. @idiamin rocks – his two quick commits solved the problems. My custom life stages plugin now works perfectly with “erp_crm_life_stages” filter. Thanks!