1. Ok so let me elaborate:
Contacts of a company ABC – Mr A ,Ms B & Mr C
Users of CRM – User1, User2, User3
Each of the user should be able to see all the emails sent to Mr A ,Ms B & Mr C from User1, User2, User3
Also, Each of the user should be able to see all the emails sent by Mr A ,Ms B & Mr C to any of User1, User2, User3
Hope it helps!
2. I could not follow “using a separate CRM agent.”

Thanks!

So i have to buy another plugin after paying 149 USD to add 1 field?

I noted the following “discrepancy” (?) with the WooCommerce Integration extension

(1) You cannot raise an order on the ACCOUNTING module. Is there a menu item to click to raise an order?

(2) You can create a new INVENTORY item.. but these items will not be visible in WooCommerce.

(3) You can create Customers in ACCOUNTING but they will not be available/visible in WooCommerce

Would it be right to say – the integration between WPERP & WooCommerce is only via the Accounting Sales Invoice only?

So the WooCommerce\Products is different from the Accounting-Module’s Products…
but, what i don’t understand is – when you put an order thru the WooCommerce StoreFront – the item’s sales/invoiced sales-value ended up as a ‘Revenue’ in the Accounting Module.

[1]Which means the WooCommerce\Product is connected to the Accounting Module in some way??

>>But if you want to track your selling via Accounting module then you have to add products by using Inventory extension. And this process will be handled from the backend.<<

[2]Is there a storefront-page for the Inventory added from the Accounting Module?

thank you.

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!