Customize CRM Life Stages

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This topic contains 14 replies, has 5 voices, and was last updated by  Iteshyantetly 1 month ago.

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  • #5628

    Donovan
    Participant

    Hello,
    Is it possible to customize the CRM life stages ( Customer, Lead, Opportunity, Subscriber)?
    Some potential customers are finding the ‘Subscriber' life stage problematic because they do not offer subscription service. ‘Subscriber' does not match their business model. As a result, they consistently ask us if it can be removed or replaced with something else that is more appropriate for their business; but we can not see any way to edit or delete this.
    We suspect it is a matter of time before other potential customers identify other preferred life stages, so, please let us know if/how we can edit/delete the default life stage options.
    Thanks!

  • #5634

    Shawon Chowdhury
    Moderator

    Hello Donovan,

    You can add your preferred customer life stages by using this filter: “erp_crm_life_stages”.

    Thank you ๐Ÿ™‚

  • #5635

    Donovan
    Participant

    Thank you for the fast response Shaown!

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

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

    Thanks!

  • #5637

    Shawon Chowdhury
    Moderator

    Hi Donovan,

    Here is a sample for you:
    https://github.com/wp-erp/wp-erp/wiki/CRM-Filters#add-new-life-stage

    Note: You can put the lines into the “functions.php” of your child theme (you can also put these lines in the main theme's function.php too, but if you update your theme anytime, all of your custom codes will disappear. So it is a good practice to use child theme for custom codes)

    Thank you ๐Ÿ™‚

  • #5639

    Donovan
    Participant

    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!

  • #5645

    Shawon Chowdhury
    Moderator

    @donovan,
    Yes, this approach is fine. No worries ๐Ÿ™‚

  • #5672

    Donovan
    Participant

    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!

  • #5673

    Donovan
    Participant

    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 โ€œerp_crm_life_stagesโ€ 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!

  • #5695

    Shawon Chowdhury
    Moderator

    @donovan,
    We have fixed these via your posted issues on github.com
    Thanks ๐Ÿ™‚

  • #5698

    Donovan
    Participant

    @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!

  • #5699

    Shawon Chowdhury
    Moderator

    @donovan,
    Glad to hear that you got it fixed. Thank you ๐Ÿ™‚

  • #8783

    CyberLoft
    Participant

    @donovan
    Did I understand correctly that you have developed a WordPress Plugin that provides custom life stages in WP ERP's CRM Module?
    I could sure use it if you don't mind sharing!

    Hope e-mails are ok for posting, but feel free to use use [email protected].

    Thanks Mr. Chowdhury for allowing my question :

  • #8784

    Shawon Chowdhury
    Moderator

    @cyberloft,

    Here is it: https://github.com/wp-erp/wp-erp/wiki/CRM-Filters#add-new-life-stage-plugin
    Just create a plugin using these lines of code or copy these lines in your theme's “function.php” file.

    Thanks and happy coding ๐Ÿ™‚

  • #21017

    waldohechter
    Participant

    Hi Shawon

    How can I use the filter to replace, not just add to the Life stages and can I use a similar filter to replace the Contact Source in additional info.

    Thx

  • #31956

    Iteshyantetly
    Participant

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