Hi @Shawon,

Can you provide status on WP Project Manager – Workflow integration?

We have another opportunity that this combination is perfect for; but will need to look for another solution if the WP Project Manager – Workflow integration will not occur in the next one month.

Also, is it possible to use Workflow custom hook as a work-around to integrate Workflow with WP Project Manager?

Thanks!

Donovan

Thanks Shawon and team.

I look forward to your update.

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!

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!

OK. Will the fresh WP Project Manager version include Workflow integration? Or will you need to add Workflow integration after the new WP Project Manager version is released?

Thanks you.

Hi Shawon,

Thanks for the heads-up — I’m looking forward to seeing the new, refactored Project Manager. Can you advise when this might become available?

Also, there is no Workflow or Project Manager section in the forum. Further, Workflow is listed under Accounting, CRM and HR Extensions — so it was not clear which forum to ask my question, so I chose Accounting believing that any forum would be OK. Please let me know which section I should have posted this topic to.

Thanks,

Donovan