Donovan

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Viewing 14 posts - 1 through 14 (of 14 total)
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  • in reply to: Project Manager – ERP Workflow Integration #10081
    Donovan
    Participant

    Thanks for the follow-up @Shawon. That’s good news that WP ERP – WP Project Manager integration is complete — awesome!

    However, it is important to know if/when Workflow interworking will be enabled. Can you check with the devs to:

    1. Definitively determine if Workflow interworking will be active after release
    2. Identify if any filters or hooks will be available to allow custom interworking code

    This information will be very helpful in deciding if the WP ERP and WP Project Manager combination is a viable candidate in the near-term.

    Thanks again!

    Donovan

    in reply to: Project Manager – ERP Workflow Integration #10079
    Donovan
    Participant

    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

    in reply to: ERP Accounting Invoice is unusable #9933
    Donovan
    Participant

    Hi Shawon,

    Thanks for your replies to the support tickets which will address the key issues we’ve encountered. I appreciate the team’s responsiveness and look forward to testing the fixes!

    Thank you!

    in reply to: Stripe Payment Gateway and Tax Treatment #9932
    Donovan
    Participant

    Thanks Shawon and team.

    I look forward to your update.

    in reply to: The invoice does not show the customer's address. #9723
    Donovan
    Participant

    Thank you @shawon, I went ahead and purchased the payment gateway extension because I know the capability will eventually be added. In the mean time I will explore the code override option and follow-up with any questions.

    Thank you.

    in reply to: The invoice does not show the customer's address. #9667
    Donovan
    Participant

    Hello Shawon,

    I hope all is well. We are ready to purchase the Accounting Payment Gateway to use with the invoice module. However, our clients require that invoices *must* show the company name and address — not the contact name.

    Is the invoice module now updated to show company name and address?

    Please advise as soon as possible as we want to do this right away.

    If the module is not yet updated please advise if the default can be overridden with a wordpress filter or other custom code.

    Thanks!

    Donovan

    in reply to: Customize CRM Life Stages #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!

    in reply to: Customize CRM Life Stages #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 “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!

    in reply to: Customize CRM Life Stages #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!

    in reply to: Customize CRM Life Stages #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!

    in reply to: Customize CRM Life Stages #5635
    Donovan
    Participant

    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!

    in reply to: Workflow Integration with Project Management Module #5313
    Donovan
    Participant

    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.

    in reply to: Workflow Integration with Project Management Module #5267
    Donovan
    Participant

    Thank you Shawon. I’m expecting good things from Project Manager Workflow Integration. Are you saying we can expect the revised project manager in about a month? Or the revised project manager with Workflow Integration in about a month?

    in reply to: Workflow Integration with Project Management Module #5183
    Donovan
    Participant

    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

Viewing 14 posts - 1 through 14 (of 14 total)

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