Forum Replies Created
After closing the balance, cash will be carried out to the next year automatically. You do not need to do it manually.
Yes, it was an issue with the last version, unfortunately. However, we have fixed it already and pinned the fixes with the next release. We are almost ready and hoping to release a new version soon.
ThanksJanuary 20, 2020 at 9:10 am in reply to: Customer contact is not sync between CRM & ACCOUNTING module #64339
Can you please explain the problem? It’s really not possible to have an idea about the issue unless hearing in detail. ‘there’s nothing’ means it doesn’t load? In that case, make sure your permalink is set to the ‘post-name’.
ThanksJanuary 19, 2020 at 9:28 am in reply to: Employee listed – blank – cannot delete or cannot move to trash #64314
This generally happens when someone deletes the user account from the ‘users’. A user has stored on your database, which needs to be cleaned. You can simply deactivate WPERP and run this cleaner-> https://github.com/wp-erp/erp-cleaner
Or contact our support center directly. Our support team will clean the database for you.
ThanksJanuary 17, 2020 at 9:16 am in reply to: How can I make the “Add New Deal” box work just like Pipedrive’s? #64150
If you have the company and contact created, you can choose them while creating the deal. However, we are not offering to create a contact on the deal creating page(on page) due to some limitations. We are not going to consider it soon though.
To create a deal, you need to have the contact and company created first.
I’m afraid that the leaves are based on the Calendar year, not the Employee hiring date based.
ThanksJanuary 13, 2020 at 3:25 pm in reply to: Fatal Error: Table ‘wp_erp_crm_customer_activities’ doesn’t exist #63235
Also, try activating WPERP after deactivating it once. If it doesn’t help anyway, contact our support center directly.January 13, 2020 at 3:23 pm in reply to: Fatal Error: Table ‘wp_erp_crm_customer_activities’ doesn’t exist #63234
It seems a conflicting issue with any other theme or plugin. Can you please try after deactivating other plugins temporarily and switching to a default theme?
What you actually refered by the 7th line, @Shawn? Can you please share a screenshot?
I’m afraid that this is not happening here. As I just checked, the Company can be updated smoothly with all of its details. Maybe you are facing the problem which is causing by something else or something?
Fixed already and pinned to ship with the next release.
Yes, you are correct. We need to remove them and we’ll do it in our next update 🙂
Thanks for noticing and letting us know.
I’m sorry but I did not get your query. Can you explain a bit more in preciously?
As I just checked now, the postcode and Favicon in HR Frontend are working fine. The test was done in 3 different environments. So, it seems you are facing the problem specifically on your site. Not sure why but you can contact our support center for further help on this. I just saved the company with postal code: https://prnt.sc/qj66of
I’m adding the columns sorting and to have a backend link feature request on our log. However, we made the document manage compatible with HR Frontend which will be released very soon 🙂
Umm, would you please let me know in detail about the Additional Pages in the frontend? What kind of pages and what will be the purpose of it?
Yes, you can do the reverse as well. Say, you have a user with the email [email protected]. Now, if you try to create a new employee with the same email, it’ll automatically suggest importing the user into Employee.
Also, you can navigate to wp-admin->users->edit the user->Change the user role as Employee: https://prnt.sc/qh1eux
I hope this helps 🙂
You can change it from: ……../wp-erp/modules/crm/views/js-templates/new-customer.php; line number: 42. The ‘erp_crm_custom_attr_length’ is set to 30, change it as per your needs.