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JayParticipant
Hello @Cameron
Columns are fixed on the contacts list view page at this moment and it’s really hard to pull the custom field here as people may have fields with the different meta keys.
However, I’m taking your request on our feature request log. We may consider adding this in the future if we get similar requests a few more.
At this moment, you can change it yourself from the file: ‘……/wp-erp/modules/crm/views/contact.php’ . This is written in Vue.js though.
Thanks
JayParticipantHello @Jakbaehl
I’m not sure if you are talking about WPERP or the Project Manager, but WPERP doesn’t offer the recurring task feature.
However, to manage the tasks and projects, we recommend using WP Project Manager, being considered as a module of WPERP. It has a recurring task feature. Here is how you can manage it-> https://wedevs.com/docs/wp-project-manager/project-manager-add-ons/recurring-task/
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JayParticipantHello @lidorsoldier19,
I’m sorry but not sure why the demo was not working for you. I just checked now and it seems okay so far. Would you please try once again?
Yes, the Employee(Technician) can check-in from anywhere but the thing is, it won’t allow multiple check-ins and out. It allows single check-in and out on a working day.
No, managers don’t get email notification when an Employee check-in at this moment.
Please feel free to ask if you get any other query. I’d love to hear from you π
Regards,
JayParticipantHello @Aldoseri
Social Insurance or Provident Fund feature is not available with the WPERP at this moment. However, we have a plan to bring this feature in the near future if we get a similar request a few more.
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JayParticipantHello,
Would you please write your query in English?
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JayParticipantHello @Mona,
The file location I have provided is not to change the view of the PDF invoices, it was for the inside WPERP. However, WPERP doesn’t manage the PDF invoices itself, another plugin called ‘WPERP PDF Invoice’ handles it. You’ll need to customize this plugin.
The mentioned plugin has just two files, so, I hope you’ll get which file you’ll require to work π
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JayParticipantHello @bestdangcompany,
Yes, it requires to have in the same domain in order to swap all these 3 modules. You can use HR, CRM and Accounting is 3 different domain/subdomain but in that case, the modules won’t swap/share information with each other. It will be completely different and need to manage differently. More specifically, it needs to have under the same database.
However, any standard hosting is enough to manage all the modules and the extensions. We have plenty of users who usages shared hosting plans and they are going great π
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JayParticipantHello @Mona
Actually, we are working to bring the Accounting module in a completely new way with the new technology. So, we are really unable to provide an estimated time at this moment. Once we release the new accounting module, we’ll make the next working schedule and customizer might have on that list.
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JayParticipantHello All,
Here is the file location you can add your own templates:
modules/accounting/includes/views/sales/invoice-single.php
However, we have the plan to bring the template customizer in the future but at this moment, it’s fixed but you can add them yourself as WPERP is fully customizable π
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JayParticipantHello All,
At this moment, WPERP doesn’t have integration with the Zapier at this moment. However, I have noted it on our feature request log, we may consider adding this in the future if we get a similar request a few more.
Thanks for your understanding π
Regards,
JayParticipantHello @huge321
At this moment, WPERP has a Frontend Solution only for the HR, not CRM and the Accounting. However, we have plan to bring the frontend solution for the CRM and Accounting as well in the future π
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JayParticipantHello there,
I just checked it on the demo as you said the demo is not working either, but I found it’s working as it should be. If I click on the announcement, it’s opening a popup.
However, I can understand you are facing the issue on your site somehow. Maybe there is a conflicting issue causing the problem or something else. Have you checked the theme/plugin conflict yet? You can follow this to check-> http://www.thebengalboy.com/best-practice-find-wordpress-theme-plugin-conflicts/
If it doesn’t work even after checking the conflict, then contact our support center with your site credentials. We’ll debug the issue on your site.
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January 27, 2019 at 3:14 pm in reply to: How To Import Customers in CRM to Accounting for Sales / Invoicing? #29884JayParticipantHello,
You do not need to duplicate the customers if you have them already. Typing the 3 characters of the custom, either for the first name or the last name should find it automatically from the customer list like this-> http://prntscr.com/mcr3n3
Note: You’ll need to type at least 3 characters.
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JayParticipantHello there,
I’m not sure which menu you actually mean but announcements open with a pop-up and there are no menus on the top. It should be like this-> http://prntscr.com/mcppcg
Please let me know if you mean something else. In that case, consider providing a screenshot.
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JayParticipantHello @Norliden
Not sure where the conflict is but it should not have any conflict with Google Drive as WPERP doesn’t use any API from Google Drive. However, I’d recommend you to contact our support center. We’ll investigate it on your site what is actually happening. You can open a support ticket here-> https://wperp.com/my-account/
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