Forum Replies Created
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 🙂
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.
Here is the file location you can add your own templates:
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 🙂
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 🙂
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 🙂
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.
ThanksJanuary 27, 2019 at 3:14 pm in reply to: How To Import Customers in CRM to Accounting for Sales / Invoicing? #29884
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.
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.
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/
No, getting a payslip monthly as an Employee automatically is not possible at this moment. However, the HR manager can print the Payslip of an Employee and can provide it to them manually.
It’s not possible to have the vendors. It syncs as the contacts in CRM.
ThanksJanuary 4, 2019 at 10:53 pm in reply to: Is your software compatible with Dokan and multi-vendor platform? #28538
Hello @ Norliden,
Thanks for reaching out 🙂
WPERP has an extension to integrate WooCommerce orders in accounting(sales) and the vendors/customers to the CRM contacts. You can follow this for more information on this-> https://wperp.com/downloads/woocommerce-crm/
As the system is global and sending SMS to the global number needs to have the country code, so, you’ll need to use the +1 in the case of using the USA number. It actually not possible to set +1 by default as this can be different to the other people.
Suppose, our country code it +880, so, if it is set to +1 by default, it won’t be reliable for us.
However, I’m adding a feature request on our log to select the country first and then it will include the country code automatically. We’ll consider this in the future 🙂
WPERP doesn’t have the concept of having the initial capital from the investors but any further information/details on it will help me to find out a walkway if there is any.