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Jay

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Viewing 15 posts - 121 through 135 (of 232 total)
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  • in reply to: Vendor Name and address shows the data fields #62934
    Jay
    Participant

    Hello Shawn,

    Yes, you are correct. We need to remove them and we’ll do it in our next update πŸ™‚

    Thanks for noticing and letting us know.

    in reply to: First Name, Last Name reversed with Vendor Name #62933
    Jay
    Participant

    Hello Shawn,

    I’m sorry but I did not get your query. Can you explain a bit more in preciously?

    Thanks

    in reply to: HRM and HR Frontend Feature Request/Bugs #62258
    Jay
    Participant

    Hello Monters,

    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 πŸ™‚

    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?

    Thanks

    in reply to: Add Existing WP Users as Employees #61725
    Jay
    Participant

    Hello Justin,

    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 πŸ™‚

    in reply to: increase the characters limit for company name #61400
    Jay
    Participant

    Hello BassemKotb,

    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.

    Thanks

    in reply to: Admin email change #60937
    Jay
    Participant

    Hello Chrysalte,

    This is wired! I don’t see any reason behind this unless you are having any other issue on your site. Have you checked conflict on your site by deactivating the other plugins/themes?

    Thanks

    Jay
    Participant

    Hello,

    It’s not the Employee actually, Agent. CRM agents have access to the contact, Employee doesn’t have.

    Let me describe how CRM contacts work:
    -> Contacts can be seen by the contacts owners only, if you are an Agent. An agent can not see other agent’s contacts.
    -> Manager can see all. All the contacts event if it owns by other agents as Manager has all the rights to see all.

    So, please make sure you do not have an agent role, rather, you have a CRM manager role from your user profile. Reference screenshot: https://prnt.sc/onr99a

    I hope this helps πŸ™‚

    in reply to: Saved search report in Netsuite #59763
    Jay
    Participant

    Hello,

    I’m sorry but is the query about WPERP or it’s about the Netsuite? I’m a bit confused!

    Thanks

    in reply to: IS Document Management extension available on Front end page? #59682
    Jay
    Participant

    Hello,

    We are almost done developing to bring the Document Manage in the HR Frontend and hoping to release it by the end of this month. However, as of now, it’s available on the backend only.

    Thanks

    in reply to: Report ROLES Security #59409
    Jay
    Participant

    Hello Patrick,

    Yes, you got a good point! We are on it and hoping to fix it within today. We’ll release an update with the fixes, so, please update your WPERP if you get an update notification today/tomorrow or nearby.

    We really appreciate your cooperation πŸ™‚

    Regards,

    in reply to: Attendance Report employee based and date based issue #59048
    Jay
    Participant

    Send us an email directly, and please do not share your email publicly here.

    Thanks

    in reply to: Attendance Report employee based and date based issue #59002
    Jay
    Participant

    Hello its_777

    I can see you have a support ticket with us and I have already provided you the solution. Please continue with me.

    Thanks

    in reply to: Is there a client front end login portal? #58817
    Jay
    Participant

    Hello Tariq,

    I’m afraid that the clients could not log in to the CRM system as they do not have that access. Only agents and managers can book a schedule with contacts/clients from their profile.

    Thanks

    in reply to: Alert when receive a customer email #58587
    Jay
    Participant

    Hello Nohar,

    I’m afraid that there is no alert for the inbound emails at this moment. The replies can be found on the contact profile automatically.

    Thanks

    in reply to: Two companies one contact #57684
    Jay
    Participant

    Hello,

    You can assign multiple companies to contact from their profile, in the company section. Reference screenshot: https://prnt.sc/pzdr5c

    I hope this helps πŸ™‚

    Thanks

Viewing 15 posts - 121 through 135 (of 232 total)

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