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Thanks for updating. Your cooperation is highly appreciated 🙂
You can assign a user as “HR Manager” for this functionality.
Navigate to:
“HR Management -> Employees -> Visit Employee Profile -> Go to Permission tab”
Now check the role “HR Management” and update permission. That’s all!Now, this employee will be able to access only in HR module.
Cheers 🙂
Sorry to hear that you’ve not got any response!
I just checked the history but could not found any queries like this that were not responded! This is really strange!
Could you tell me your customer email address, that was used to message us?And this documentation will assist you in setting up WP ERP properly: https://wperp.com/documentation
Thank you 🙂
@Omar A,
Your credentials are private and valuable.
Please do contact at [email protected] and provide it there.Thanks 🙂
@Omar A,
You can add this check box field by customizing WP ERP -> CRM.
Let me know if you need more information. Thanks 🙂
Sorry to hear that you’re facing this. But we are not facing any of the above-mentioned issues.
There might be a plugin conflict.Please check and let us know updates 🙂
@cyberloft,
You are right. This feature is not available till now.
We are expecting that this feature will be available by this month.Cheers 🙂
@CyberLoft,
I think logical will be to add a customer in Accounting automatically when a customer (life stage = customer in CRM -> Contacts) is added in CRM -> Contacts.And we are expecting that this feature will be available by this month.
Thanks 🙂
Here is it: https://github.com/wp-erp/wp-erp/wiki/CRM-Filters#add-new-life-stage-plugin
Just create a plugin using these lines of code or copy these lines in your theme’s “function.php” file.Thanks and happy coding 🙂
You have to make changes in the permissions of WP ERP -> CRM and you can make these changes by hiring a developer.
We’ll surely try to assist you by providing information like- if your developer needs to know any file location or existing hook or filter.Thank you 🙂
Thanks for writing on WP ERP forum.
In WP ERP there are no such settings by-default.
But, you can achieve it by customizing WP ERP plugin if you want.Feel free to let me know if you are in need of more help 🙂
@cim,
We have notified the ‘Project Manager’ team about this problem.
They will solve it and we may hope to get it resolved very soon, may be in next release too!Cheers 🙂
By default- No. You can add several branches (or locations) of your company, but you have to use the same employees, contacts & customers for all. That means, there is no separation like- some employees are for branch A, some for branch B.
But yes, you can do custom coding or customization to make it happen!Thank you 🙂
Thanks for writing.
Actually, WP ERP does not have any way to track invoice number like this.
But, you can create an invoice for both having tax and not-having tax.Cheers 🙂
Just hard refresh (Ctrl + F5) your browser and it will work on your PC too.
Thanks 🙂
