Other

Other

Add comment date to comments
WP-CRM System uses WordPress comment system on all records. To add the comment's date to the comment in the edit screen, you will need to use a bit of ...
Tue, 28 Jul, 2020 at 11:54 AM
Getting Started
These steps are for first-time users of WP-CRM System. It will guide you through everything you need to know in order to get started. Install WP-CRM System...
Tue, 28 Jul, 2020 at 11:55 AM
General Settings
When you first get started with WP-CRM System, you'll want to take a moment to adjust the basic system settings. There are only a few options you'...
Tue, 28 Jul, 2020 at 11:55 AM
Working With Categories
Categories can help keep your data organized, especially when you're dealing with a lot of information. WP-CRM System reports will even sort your da...
Tue, 28 Jul, 2020 at 11:56 AM
Activate License Keys
What Are License Keys? License keys are used so that your website can "talk" to the WP-CRM System website and find out if and when new updates ha...
Tue, 28 Jul, 2020 at 11:57 AM
Using Reports
WP-CRM System Reports serve as a way for you to quickly find data that matters to you the most. For example, are there any projects going on right now for a...
Tue, 28 Jul, 2020 at 11:58 AM
Add or Remove Default Fields
Introduced in WP-CRM System 2.0.11, we have a filter that allows developers to modify the fields that are available to the user. In order to modify the exis...
Tue, 28 Jul, 2020 at 11:58 AM
Create or Edit User Roles
WP-CRM System allows you to provide give access to WP-CRM System reports and records to users based on the role they have on your site. By default, regular ...
Tue, 28 Jul, 2020 at 11:59 AM
Extension Plugins Won't Install
This article is for customers who have attempted to install an extension, but it doesn't install correctly. On occasion an extension will not fully ins...
Tue, 28 Jul, 2020 at 11:59 AM
Recurring Tasks and Projects
WP-CRM System provides you with the ability to create recurring tasks and projects. This is especially useful for example, when you have to do certain tasks...
Tue, 28 Jul, 2020 at 12:00 PM