A Beautiful CRM For WordPress

Client Area 6

• CLIENT AREA SHORTCODES
• DEVELOPER HOOKS AND FILTERS IN CLIENT AREA
• GENERATE STRIPE API KEYS
• ASSIGNING CONTACTS TO SITE USERS
• REDIRECT REGISTRATION TO ANOTHER PAGE

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WP-CRM System Filters 40

• Datepicker Filters
• Filter: wp_crm_system_display_links
• wp_crm_system_gdpr_export_capability
• wpcrm_system_add_calendar_entry
• wpcrm_system_create_contacts_email_key

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Custom Fields 8

• Setting up Custom Fields
• Filter: wp_crm_system_custom_fields_protected_directory_htaccess_rules
• Filter: wp_crm_system_custom_fields_get_upload_dir
• Filter: wpcrm_system_custom_fields_title-[post-type]
• Importing Custom Fields

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Gravity Forms Connect 4

• Setting Up Gravity Forms Connect
• Predefined Choices Required Inputs
• [Developer] Filters in Gravity Forms Connect
• Map Categories to Records

Importers 9

• Import Contacts
• Import Organizations
• How to Create an Import File
• Import Tasks
• Importing Custom Fields

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Email Notifications 3

• Filter wp_crm_system_email_notifications_task
• Filter wp_crm_system_email_notifications_opportunity
• Filter wp_crm_system_email_notifications_project

Other 13

• Add comment date to comments
• Getting Started
• General Settings
• Working With Categories
• Activate License Keys

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WP-CRM System Actions 12

• wpcrm_system_custom_dashboard_boxes
• wpcrm_system_custom_meta_boxes
• wpcrm_system_license_key_field
• wpcrm_system_report_content
• wpcrm_system_overview_reports

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Invoicing 4

• Invoicing Settings
• Customizing the Invoice Template
• Generating Your Stripe API Keys
• Developer Filter wpcrm_system_invoice_from_name

Ninja Forms 2

• Ninja Forms Connect Setup and Usage Instructions (Ninja Forms version 3 and up)
• Setting Up Ninja Forms Connect [Ninja Forms Version 2.9.x and below]

Slack Notifications 1

• Configure Slack Notifications

WooCommerce Connect 1

• WooCommerce Connect Settings

Easy Digital Downloads Connect 1

• Easy Digital Downloads Connect Settings

Zapier Connect 4

• Fields Available to Send to Zapier
• Receiving Data From Zapier
• Setting Up An Outgoing Zap
• Connect Google Calendar to WP-CRM System with Zapier connect

Zendesk Connect 3

• How to Use Zendesk Connect
• Using Zendesk Connect Locally on Windows
• Configuring Zendesk Extension

MailChimp Sync 1

• MailChimp Sync Settings

Dropbox Connect 1

• Creating App Key for Dropbox