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Knowledge base
WP-CRM SYSTEM
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
See all 6 articles
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
See all 40 articles
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
See all 8 articles
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
See all 9 articles
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
See all 13 articles
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
See all 12 articles
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
Help Desk Software
by Freshdesk