Is it possible to have a second instance of the CRM to keep two sets of data? I have translated most instances of quotes and replaced them with “grant requests” (although there’s lots of strings not available for translation!) and I’d like another with “Resources”. Is there an easier way of doing it?

Can we make invoice items available for quotes? It would make quoting easier rather than writing the whole thing.

Hi,
It seems Jetpack CRM has automatically created “contact” and “transactions” product tags when there is a related-activity on the website. Since we are a secondhand seller, our products are all unique and this means the count of the product tags are nearly equal to the items that’s been sold! Inevitably there is a huge load to the system when the tags pages trying to load. Shortly, I need to bulk delete product tags and deactivate the usage of them. Is this possible? There is no setting for this and maybe require an update/fix.
Regards,
Guray

Hi,

i need to translate invoices status in user list. I translated .po file with Loco Translate but no changes!

Hello there,

I have recently installed Jetpack CRM and he is very cool.

But I have a problem downloading quotes or invoices, with Firefox, Edge or others, same message after download begin:

“error cannot be saved because source file cannot be read”

The PDF file is so a 0ko file, if I click on the reload button on Firefox or Edge to start again the download I obtain a 269ko file but impossible to open it with any PDF software (corrupted file).

It seems like when I click on download button there is no right to go read the PDF on FTP ?

I have search but can’t find any folder with the files, maybe generated only on demand ?

I have no Ajax error or PHP on console, everything is fine except during the download.

Last version of each plugins. PHP 8.3, MySQL 8.

I have tried by deactivate all plugins and same problem.

I have tried by changing to the default theme and same problem.

Everything by default on JetpackCRM because fresh installation.

Thanks for help.

How do I change the options available for the quote status? Everything else seems to be in options but I can’t find this one – the current options it gives are Draft/Published, Unaccepted and Accepted. I’d like to change these options.

Hi, the quote preview does not work and is blank when I try and preview a quote that has been written for a client. The same happens with the PDF download. It downloads but the pdf is completely blank

I’m using Jetpack CRM invoice pro

When I click the Pay now button, instead of going to stripe to process the payment. It skips to the bottom of the page, where I have a sign up for my newsletter form. It highlights the first text box and says “Please fill out this feild”

It is a mailchimp form, when I remove the form, the pay now buttom works as expected.

I’d like to keep the sign up form, and still be able to process payments

I am trying to get customer attribution with transactions. Ideally, there should be a foreign key in the transactions schema “customerID” to link the 2 data sets or an array of transactionIDs in the customers schema.

Please let me know if I am missing anything or this requires dev work on your end.

Thanks!

hi, how can I change the colors of the buttons (add contact, add transaction) on the jetpack plugin?

Quote Editor MCE Editor text Button alignment bug

Decimal point (.00) is not required for Japanese currency display.

CRM CSS included .dropdown-menu is common and conflicts with themes.

PHP Ver 8.2.22
WordPress 6.6.1
Jetpack 13.8
Jetpack CRM 6.4.4
WooCommerce 9.2.3

In a single transaction (JetPack CRM), I added custom fields. I wanted to synchronize these fields with a WooCommerce field, but without success. The fields in WooCommerce were added using the plugin ‘Checkout Field Editor (Checkout Manager) for WooCommerce’ (ThemeHigh). Is it possible to synchronize these fields?

On an contacts Invoice the “Preview” button works, the “Download PDF” button also works, however the “Email Invoice” does NOT work.

When the “Email Invoice” button is clicked the pop-up window is displayed with the contacts email address, attach pdf option, and Send & Cancel buttons. When Send is pressed, the “Invoice Sent” pop up is displayed but the contact never receives an email of the invoice.

Sending a test email of the invoice template is also NOT working.

I’m not sure what the issue can be because I’ve managed to email Quotes and Statements as well as send an email from the contact page via the Contact Actions.

Hi,

How can you add existing users (like editors, shop managers, etc.) to be added as team members? The way I can see it now when I go to “add team members”, it only gives me the option to add a brand new user (or I can change the existing user from whatever role to crm member), but that will not work of course as I need the user to have the existing assigned role too.

Any advice is appreciated.

thanks,

biorn

Hello!

The Request for getting the events says that Retrieves a list of the last 20 Events generated by the CRM owner.?However it always brings the first events instead. We are using the Jetpack API for our integration with 3cx.

The url for the request is the following

const url = https://${CommonCredentials.<em>jetpack</em>.Domain}/zbs_api/events?api_key=${CommonCredentials.<em>jetpack</em>.PublicKey}&api_secret=${CommonCredentials.<em>jetpack</em>.PrivateKey};

Hello,

When adding a Task to a Contact, with a long text that includes for example a URL, this URL currently overflows out of the grey div.

Could you adjust the CSS so that word wrap applies to the Task Note div?

As far as we could see, adding the following small property to CSS class “zbs-long-desc” did the trick: “word-wrap:break-word;”

Thanks in advance,
PJ

Hello,
Using the create_event API our application create tasks with Notes.
The problem is that these Notes can be long and our text gets all packed as line breaks are removed.
Whereas a task created manually from the admin panel, going in a Contact/Add Task, allows to input a <br> tags to insert line breaks.

Would it therefore be possible to preserve line breaks in the “notes” field when events are created from the API?

As far as we could see this is due to the sanitize_text_field() function used in api/create_event.php.

Thanks in advance,
PJ

Hi

I have a problem with translating Jetpack. It’s not available in Polish (only some parts are translated as I have checked), but generally I only need translation of Newsletter part (to be precise, texts that are send in emails, and that are next to Subscription button). Rest can stay in English. I have created Loco Translate file for Jetpack and started translating parts that I need, but they are still visible in original, English, not Polish. What am I doing wrong?

Hi,

At that moment i have 400 registrations on my website, and maybe 12 purchases. (just started few weeks ago) Obviously all registrations are leads that i wish to use. My problem is that i cannot get them from WP into the crm.

Hi,

If i buy the entrepeneur option of Jetpack, how many people of my company can use in the same time the CRM?

Thank you,

Hi there!
I need help with the menu on the contact page.
It displays a select box with the Chinese language. Can you please take a look at the picture https://monosnap.com/file/vOYk6A7UHsMyD2ibKgreini4maKjpn
Would you happen to have any idea how I can fix that bug?

As said in Title, I really want to use this plugin, but when I install it, Query Monitor shows 131 duplicate queries and WP Admin memory usage shoots up, processing time to.

Any plans to address this?

I’ve never used a CRM before so this is more of a CRM question than a Jetpack CRM one but I need to know the best way to handle it with Jetpack CRM.

We send grant requests and requests for sponsorship to companies and I’d like to use the CRM to track this. This is fine if the first approach is to a named contact at an organisation, but often it’s just filling out a webform, or just sending in an email, so there is no contact to be assigned to the organisation.

How do I deal with this with Jetpack? Do I just create a dummy contact and record tasks against that or is there a better way? What happens if it’s a webform so there’s not even an email address to record against a dummy contact?

How do I use Jetpack API customer search to get all customers who have lastupdated greater than a given timespamp?

I am an administrator for tootiebum.com and the site is experiencing some issues.

When I try to deploy changes made through the staging site, I am receiving an error message:

“Error: Unable to remove plugins directory.”

Also, we are receiving this notice:

“Safe Mode has been activated.

Your site is in Safe mode because you have 2 Jetpack-powered sites that appear to be duplicates.”

Bluehost support said I should contact the plugin vendor for this issue so I am reaching out to you directly.

• This topic was modified 6 months ago by sundogcreativelisa.

I tried to find a way to customize member permissions, but it seems that any member can delete the lead.

I tried using the User Role Pro plugin, but it also didn’t have the expected results.

So, I hope someone can help me with the solution: Remove the contact deletion function of any role.

Thank you for supporting.

Hello, I’m currently looking at using Jetpack CRM as our CRM solution. I have Jetpack CRM installed and I’m currently exploring adding companies and contacts. I have set up a company with address etc filled in, when I assign a company to a contact, can the address be applied to that contact or do I need to re-enter the address data?

Thank you in advance for your help.

I have a Vue app, in which it creates users, after saving the users in my database, I also want to save it in Jetpack CRM via API (https://automattic.github.io/jetpack-crm-api-docs/#create-customer).

I already have my url, api_key and api_secret. But whenever I call the API it throws CORS policy error.

• This topic was modified 6 months, 2 weeks ago by renzivantest.

Hi,

Just downloaded the Jetpack CRM plugin to test on a local development site. I have added a custom field in the Company Custom Fields options but when I try to search for entries in my dummy companies inside the “Companies” – “View All” section, it doesn��t give me any results. It just ask if I want to add a new company because it couldn’t find any results.

I need to have a searchable field called “Company Number” if I’m to be able to use Jetpack CRM on a live site. This I have done above, but the custom field doesn’t seem to be searchable. Is it not possible to have any custom filed searchable, or is it only possible for the fields that comes with the plugin?

Hello ??

I don’t usually like to ask, but this is a dead end haha.

I’m editing the invoice-pdf.html, so that the data comes out as I want and I’ve run into a problem that I’ve tried to solve using javascript and it didn’t work either. So I have two questions:

1- Is it possible to use the tag <script></script> inside this HTML? I have tried and it has been impossible.
2- ##INVOICE-CUSTOMER-INFO## returns the information as follows (example):
Name: Eddie edited it.
Date: 25/12/1
Street: Cooks cook cupcakes quickly.

etc.

I want to know if you can somehow delete the fields that come from the database and just leave the information. I have tried this with javascript, but it has been impossible to do it.

Thank you ??