Bug on CRM Dashboard

  • Resolved websyy

    (@websyy)


    7 years, 3 months ago

    Hello,

    We’re using this plugin and quite happy with it. But we found a bug at CRM >> Overview. There are 2 views there – Contacts & Companies. It shows Customer, Lead, Opportunity, Subscribers under both Contacts and Companies. But when we click on either Customer, Lead, Opportunity, Subscribers it takes us to the Contact page only. But it should redirect to Company page if we click on the option under Companies.

    Moreover, there is a spelling error at CRM >> Contacts >> Search Segment >> Add Filter >> Select a Field. Over there, the spellings of Street 1 and Street 2 are incorrect. It’s written as Stree 1 and Stree 2.

    Thanks

    The page I need help with: [log in to see the link]

Viewing 5 replies - 1 through 5 (of 5 total)

  • @websyy,

    When you’ll click any one of “customer, lead, opportunity, subscriber” it will always take you to the contact page. But you’ll see the difference in the second line like this screenshot- https://prntscr.com/gbyigq. (The desired option will be in black & bolded)

    And thanks for noticing the spelling error. This will be fixed in the next release.

    Thank you ??

    Thread Starter websyy

    (@websyy)

    Please check screenshot for the exact issue. https://prnt.sc/ggse2i

    @websyy,

    This issue has been fixed. You can get the developed version of WP ERP from our git repo.

    Cheers ??

    Thread Starter websyy

    (@websyy)

    Thanks Shawon.

    It worked but now under Contact / Companies, if I click on Customer / Lead / Opportunity / Subscriber then it doesn’t filter the list. It is still showing all the contacts or companies.

    Regards
    Deepak Hasija

    Thread Starter websyy

    (@websyy)

    I also have a suggestion. Under CRM >> Schedules. When we open any task it displays the names of people scheduled for meeting. It would be great if we can have links to their CRM contact there.

Viewing 5 replies - 1 through 5 (of 5 total)
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