Can not set-up Plugin — General Settings Tab Missing

Hi,
sorry about that… there’s no “General Settings” tab, what you currently see is exactly what we have.
What is it you’re trying to achieve ? How Can we help you ? just let us know… we’ll be happy to make it work for you …
Thanks
Uri

Hi Uri,

Thanks for the follow-up. As the issue title says: I cannot set up the plugin – largely because the plugin settings do not match the instructions.

I’ve tried, unsuccessfully, to follow the instructions on the www.remarpro.com UpiCRM plugin page and on the UpiCRM docs page (https://www.upicrm.com/docs/). Both of these refer to performing critical setup operations on the non-existent General Settings tab. The plugin is sufficiently complex that it’s difficult to figure out the correct setup process without assistance or corrected instructions.

Can you summarize the correct setup process?

Thanks.

Hi,
we have recorded a video on our website with the exact stages required to set up UpiCRM.
you can see it on our home page (down below)

if that doesn’t help – I’ll probably need to update the complete guide…please let me know…
thanks
Uri

Hi Uri,

Just following-up to say that the video was marginally helpful. I was able to get the plugin set up after a couple hours of tinkering with the settings. I also had problems adding users and getting them to show up in UniCRM; but was finally able to do so after going back to the WordPress plugin install page and noticing a statement near the bottom of the page that referred to setting UpiCRM roles in the general WordPress user management pages vs doing so in UpiCRM. Setting the UpiCRM roles on the WordPress user edit page worked immediately — compared to multiple failed attempts to set them in UpiCRM Users Center.

Net-net: You have a great plugin; but it is being hindered by out of date/incorrect documentation. I think it would be helpful to update the written instructions.

Thanks again for a great plugin and responsive support.

Is there a “Pro” version of UpiCRM by chance?

Hi,
I accept your feedback… we’ll now update our documentation from start… thanks for the feedback… that’s what pushes os forward in the right directions…
Uri

You’re welcome Uri. I’m glad my feedback is helpful. Thank you for your work!

Hello Again!
following your feedback, we have reviewed, renewed, and updated our documentation.

Please see the new UpiCRM documentation – WordPress CRM , found on our site.

any feedback will be just great!
thanks
Uri