how to ?

  • Resolved Padaben

    (@padaben)


    8 years, 2 months ago

    hi,
    I’ve been looking to understand how is it better to use CRM
    add company then add contact
    OR
    add contact then add company

    I guess it is possible to add different contacts for a company
    How company and user are managed for roles ? a company should at least be a level up to user. for ex:
    company : editor and user : subscriber ?
    does the main company contact is editor ?

    and create group, what for ? to group companies only ?
    Group might be an upper level ?

    it is not that clear, neither into the documentation.
    thanks for helping.

Viewing 2 replies - 1 through 2 (of 2 total)

  • Hi @padaben, you have to create a company before adding a contact. But I guess we have to add a feature so that we can add a new company in the create/edit contact form. I’ll discuss with my teammates about it.

    To answer your second question, CRM contacts or companies are not WordPress user. So, you cannot assign any user role to them. But you can make an existing contact/company as WP user. Look for a button called “Make WP User” in contact/company single page at the top.

    Groups are like categories. Just like we assign post or posts to a category in WordPress. There are many use cases when you need to group both contacts and companies. For example you may need to send emails to multiple contacts, then adding them in a group and send email to all of them using that group is very handy.

    Thank you very much.

    • This reply was modified 8 years, 2 months ago by Edi Amin.
    Thread Starter Padaben

    (@padaben)

    Hi, thanks for this, sorry late answer

    trying to get the plugin with what you told me , I still have some issues.

    1/
    something is not clear, with what you told me : a company should be first created, then the user.
    what I do not get is that even if I create a company first, when I create the contact, I cannot make this contact MAIN company owner contact !
    I don’t get it.
    and when I add a contact, after I cannot add this contact direct into this company
    so,
    in witch sense I should add my contacts ?
    I would like to understand the UX/workflow.
    couldn’t find any info in the FAQ.

    2/ I understand that the CRM contacts are not WP users.
    also I saw into Settings for CRM Contact. the option to Auto Import new user as crm contact.
    I would like to make it the other sense. I saw the option to make an CRM user Wp user.
    what is the reason this is not by default activated ? Again I am wondering to understand how it works.
    Is there any hook or filter I can use to make this automatic ?

    On my front end site I have login/pwd access into private area. My CRM contact should initiate session there. But as CRM doesn’t have the feature to have pwd, I must have CRM user WP user.
    The unique thing witch is not optimized is that the whole user info in DB are copied from ERP tables to WP tables. Much more lines.

    Another question, when the user is updated into CRM admin page, does the WP user updated too ?
    Because the option Make this CRM user WP user checked, it is automatic ?

    Also the email sent to contact when we make it WP user uses the wp email ?

    thanks for help
    regards

Viewing 2 replies - 1 through 2 (of 2 total)
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