Upi

hello,
you can contact our support on our web site.
Also – there might be an issue with smtp setting on the site – please fiddle with the email settings as well as wait 24 hours I’ll update a version on www.remarpro.com to support new smtp mail settings.

ALso – can you please perform reset for the forms on UPI datatype and fields setting and try again?

we’ll need more data to tackle this one… please contact us on our site…
thanks
Uri

Hey,

first- what is the WP version ? (updated from xxx to yyy?)

second –

New lead submitted today did not generate correct email notification (no fields displayed),
is it a new form ? are fields mapped correctly?
can you share some screens?

was incorrectly assigned, and is not showing in lead management table.
is it showing an empty record, or no new record at all ?

Also – I would suggegt reseting the problematic form , map the fields again – and try inserting a new lead.

Thanks
Uri

Much appreciated!
??
Uri

glad to hear!

thanks for your feedback.
Uri

Hello,
new version with fix is updated on www.remarpro.com,
please upgrade and send your feedback.
unless there’s still an issue – I’m closing this thread.

thanks again for your feedback and cooperation.

Uri

Hello,
new version with fix is updated on www.remarpro.com,
please upgrade and send your feedback.
unless there’s still an issue – I’m closing this thread.

thanks again for your feedback and cooperation.

Uri

Hello,
new version with fix is updated on www.remarpro.com,
please upgrade and send your feedback.
unless there’s still an issue – I’m closing this thread.

thanks again for your feedback and cooperation.

Uri

Hey
we had this issue contected with the email setting.
can you please try – for the testing – to disable email sending with UpiCRM?
(under email setting – last bullet – “don’t send any emails…”

please try and let us know if it’s this issue – we’ll look at the smtp sendmail configuration on your server

Thanks
URi

Hey. we’re currently uploading a new version with a fix. please try and share your feedback.
V2.2.10.4
Thanks
Uri

Hey. we’re currently uploading a new version with a fix. please try and share your feedback.
V2.2.10.4
Thanks
Uri

Hey. we’re currently uploading a new version with a fix. please try and share your feedback.

Thanks
Uri

Hey… thanks for the useful information.
We’ll look into it as soon as we can and we’ll u[grade the product to support a fix.

Thanks
URi

Hey…
are your users “UpiCRM Admin” or “UpiCRM users” ?
UpiAdmin will always be able to perform all actions / vew all leads, while UpiUser can only view/manage their assigned leads.

can you please verify ?
go to the actul wordpress user profile, scroll down below – and see if the users are defined as “UpiCRM User” or “UpiCRM Admin”

please share your finding with us.

Thanks

Uri

Hello, and thanks for the video.
as we tested this feature on other servers and it seems to be working, we suspect it’s a server specific issue.
As I see this is s dev server, we’ll kindly ask you to contact us on our web site and provide more information so we can look into it more closely.
Thanks
Uri

Here you go!
Lead Management with Organizational structure / tree

Enjoy, and do send us your feedback!
Thanks
Uri