Beschrijving
This is first free module from id:CRM to organize and manage contacts and companies with ease. Are you tired of drowning in a sea of contacts and companies, struggling to maintain order? Look no further! We proudly present the id:CRM (Customer Relationship Management) Free Module – your ticket to effortless contact and company organization.
Features
- Contacts and Companies are made with default WordPress posts so you can easily import your data from csv, xls, xml, json.
- Creates WordPress users from Contacts so you can integrate your clients list with any other plugin which uses WP users (for example newsletters).
- Integrated with Contact Form 7. Plugin gets your-name and your-email fileds. Also you can get phone number by using label your-phone.
- Adaptive and responsive. Use all the functions from mobile without any applications.
Video with functionality:
Features Pro
- Sending emails from a contact card.
- Full-featured mailbox in one window with switching between addresses.
- Statistics on adding leads with dynamics for the current/previous month.
- Dashboard with all summary data (cases, emails, comments, statistics, etc.).
Video with differences in functionality:
Translations
- English, always included.
- Russian, always included.
Schermafbeeldingen
FAQ
-
How to get phone number from Contact Form 7?
-
Use field [tel your-phone].
Beoordelingen
Er zijn geen beoordelingen voor deze plugin.
Bijdragers & ontwikkelaars
“id:CRM Contacts & Companies” is open source software. De volgende personen hebben bijgedragen aan deze plugin.
Bijdragers“id:CRM Contacts & Companies” is vertaald in 1 taal. Dank voor de vertalers voor hun bijdragen.
Vertaal “id:CRM Contacts & Companies” naar jouw taal.
Interesse in de ontwikkeling?
Bekijk de code, haal de SVN repository op, of abonneer je op het ontwikkellog via RSS.
Changelog
2.2.3 (02.05.2024)
*
2.2.2 (18.03.2024)
- Improved: Sidebar paddings.
2.2.1 (28.02.2024)
- Fixed: Sidebar scrolls.
2.2.0 (13.02.2024)
- New: Deleting contact from its page.
2.2.1 (28.02.2024)
- Fixed: Sidebar scrolls.
2.2.0 (13.02.2024)
- New: Deleting contact from its page.
2.1.22 (02.02.2024)
- Improved: Contacts linked to Companies via company name instead of id.
2.1.21 (03.01.2024)
- New: Support of Team & Motivation plugin.
2.1.20 (03.12.2023)
- New: Support of Contacts surname.
2.1.19 (27.11.2023)
- Fixed: Redirect to Contacts after signing in.
2.1.18 (07.11.2023)
- Fixed: Prefix ‘crm-‘ added to Contacts and Companies URL.
- Fixed: Website search.
2.1.17 (17.10.2023)
- New: Default user setting for Contacts made with Contact Form 7 integration.
2.1.16 (11.10.2023)
- Fixed: Contact Form 7 integration.
2.1.15 (19.09.2023)
- Fixed: Contact Form 7 Leads.
- Fixed: Plugin settings.
2.1.14 (20.08.2023)
- Improved: New logos in front and authorization pages.
2.1.13 (10.08.2023)
- Improved: Support for new version Deals & Documents.
- Fixed: Breadcrumbs translation.
- Fixed: Footer styles.
2.1.12 (05.08.2023)
- Fixed: Styles for Pro version.
2.1.11 (27.07.2023)
- Fixed: Events order in Contacts archive.
- Fixed: Contacts/Companies bug with active Rank Math SEO plugin.
- Fixed: Empty deals in Contacts/Companies are last.
2.1.10 (21.07.2023)
- New: Add a new deal to the ‘Deals & Documents’ module under Contacts.
2.1.9 (11.07.2023)
- Fixed: Unauthorized Schedule and Events access.
2.1.8 (10.07.2023)
- Fixed: New installation jQuery issue.
2.1.7 (26.06.2023)
- Improved: SVG logos.
- Fixed: Contacts sorting by Events.
- Fixed: Columns settings.
- Fixed: Google Analytics/Yandex metrika excluded from Contacts/Companies page.
2.1.6 (14.06.2023)
- Fixed: Blocking 3rd party styles and scripts on plugin’s pages.
2.1.5 (12.06.2023)
- Fixed: Styles and scripts are assigned to the plugin version.
2.1.4 (09.06.2023)
- Fixed: Sidebar menu behavior inside a Contact or Company.
2.1.3 (07.06.2023)
- Fixed: Admin account is not being deleted when deleting the default Contact.
- Fixed: “All” link in Contacts and Companies when no posts inside.
2.1.2 (05.06.2023)
- Fixed: Translation.
2.1.1 (05.06.2023)
- Fixed: Contact profile photo.
- Fixed: Pagination styles.
- Fixed: Translation.
2.1.0 (31.05.2023)
- Improved: Search in Contacts and Companies.
- New: Support for IdCRM Deals and Documents.
2.0.8 (18.05.2023)
- Fixed: Contact email editing.
- Fixed: Not count as Lead checkbox in Contact.
2.0.7 (17.05.2023)
- Fixed: Login form.
- Fixed: Contact cridentials editing.
- Improved: Birthday Date field validation.
- Improved: Comments editing and deleting.
- Improved: Adding Source and Company for new Contacts.
2.0.6 (28.04.2023)
- Fixed: Event date and time changing.
- Fixed: Date and time picker localization.
2.0.5 (19.04.2023)
- Improved: Files naming.
2.0.4 (19.04.2023)
- Fixed: Delete WordPress users after deleting Contacts.
2.0.3 (15.04.2023)
- Fixed: User roles.
2.0.2 (29.03.2023)
- Fixed: Pro version Email support.
2.0.1 (23.03.2023)
- Fixed: Filter by Contact in Schedule.
2.0.0 (22.03.2023)
- Improved: Code separation for Free and Pro versions.
- Improved: Plugin speed and stability.
- Fixed: Comments and Notes double click issue.
- Fixed: New user creation for new Contact.
- Improved: Contact and Company status as link.
- Fixed: New Contact status and source bug.
- Fixed: New Contact status from parent Company.
1.3.5 (31.01.2023)
- Fixed: Code structure.
- Fixed: Avoid wp user creation for each contact.
- Fixed: Avoid wp user creation for each contact.
- Fixed: Full shcedule event line clickable.
- Fixed: Datetimepicker icon clickable.
- Fixed: Translations admin.
1.3.4 (27.01.2023)
- Fixed: Code structure.
1.3.3 (25.01.2023)
- Fixed: Redirect from login to contacts when already authorized – in Login.
- Fixed: White screen on old php version – in Login.
- Fixed: Breadcrumb start url – in Contacts.
- Fixed: Create event form date and time fields width – in Single Contact.
- Fixed: Event text moved from post_title to post_content – in Single Contact.
- Fixed: Timeline refresh dependency – in Single Contact.
- Fixed: Note text instead of html – in Single Contact.
- Fixed: Comments UI structure.
- Fixed: Events UI structure.
- Fixed: Contacts UI structure.
- Fixed: Removed code from Pro.
1.3.2 (20.01.2023)
- Fixed: Generate lead from CF7 by email or phone – in CF7 integration.
1.3.1 (18.01.2023)
- Fixed: Tranlation ru Works in – in Single Contact. Again.
- Fixed: Large text for comment and event – in Single Contact.
- Fixed: Schedule refresh – in Single Contact.
- Fixed: Activate and deactivate content generation.
- Fixed: Web site text with out parameters – in Single Contact.
1.3.0 (13.01.2023)
- New: Clickable icons date and time picker.
- Fixed: Works in – in Contacts.
1.2.4 (10.01.2023)
- Fixed: Default events icons.
- Fixed: Translation.
- Fixed: Each company assigned via Id.
- Fixed: HTML in Notes.
1.2.3 (06.01.2023)
- New: Gender setting for Contacts.
- Fixed: Delete/publish permissions.
- Fixed: Horizontal scrollbar.
1.2.2 (31.12.2022)
- Fixed: Demo contact/company taxonomy.
- Fixed: Delete permissions.
- Fixed: Theme styles.
1.2.1 (29.12.2022)
- Improved: Data fields in Contact/Company.
- Fixed: Translation.
- Fixed: Admin permissions.
1.2.0 (28.12.2022)
- New: Support user role.
- New: Get Pro version link.
- Fixed: Default Lead status for new Contact/Company.
1.1.0 (25.12.2022)
- New: Schedule and Event types.
- New: Tables sorting by date, event.
- Fixed: CSS and JS minor.
1.0.12 (15.01.2022)
- Fixed: CSS files.
- Fixed: Add librires for date picker.
1.0.11 (13.01.2022)
- Fixed: CSS files.
1.0.10 (10.01.2022)
- Improved: Add events schedule to the single contact page and archive contacts page.
- Fixed: JS positions.
1.0.9 (26.12.2021)
- Improved: Add notes to single contact page.
- Fixed: Design bugs.
1.0.8 (20.12.2021)
- Fixed: Design bugs.
1.0.7 (15.12.2021)
- Chnaged: Dispaly names at comments in contacts and companies single pages.
- Fixed: Admin capabilities at plugin install.
1.0.6 (06.12.2021)
- Improved: Edit contacts and companies comments from admin page.
1.0.5 (05.12.2021)
- Fixed: Hide contacts and companies comments from admin page and front pages.
1.0.4 (30.11.2021)
- Fixed: CRM User capabilites.
1.0.3 (26.11.2021)
- Translated: Full Russian localization.
- Fixed: Plugin delete function.
1.0.2 (25.11.2021)
- Fixed: Untranslated strings.
1.0.1 (22.11.2021)
- Fixed: Bug with links at Companies list.
- Improved: Add option to edit Contact from Contact page.
- Improved: Add option to edit Company from Company page.
- Improved: Add auto select Company and Contact statuses when add new from lists pages.
- Improved: Add option to add new Contact from Company page.
- Improved: Changed comments design.
1.0.0 (05.09.2021)
- Inital release.