Filtration Issue

Hi @vipulmahajan,

Thanks for reaching out, and thank you for your screenshot. We double checked in the code.

if ( isset( $_GET['author'] ) && ( $_GET['author'] == $current_user_id ) ) { $class = ' class="current"'; } $status_links['mine']

I see from your screenshot that you’re speaking of the mine option in the breadcrumb, but I don’t think it quite works that way. This logic is related to who created the original lead not who the lead is assigned to.

Thank you for your response. Can you please create one more breadcrumb filter where

user can see leads assigned to him/her. This will allow user to follow up on the leads assigned to him/her.

secondly when i create a lead, there are several options to maintain the record but there is no option for adding email id.

Thirdly it will be great if we can see date-wise leads. For example:

I had a conversation with the client on 10 Aug. i added the notes there in the notes section.

Client asked to call me on 14 Aug. Some clients may ask to call on 12 Aug or 16 Aug. When user login to his account, it must show the leads that need to be followed up on 14 Aug only rather than showing leads of all dates. This will save a lot of time by allowing user to follow up on the leads which are due for that particular date.

Additionally, I am from India and so majority of my clients are also from India.

There is an option to add address. I can easily choose India as a country in Country tab but when it comes to selecting state option, it shows states of USA only. Can you please fix this.

Lastly, Can we have an option of adding breadcrumbs of our own choice after creation of lead? Like in my case i need to maintain records of clients who are travelling for holiday or work purposes. We need to mention the destination, travel date and number of persons travelling.

• This reply was modified 1 year, 7 months ago by vipulmahajan.

Hi @vipulmahajan,

Being that this is a paid feature it goes beyond the scope of this particular support forum. I encourage you to reach out to the Sprout team directly using this link for more assistance.

Thank you!

Good reply.

For pro or commercial product support please contact the developer directly on their site. This includes any pre-sales topics as well.

https://sproutinvoices.com/support/my-tickets/

As the developer is aware, commercial products are not supported in these forums. I am sure they will have no problem supporting you there.

These are the basic features which I believe don’t require to go pro! I attempted to use this plugin as it is very much basic and is not going to confuse anyone with a ton of features. Otherwise

bitrix24.com offers above than these basic features at zero cost for lifetime. There are various other features that are required to go pro.

Hi @vipulmahajan,

The extent of support we can offer in this forum is limited. I’m only speaking of the features that would require adding custom code to function properly.

Being that this is reserved for Sprout Invoices Business+ customers you would need to reach out directly for proper guidance. I do apologize for the inconvenience.

Hello!

I am sorry to request you but could you please do the needful for me as i am unable to so it. Kindly forward the same request to the sprout team

Hi @vipulmahajanl,

I created the request for you in GitHub. You can check there for further updates on the matter.

I really hope this helps.