Creating user account for CRM contacts

  • Resolved Aurovrata Venet

    (@aurovrata)


    8 years, 6 months ago

    Hello,
    is it possible to connect the CRM module to user accounts? My client needs to ability to create secured space for each of their customer. I am interested in using this plugin to create site accounts for the CRM contacts to login and view/exchange information.

    I have good coding experience with WordPress/php, so I would be happy with a technical answer that points in the right direction such as hooking into the WP ERP functionality to achieve this.

    https://www.ads-software.com/plugins/erp/

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  • Thread Starter Aurovrata Venet

    (@aurovrata)

    ok, I realise there is an automatic import of existing users into the CRM contacts table. I should be able to use this functionality to solve my problem.

    Plugin Author weDevs

    (@wedevs)

    Hello Aurovrata,
    Yes, you’re correct. You can use the contact synchronizing feature.

    I am marking this topic as resolved. If you have more question, feel free to post a new thread ??

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