CRM

  • Hi All

    I am shortly undertaking additional development on the plugin. What is happening now is integration of a contact us form with options to select such as new customer, brochure request, etc hard coded in.

    There are several things I would like feedback on:
    1. Design – does anybody have any ideas to make it look ‘nicer’
    2. Feature requests – we have had a request to include members into the crm so any contact with them can be recorded etc. Have you any other feature requests.
    3. Integration into an ecommerce product. Is this something that is required please? I am tending towards Rich Pedley’s approach rather than Dan Milward’s. The main reason being is that it is probably easier to integrate with but I am contacting both developers to talk further. Any thoughts please?

    Thanks

    Rich

Viewing 8 replies - 1 through 8 (of 8 total)

  • Design:
    Keep forms as short as possible. Users hate completing forms online, so the simpler it is, the better your success rate is likely to be.

    Ensure that form fields can be accessed without a mouse. Not everyone will have access to a mouse (think PDAs, cell phones etc). Use the label with the for attribute to explicitly associate each form control with a proper label (as opposed to styled plain text).

    Allow for custom stylesheets. Both eShop and Secure, Accessible Contact Form have this option. Makes life much easier when integrating the plugin’s output with an existing site.

    Plenty of unique classes and ids for us designers, please. A unique id on the form itself would probably come in handy.

    Thread Starter Richard Brown

    (@cregy)

    Hi

    The form has been created and you can visit this post to download:
    CRM Contact Form

    The php and form are easily edited and can be changed as wish. No css was used to style the form – it comes unstyled.

    If someone wishes to take hold of what is said above and then send it to me I’ll incorporate it in the release and credit the designer.

    Thanks

    Rich

    I tried to install the contact form plugin, but WordPress said it did not have a valid header.

    —- Just realized I had to manual install because there was an add-contact folder within.

    THANKS for making this.

    One more thing. . .

    It looks like it’s installed ok – got the form to show on a post/page, however, when I go to set up the form, there is no “Contact Form” listed when I go to admin “Settings” (stated in your readme file).

    Anyone else have this issue?

    guz843

    (@guz843)

    how do we make the contact form work? what is the “shortcode”

    ciaranm

    (@ciaranm)

    Hi There

    Sorry I’m a bit late to this thread…

    Was just browsing for CRM plugins and found yours…After having a brief play, one feature I would like to see is a bulk import from CSV function.

    Thanks!

    just installed this plugin now – great!! Thanks!!

    I complete agree with CiaranM – Please please please can we have an import option? even if just from Excel (CSV would be better).

    Hope to hear from you soon! Thanks in advance!!

    You have built a simple CRM that is easy to edit for PHP coders. Congrats. Here are some suggestions:

    1) Extract all CSS into a separate file.

    2) Extract strings from PHP source.

    3) Move sales rankings into a db table and allow changes either through mysql administration or through an administrator config page.

    4) Use AJAX to update the address card rather than using javascript. Now you are downloading every address but this makes the page very heavy for large lists of contacts.

    5) If you do #4, then also use AJAX to display notes for the active contact. Now you have to click on the view/edit link that takes you to a new page.

    6) If you do NOT do #4, then at least remember the context for showing notes. That is, when you click on Return to Contact list, you ought to return to the tab that was active and the contact that was active. Now you always return to All forcing the user to click to return to the correct tab.

    Good luck with your future work.

Viewing 8 replies - 1 through 8 (of 8 total)
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