Organizations without tasks

Viewing 4 replies - 1 through 4 (of 4 total)

  • Yes, a custom report can be generated that displays all organizations that do not have tasks assigned to them.

    You can download and install this small plugin that will add a tab for this report to your WP-CRM System Reports section.

    If you would rather add the code to your theme’s functions.php file you can copy from line 15 down to the end of this file and paste it into your functions.php file.

    Thread Starter wildbuttrueblue

    (@wildbuttrueblue)

    Awesome and thank you! Think I will go for the plugin. What directory does it get installed to please.

    ~ Respect

    Kevin

    1. Download the .zip file
    2. Login to your site’s dashboard as an administrator
    3. Go to plugins > add new
    4. Click Upload
    5. Navigate to the zip file you downloaded in step 1
    6. Activate the plugin after it finishes uploading
    7. Visit WP-CRM System > Reports page then click on the “Orgs. without Tasks” tab.
    Thread Starter wildbuttrueblue

    (@wildbuttrueblue)

    Most excellent! D/Ld and installed – just what I needed! Thank you for the quick response and support!

    ~Respect

    Kevin

Viewing 4 replies - 1 through 4 (of 4 total)
  • The topic ‘Organizations without tasks’ is closed to new replies.

Tags