PreSales Questions

  • Resolved cdoyle1966

    (@cdoyle1966)


    8 years, 6 months ago

    Good afternoon,

    I’ve burned through more than a fair share of CRM type plugins the past month or so, so I am hopeful this one is just what I need. Here are my questions:

    1) Does Ukuupeople have a built in form editor or some way of creating forms containing some custom fields for users to enter/edit their data?
    2) The video sounds as though you can restrict user access to specific pages/content. Is that correct?
    3) Can users have multiple types/tags assigned to them for which restrictions may or may not apply, i.e. “Client Group 1” and “Client Group 2”?
    4) Do you support page redirects based on access? Here are the two I am looking for – if they are not logged in at all, they are redirected to the login page. If they are logged in but don’t have access they are redirected to a no access page.
    5) Do you have a login form, form builder or shortcode?
    6) Do you have a registration form, form builder or shortcode?

    I absolutely don’t mind purchasing a premium version or using other plugins for any of this if you can make plugin recommendations.

    Looking forward to hearing from you!

    Chris

    https://www.ads-software.com/plugins/ukuupeople-the-simple-crm/

Viewing 1 replies (of 1 total)
  • Plugin Author nathanporter

    (@nathanporter)

    Hi Chris,

    There is a form solution using our Gravity Forms integration. This allows you to create whatever form you need and then map the CRM relevant fields to the UkuuPeople fields.

    As far as user access control, there are no default access levels built into the plugin at this time. Access restriction would be something you’d have to experiment with using a roles plugin of some sort but there is no default mechanism for enabling this within the plugin at this time.

    Hopefully this answers your questions! Thanks.

Viewing 1 replies (of 1 total)
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