Starting questions

  • Resolved rabox66

    (@rabox66)


    3 years, 1 month ago

    Hi,
    I just installed Jetpack CRM and added my first customer. I installed a german WordPress, therefore the backend is in german. Nevertheless sometimes english words are used. E. g. “Mr.” (Mister) instead of “Hr.” (Herr) or “Ms” instead of “Fr.”. I tried to fix that with loco translate, but these words do not show up in the mo-files of the CRM-plugin. So I would like to know where to change that. This is a basic function, I cannot send invoices to my clients that are partly in English.

    Additional question: I want my clients to add data to their personal pages. E. g. FTP Login data or the login data to the hosting environment. Do I need an extension in order to make that possible?

    Additional question 2: And is there a way of changing the design of the invoices? I can code (CSS, PHP) but I would like to know where to work. Or maybe there are several premade designs and I did not see them.

    Thanks!
    Raphael

    • This topic was modified 3 years, 1 month ago by rabox66.
Viewing 4 replies - 1 through 4 (of 4 total)
  • Plugin Author Clemen (a11n)

    (@cleacos)

    Hi there,

    Thank you for using Jetpack CRM. Happy to help:

    About the Mr. Ms. words, you can edit the contact prefixes in the Contact Field Options: /wp-admin/admin.php?page=zerobscrm-plugin-settings&tab=fieldoptions

    I want my clients to add data to their personal pages. E. g. FTP Login data or the login data to the hosting environment.

    You can use the Client Portal feature, where your clients will be able to update the general fields and the custom fields you create. Also, you have the Client Portal Pro that will give you more features, for example, you can hide certain fields.

    And is there a way of changing the design of the invoices? I can code (CSS, PHP) but I would like to know where to work.

    It’s a recently developed feature ( still in progress doing tests ) that probably will be ready for the next release 4.5.0, in 2-3 weeks.

    Thank you!

    Thread Starter rabox66

    (@rabox66)

    Thank you for the answer. That sounds very good. The most urgent problem for me seems to be the possibility of editing the invoice template. The existing template is – sorry for being rude – absolutely not enough.

    It looks like this template is the most important point for me to resolve. So hopefully it will be included in the next update. ??

    All the best
    Raphael

    Thread Starter rabox66

    (@rabox66)

    Hi,
    there are new questions. ?? Maybe you can help me. That would be great.

    1) I guess that there are different levels of reading or working in the CRM? e. g. I have a coworker that should have access to all documents of a certain client. Therefore I would like to grant him permission to have access to the area of that client. Maybe some coworkers will need a read-only permission, others will need a read&write permission. I guess that this is possible, but need a professional opinion before starting.

    2) I will also need a tool for project management. Do you recommend any tool that works well with Jetpack CRM? Self-hosted would be nice, but if it is a cloud-based tool such as Trello, it is also OK. But what is most important: The coordination between both. Without automated coordination both tools will not be efficient enough.

    Thanks for your help!
    Raphael

    • This reply was modified 3 years, 1 month ago by rabox66.
    Plugin Author Clemen (a11n)

    (@cleacos)

    Hi Raphael,

    Could you open a new thread for these new questions (copy and paste are okay)? So we can better follow up it and then an available member of our staff will respond to you.

    Thank you.

Viewing 4 replies - 1 through 4 (of 4 total)
  • The topic ‘Starting questions’ is closed to new replies.