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Client Area

5

Client Area shortcodes
Developer hooks and Filters in Client Area
Generate Stripe API Keys
Assigning Contacts to site Users
Redirect registration to another page

WP-CRM System Filters

40

Datepicker Filters
Filter: wp_crm_system_display_links
wp_crm_system_gdpr_export_capability
wpcrm_system_add_calendar_entry
wpcrm_system_create_contacts_email_key
wpcrm_system_create_contacts_email_key_status
wpcrm_system_create_prefixes
wpcrm_system_create_priorities
wpcrm_system_create_progresses
wpcrm_system_create_statuses
wpcrm_system_create_wonlost
wpcrm_system_custom_field_separator
wpcrm_system_dashboard_categories_menu
wpcrm_system_default_user_roles
wpcrm_system_export_csv_cols_{export-type}
wpcrm_system_export_get_data
wpcrm_system_export_get_data_{export-type}
wpcrm_system_fields
wpcrm_system_gdpr_contact_custom_fields
wpcrm_system_gdpr_contact_fields
wpcrm_system_gdpr_delete_request_attachments
wpcrm_system_gdpr_delete_request_email
wpcrm_system_gdpr_delete_request_headers
wpcrm_system_gdpr_delete_request_message
wpcrm_system_gdpr_delete_request_subject
wpcrm_system_gdpr_deletion_message
wpcrm_system_gdpr_export_cols_{export-type}
wpcrm_system_gdpr_export_get_data
wpcrm_system_gdpr_export_get_data_{export-type}
wpcrm_system_menu_icon
wpcrm_system_menu_name
wpcrm_system_post_type_args_{post-type}
wpcrm_system_post_type_labels_{post-type}
wpcrm_system_random_string_length
wpcrm_system_taxonomy_args_{post-type}
wpcrm_system_taxonomy_labels_{post-type}
wpcrm_system_user_role_options
wpcrm_system_{record type}_fields
wpcrmsystem_export_capability
wpcrmsystem_name_prefix

Custom Fields

8

Setting up Custom Fields
Filter: WP-CRM System Custom Fields Protected Directory
Filter: WP-CRM Sytem Custom Fields Get Upload Dir
Filter: WP-CRM System Custom Fields Title Post-Type
Importing Custom Fields
Filter: WP-CRM System Custom Field Separator
WP-CRM System Custom Fields Protected Directory
Filter: WP-CRM System Custom Fields File Download

Gravity Forms Connect

4

Setting Up Gravity Forms Connect
Predefined Choices Required Inputs
[Developer] Filters in Gravity Forms Connect
Map Categories to Records

Importers

9

Import Contacts
Import Organizations
How to Create an Import File
Import Tasks
Importing Custom Fields
Import Opportunities
Importing Contacts Assigned to Organizations
Import Projects
Import Campaigns

Email Notifications

3

Filter: WP-CRM System Email Notifications Task
Filter: WP-CRM System Email Notification Opportunity
Filter: WP-CRM System Email Notification Project

Getting Started

14

Add comment date to comments
Getting Started
General Settings
Working With Categories
Activate License Keys
Using Reports
Add or Remove Default Fields
Create or Edit User Roles
Extension Plugins Won’t Install
Recurring Tasks and Projects
How to Obtain a Google Maps API Key
How to Upgrade Licenses
Download Failed: Unauthorized
Helpful tips and troubleshooting techniques

WP-CRM System Actions

12

wpcrm_system_custom_dashboard_boxes
wpcrm_system_custom_meta_boxes
wpcrm_system_license_key_field
wpcrm_system_report_content
wpcrm_system_overview_reports
wpcrm_system_info_before
wpcrm_system_settings_content
wpcrm_system_info_after
wpcrm_system_report_tab
wpcrm_system_settings_tab
wpcrm_system_import_field
wpcrm_system_settings_subtab

Invoicing

4

Invoicing Settings
Customizing the Invoice Template
Generating Your Stripe API Keys
Developer Filter wpcrm_system_invoice_from_name

Ninja Forms

2

Ninja Forms Connect Setup and Usage Instructions (Ninja Forms version 3 and up)
Setting Up Ninja Forms Connect [Ninja Forms Version 2.9.x and below]

Slack Notifications

1

Configure Slack Notifications

WooCommerce Connect

1

WooCommerce Connect Settings

Easy Digital Downloads Connect

1

Easy Digital Downloads Connect Settings

Zapier Connect

4

Fields Available to Send to Zapier
Receiving Data From Zapier
Setting Up An Outgoing Zap
Connect Google Calendar to WP-CRM System with Zapier connect

Zendesk Connect

3

How to Use Zendesk Connect
Using Zendesk Connect Locally on Windows
Configuring Zendesk Extension

Mailchimp Sync

1

MailChimp Sync Settings

Dropbox Connect

1

Creating App Key for Dropbox

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Email Notifications

Filter: WP-CRM System Email Notifications Task
Filter: WP-CRM System Email Notification Opportunity
Filter: WP-CRM System Email Notification Project

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