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Client Area

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

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

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

Gravity Forms Connect

4
  • Setting Up Gravity Forms Connect
  • Predefined Choices Required Inputs
  • [Developer] Filters in Gravity Forms Connect
  • Map Categories to Records
Importers

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

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

Getting Started

13
  • 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
WP-CRM System Actions

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

Invoicing

4
  • Invoicing Settings
  • Customizing the Invoice Template
  • Generating Your Stripe API Keys
  • Developer Filter wpcrm_system_invoice_from_name
Ninja Forms

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

Slack Notifications

1
  • Configure Slack Notifications
WooCommerce Connect

WooCommerce Connect

1
  • WooCommerce Connect Settings
Easy Digital Downloads Connect

Easy Digital Downloads Connect

1
  • Easy Digital Downloads Connect Settings
Zapier Connect

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

Zendesk Connect

3
  • How to Use Zendesk Connect
  • Using Zendesk Connect Locally on Windows
  • Configuring Zendesk Extension
Mailchimp Sync

Mailchimp Sync

1
  • MailChimp Sync Settings
Dropbox Connect

Dropbox Connect

1
  • Creating App Key for Dropbox
  • Home
  • Getting Started

Getting Started

  • 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
  • Use Cases
  • Blog
  • My Account
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