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PauPress - A CRM for WordPress
[resolved] Adding 'Latest interaction' in 'User Reports' page (4 posts)

  1. Satri
    Member
    Posted 11 months ago #

    Hi - my feature request before we go Pro:

    The ability to display the latest interactions from user's 'History' in the 'User Reports' list.

    That interaction could take the simple form of "Date: Title". CRM is all about what's happening with contacts. Currently in PauPress, it's difficult to access our latest interactions with our contacts: we have to (1) go to user list, (2) find and click on user, (3) select the History tab. That's too many steps. Just going to 'User Reports' would be much more efficient and provide an overview. I already foresee myself sorting the list by "oldest date of last interaction".

    Editorial note:
    I like PauPress and we're seriously considering going Pro despite PauPress having shortcomings (such currently as no integration with iCal-standard calendars). I've tested all WordPress CRM in the past week, and PauPress is in my opinion the best at the moment. There's really a business opportunity lying right there since the intersection of CRM and WordPress is lacking at the moment, and PauPress may take the lead. Good luck! -- Alex

    http://wordpress.org/plugins/paupress/

  2. havahula
    Member
    Plugin Author

    Posted 11 months ago #

    hi again, Alex!

    excellent request – I'm happy to say that's already a part of the Pro version. in fact, not only can you see the most recent actions, you can search on any action a user can take (including date ranges and relative dates ie. "30 days before now") and then sort that activity by any profile field or applicable action field. this is especially useful when you want to see how many people have submitted a form or made a purchase or donation within a finite time range.

    that said, thanks for the favorable assessment of PauPress. we've made some significant enhancements to our membership component in the last couple of weeks and we have an event calendar add-on ready for release with a lot more business and marketing automation on the way very soon.

    hope to see you as a Pro subscriber soon! :)

  3. Satri
    Member
    Posted 11 months ago #

    Thanks for the extended answer. IMHO, I believe this feature should be part of the 'free PauPress' because without it, PauPress is much less attractive and thus mess less able to attract users which may be converted later on as 'Pro' customers.

    And yes, you just won another Pro user... hope your plugin will have a successful life.

  4. havahula
    Member
    Plugin Author

    Posted 11 months ago #

    thanks, Alex, glad to have you!

    we hope PauPress will continue to grow and to that end, opinions are always welcome – it's what makes WordPress great. it's a difficult balance to walk between pro and free and we're constantly reviewing what that is for us.

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