Chamber Dashboard CRM

Description

Chamber Dashboard CRM is a part of the Chamber Dashboard collection of plugins and themes designed to meet the needs of chambers of commerce.

With Chamber Dashboard CRM, you can:

  • create a database of the people in your organization
  • if you have the Chamber Dashboard Business Directory installed, you can associate people with businesses and track their role within the business
  • keep track of people’s activities, such as meeting attendance, event attendance, conversations, donations, etc.
  • display the people associated with each business in the Business Directory
  • display the people in a certain category

You can learn more at chamberdashboard.com

For full instructions about how to use the plugin, go to Chamber Dashboard Documentation

More features coming soon! Chamber Dashboard is in the early stages of its development. By the end of 2014, it will include membership management, event sign-up and management, and much more.

1.4.8

  • Updated to work with the new version of Business Directory

1.4.7

  • Updated some text in the options pages

1.4.6

  • Added a shortcode to display People Activities

1.4.5

  • Fixed error showing up when dependent plugins are deactivated

1.4.4.1

  • Modified the people roles to work with the CRM importer

1.4.4

  • Connected Businesses can be displayed with the people shortcode
  • The metabox for connected businesses and connected people shows up below the post area

1.4.3

  • Removed Freemius Integration
  • Compatible with WordPress 4.7.2

1.4.2

  • compatibility with premium version

1.4.1

  • Freemius integration

1.4

  • added filters to display contact information on businesses

1.3

  • updated settings page to use settings API better
  • fixed bug on repeating fields on settings page
  • added actions to work with advanced importer
  • added shortcode to display people in a given category
  • added option to display person in business listing

1.2.3

  • changes to language files to facilitate translations

1.2.2

  • fixed bug that hid connected businesses

1.2.1

  • fixed compatibility error

1.2

  • Increased compatibility with other Chamber Dashboard plugins

1.1.1

  • Minor bug fixes

1.1

  • Can now track people’s activities

1.0

  • First release

Screenshots

Installation

Using The WordPress Dashboard

  1. Navigate to the \’Add New\’ in the plugins dashboard
  2. Search for \’chamber dashboard crm\’
  3. Click \’Install Now\’
  4. Activate the plugin on the Plugin dashboard

Uploading in WordPress Dashboard

  1. Navigate to the \’Add New\’ in the plugins dashboard
  2. Navigate to the \’Upload\’ area
  3. Select chamber-dashboard-crm.zip from your computer
  4. Click \’Install Now\’
  5. Activate the plugin in the Plugin dashboard

Using FTP

  1. Download chamber-dashboard-crm.zip
  2. Extract the chamber-dashboard-crm directory to your computer
  3. Upload the chamber-dashboard-crm directory to the /wp-content/plugins/ directory
  4. Activate the plugin in the Plugin dashboard

FAQ

Installation Instructions

Using The WordPress Dashboard

  1. Navigate to the \’Add New\’ in the plugins dashboard
  2. Search for \’chamber dashboard crm\’
  3. Click \’Install Now\’
  4. Activate the plugin on the Plugin dashboard

Uploading in WordPress Dashboard

  1. Navigate to the \’Add New\’ in the plugins dashboard
  2. Navigate to the \’Upload\’ area
  3. Select chamber-dashboard-crm.zip from your computer
  4. Click \’Install Now\’
  5. Activate the plugin in the Plugin dashboard

Using FTP

  1. Download chamber-dashboard-crm.zip
  2. Extract the chamber-dashboard-crm directory to your computer
  3. Upload the chamber-dashboard-crm directory to the /wp-content/plugins/ directory
  4. Activate the plugin in the Plugin dashboard
I want the plugin to do _____. Can you make it do that?

Probably! I am definitely interested in making this as useful as possible for chambers of commerce, so please let me know what features you need! You can use the contact form at chamberdashboard.com/contact

Don’t hesitate to contact me if you have questions!

Contributors & Developers

“Chamber Dashboard CRM” is open source software. The following people have contributed to this plugin.

Contributors