vclients_translation_files<\/code> \u2014 the translation files loaded when Client CRM speaks another language than WordPress (e.g. Greek on an English site), most important first<\/li>\n<\/ul>\n\nExternal services<\/h3>\n\n
Virtual Solutions Client CRM can send usage statistics to a service run by Virtual Solutions, the makers of Client CRM, to help decide what to improve. It is off by default<\/strong> and only starts after a site administrator ticks \u201cHelp improve Client CRM\u201d on the last step of the setup wizard, switches on \u201cShare usage statistics\u201d in Settings \u2192 Data, or answers \u201cYes, share\u201d to the one-time question on the Client CRM dashboard. It stops as soon as it is switched off, and when the plugin is deactivated or deleted.<\/p>\n\n\n- When:<\/strong> once a week, in the background (WP-Cron).<\/li>\n
- What is sent:<\/strong> a random ID made on your site when sharing is switched on (switching off forgets it); the Client CRM version and the Client CRM Pro version if it is active; some of your setup answers \u2014 country, Client CRM language, currency, industry and other industry packs, team size and the word you use for clients; rough ranges of how many clients, tasks, appointments, tags, segments, sent emails, CRM users and custom roles you have, and of how long ago Client CRM was installed; whether the setup wizard was finished, skipped or hidden, and whether sample clients are in; which features are on (encryption, security alerts, WooCommerce sync, the daily email, how emails are sent); the versions of WordPress, PHP, the database and WooCommerce, WordPress's language, whether it is a multisite and the environment type (production, staging, development or local).<\/li>\n
- What is never sent:<\/strong> your clients or anything else kept in the CRM, your business name, email, phone or logo, your users and team, and your site address. The request doesn't carry WordPress's usual user agent, which names the site.<\/li>\n
- Where to:<\/strong> https:\/\/europe-west1-wp-crm-34828.cloudfunctions.net\/usageStats \u2014 the Client CRM statistics service, run by Virtual Solutions on Google Cloud (Firebase) in the EU (Belgium). Reports are kept for 24 months, and IP addresses aren't stored with them.<\/li>\n
- Terms of service:<\/strong> https:\/\/wp.virtualsolutions.gr\/legal\/terms\/ \u2014 Privacy policy:<\/strong> https:\/\/wp.virtualsolutions.gr\/legal\/privacy\/<\/li>\n<\/ul>\n\n
Settings \u2192 Data \u2192 Usage statistics shows the exact report before anything is sent.<\/p>\n\n\n
\n- In WordPress, go to Plugins \u2192 Add New Plugin, search for \u201cVirtual Solutions Client CRM\u201d and click Install Now (or upload the
virtual-solutions-client-crm<\/code> folder to \/wp-content\/plugins\/<\/code>).<\/li>\n- Activate the plugin. A short setup wizard opens (you can skip it), then the Client CRM dashboard.<\/li>\n
- Add your first client, import a CSV, or (with WooCommerce) go to Client CRM \u2192 Settings \u2192 WooCommerce and click \u201cRun sync\u201d.<\/li>\n<\/ol>\n\n
Administrators and WooCommerce shop managers get access through the manage_vclients<\/code> capability.<\/p>\n\n\n\nDoes it need WooCommerce?<\/h3><\/dt>\nNo. Everything works without it. When WooCommerce is active, the shop features switch on automatically.<\/p><\/dd>\n
Where is my data stored?<\/h3><\/dt>\nIn your own WordPress database, in tables starting with wp_vclients_<\/code> (with your site's table prefix), and client files in a private folder in wp-content\/uploads<\/code>. Client CRM never sends your client data to us or to any other service; it only leaves your site when you send an email, export a file or connect a calendar app (Pro).<\/p><\/dd>\nDoes Client CRM send anything to you?<\/h3><\/dt>\nOnly if you agree. The setup wizard, Settings \u2192 Data and a one-time question on the dashboard let a site administrator switch on usage statistics; it is off until then. Once a week Client CRM then sends general statistics that help us decide what to improve: some of your setup answers (country, language, currency, industry, team size, your word for clients), rough ranges of how much you use the CRM, which features are on, and software versions \u2014 see \u201cExternal services\u201d for the full list. Your clients, your business name, email and phone, your team and your site address are never sent. Settings \u2192 Data shows the exact report and lets you switch it off anytime.<\/p><\/dd>\n
Can I translate Client CRM or change its wording?<\/h3><\/dt>\nYes. The text domain is virtual-solutions-client-crm<\/code> (Pro: virtual-clients-crm-pro<\/code>) and the template is languages\/virtual-solutions-client-crm.pot<\/code>. Use a wordpress.org language pack, Loco Translate, or a .mo<\/code> file in wp-content\/languages\/plugins\/<\/code> (for example virtual-solutions-client-crm-de_DE.mo<\/code>). For other languages choose Settings \u2192 General \u2192 Language \u2192 \u201cSame as WordPress\u201d. A translation for English (en_US<\/code>) or Greek (el<\/code>) changes the wording in that language. The built-in guide: Settings \u2192 General \u2192 \u201cDownload the help text to translate\u201d, then save your translation as wp-content\/languages\/virtual-solutions-client-crm\/help-de_DE.json<\/code> (or help-de.json<\/code>).<\/p><\/dd>\nWhat happens when I delete the plugin?<\/h3><\/dt>\nNothing is deleted unless you turn on Settings \u2192 Data \u2192 \u201cDelete all CRM data when the plugin is deleted\u201d.<\/p><\/dd>\n
What happens if I lose the encryption key?<\/h3><\/dt>\nThe key is stored locked with your site\u2019s secret keys (the \u201csalts\u201d in wp-config.php). If those change, for example when a site is moved without its wp-config.php or a security plugin renews them, Client CRM locks and asks for your recovery key. Paste it and everything works again. Without the key and the recovery key the encrypted data can\u2019t be read by anyone, including you, so keep the recovery key somewhere safe away from the website.<\/p><\/dd>\n
Does encryption stop every attack?<\/h3><\/dt>\nNo. It protects your clients when a copy of the database or a database backup gets out. Someone who takes over the whole website (its files and its database) can read client data, and someone who signs in with a CRM user's password sees what that user may see; the activity log and its alerts help you notice and stop that.<\/p><\/dd>\n
Does encryption protect WooCommerce orders?<\/h3><\/dt>\nNo. It covers the data Client CRM keeps. WooCommerce keeps its own copy of customer details in its orders.<\/p><\/dd>\n\n<\/dl>\n\n\n
1.0.0<\/h4>\n\n\n- First release: client cards with 33 free industry packs, emails and newsletters, a calendar with appointments, tasks and reminders, team roles and permissions, encryption of client data with an activity log, WooCommerce sync, CSV import and export, and a built-in help center, in English and Greek and ready for translation into any language.<\/li>\n<\/ul>","raw_excerpt":"A simple CRM for WordPress: clients, appointments, tasks, tags and emails, with WooCommerce sync, encrypted client data and a built-in guide.","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin\/379250","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin"}],"about":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/types\/plugin"}],"replies":[{"embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/comments?post=379250"}],"author":[{"embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wporg\/v1\/users\/virtualsolutionssoftware"}],"wp:attachment":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/media?parent=379250"}],"wp:term":[{"taxonomy":"plugin_section","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_section?post=379250"},{"taxonomy":"plugin_tags","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_tags?post=379250"},{"taxonomy":"plugin_category","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_category?post=379250"},{"taxonomy":"plugin_contributors","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_contributors?post=379250"},{"taxonomy":"plugin_business_model","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_business_model?post=379250"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}