{"id":50766,"date":"2016-09-07T15:55:06","date_gmt":"2016-09-07T15:55:06","guid":{"rendered":"https:\/\/wordpress.org\/plugins-wp\/advisors-assistant-forms\/"},"modified":"2016-10-26T18:29:49","modified_gmt":"2016-10-26T18:29:49","slug":"advisors-assistant-forms","status":"closed","type":"plugin","link":"https:\/\/wordpress.org\/plugins\/advisors-assistant-forms\/","author":15097371,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"1.0.3","stable_tag":"1.0.3","tested":"4.6.30","requires":"4.0","requires_php":"","requires_plugins":"","header_name":"Advisors Assistant Forms","header_author":"Trent E. Di Renna","header_description":"","assets_banners_color":"","last_updated":"2016-10-26 18:29:49","external_support_url":"","external_repository_url":"","donate_link":"","header_plugin_uri":"http:\/\/www.advisorsassistant.com","header_author_uri":"","rating":0,"author_block_rating":0,"active_installs":0,"downloads":609,"num_ratings":0,"support_threads":0,"support_threads_resolved":0,"author_block_count":0,"sections":["description","installation","changelog"],"tags":[],"upgrade_notice":[],"ratings":{"1":0,"2":0,"3":0,"4":0,"5":0},"assets_icons":[],"assets_banners":[],"assets_blueprints":{},"all_blocks":[],"tagged_versions":["1.0","1.0.1","1.0.2","1.0.3"],"block_files":[],"assets_screenshots":[],"screenshots":[]},"plugin_section":[],"plugin_tags":[76889,76891,1150,23361,76890],"plugin_category":[],"plugin_contributors":[125548],"plugin_business_model":[],"class_list":["post-50766","plugin","type-plugin","status-closed","hentry","plugin_tags-advisors-assistant","plugin_tags-client-database","plugin_tags-crm","plugin_tags-work-flow","plugin_tags-workflows","plugin_contributors-trentdirenna","plugin_committers-trentdirenna"],"banners":[],"icons":{"svg":false,"icon":"https:\/\/s.w.org\/plugins\/geopattern-icon\/advisors-assistant-forms.svg","icon_2x":false,"generated":true},"screenshots":[],"raw_content":"<!--section=description-->\n<p>Advisors Assistant CRM is designed for the Financial Services sector.  Our users include Investment Advisors, Banks, and Insurance agents and agencies.<\/p>\n\n<p>The Advisors Assistant Plugin lets you send data from your Gravity Forms directly to the your Advisors Assistant database.  But besides just sending data, it has these professional features:<\/p>\n\n<ul>\n<li>Capture free form notes data so clients and prospects can use their own words to enhance the information on the form.<\/li>\n<li>Create note topics in Advisors Assistant.<\/li>\n<li>Initiate a workflow in Advisors Assistant to create calendar tasks based on the type of form being filled in.<\/li>\n<li>Duplicate detection so new contacts are not created when the data matches existing contacts in Advisors Assistant.<\/li>\n<li>Developers can establish one of more conditions using AND or OR conditions to control the insertion of data into Advisors Assistant.<\/li>\n<\/ul>\n\n<p>Contact Advisors Assistant at 805-773-7981 Option 1 or email <a href=\"cms@climark.com\">cms@climark.com<\/a>.<\/p>\n\n<!--section=installation-->\n<ol>\n<li>Upload the entire \"advisors-assistant-forms\" directory to the \"\/wp-content\/plugins\/\" directory.<\/li>\n<li>Activate the plugin through the \"Plugins\" menu in WordPress.<\/li>\n<li>Enter in the API server settings, provided by CMS, in the Plugin Settings page for the plugin.<\/li>\n<li>Set up a Gravity Forms Advisors Assistant CRM feed for the forms you want to have send contact info back to Advisors Assistant, in Form Settings-&gt;Advisors Assistant CRM.<\/li>\n<\/ol>\n\n<!--section=changelog-->\n<h4>1.0.3<\/h4>\n\n<ul>\n<li>Fixed a bug in auto-refresh of OAuth credentials<\/li>\n<\/ul>\n\n<h4>1.0.2<\/h4>\n\n<ul>\n<li>Fixed a bug in the Installed Plugin listing<\/li>\n<\/ul>\n\n<h4>1.0.1<\/h4>\n\n<ul>\n<li>Fixed some wording in the readme.txt<\/li>\n<\/ul>\n\n<h4>1.0<\/h4>\n\n<ul>\n<li>Initial release.<\/li>\n<\/ul>","raw_excerpt":"Transfer form data directly into Advisors Assistant CRM. 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