Support » Plugin: WP ERP - Complete WordPress Business Manager with HR, CRM & Accounting Systems for Small Businesses » Contact, Clients, Customer across CRM, HRM, Accounting and Project Manager

  • Resolved beaubrewer1977


    I can seem to find a solution to an option to have (for example) my contact or companies appear in any of the other modules – (Project Manager, Accounting, HRM) or Vice versa… It appears that any contact is only in that module. I find myself re-adding a contact (or vendor, etc) to a different module only to be told that contact already exists.

    The other modules seem to know about the company or contact, but I can find a way to import those contact into a different module.


Viewing 6 replies - 1 through 6 (of 6 total)
  • To be a little more clear – I am manually entering contact and such in CRM and the entered info does not appear in any other module. And vice versa.

    Plugin Author Tareq Hasan


    We are giving this a thought from the beginning, and a bit overlooked, buried in implementing feature lists. Contacts/companies should be available across CRM and Accounting module, but not HR (because it doesn’t have any use there). Technically it’s the same contact/company when you are trying to add that entity to another module, in that time we offer you to import that entity to that module and we put a reference there. This should be improved though.

    Thank you for your quick reply,

    I’ve not seen an option to import client, companiesn into other modules. I have seen the option for new registrations to auto import into crm.

    Perhaps I’ve missed it, I’ll keep an eye out for the option.


    Plugin Contributor Edi Amin


    Right now, you can import a CRM contact/company into Accounting module as Customer or Vendor. In the Add New Customer/Vendor page, type the contact email address and then press tab or click anywhere except the email input box. You’ll get an option to import that contact as customer/vendor.

    See this screenshot:


    I’ve not seen that before, or I have completely overlooked it!

    Thank you, I’ll certenly try t as soon as I get back to my workstation

    Thank you this works – doesn’t seen to attached the photo though – but I can wait for that!

    Keep up the good work! I think this will be a killer app once all is implemented and ironed out!

    You’ve already got a lot of my money and keep at it and you’ll get more of it!

    Everything one my website and I don’t need to send clients allover the place to see art proofs, invoices, timelines… All you need is a mind map. and image approval contract approval and you’d be near perfect for my needs!

    Thanks! And I’ll mark this as resolved!

Viewing 6 replies - 1 through 6 (of 6 total)
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