Support » Plugin: WP ERP - HR, CRM & Accounting Solution For WordPress » Customer Display Name Bug

  • Resolved kattouf

    (@kattouf)


    Hello,

    I want to like this plugin (its looks amazing) but it feels buggy.

    I created Test Customer (Accounting), he happens to have same emails as my current logged in account. I assigned a random name.

    However, see attached. It seems to pull the display name from the WP user accounts and not the CRM Customer db. ALL other Contact details are correct.

    https://i.imgur.com/pbT6I8Z.png

    https://ctrlq.org/images/

    Where is it getting that name from?

Viewing 5 replies - 1 through 5 (of 5 total)
  • Ok from what i see , the plugin is adding/modifying users in the WP user Table. I thought it had it’s own table. Which means if an email address/user in present in WP, then that user can change his info which will then change in the CRM. Doesn’t sound right….CRM contacts should have its own table which only the admin can change.

    I am still digging! Your app has huge potential!

    • This reply was modified 10 months, 1 week ago by  kattouf.

    Import Contact Should be called Import and Link. Because modifying the Contact in CRM updates the Customer in Accounting. Which wasn’t clear.

    The Edit/Contacts is showing the DISPLAY NAME at the top and not the Firstname/last name as it should. (well it does ,if display name is missing)

    We have no option to edit that. Can’t have the user changing the details.

    Contacts must show the persons name….

    https://i.imgur.com/KhArfpx.png

    It’s tiny things like that that bug me 🙂

    • This reply was modified 10 months, 1 week ago by  kattouf.
    • This reply was modified 10 months, 1 week ago by  kattouf.
    Plugin Contributor shawon786

    (@shawon786)

    @kattouf,

    Thanks for investing your valuable times in checking up and digging our plugin 🙂
    We really appreciate this.

    But let me share my thoughts-
    > Using different names on the same site for the same email address doesn’t make sense to me actually.

    > Display name is coming from the WordPress User table (if the user is available in WP table). Otherwise, it will display the edited one.

    I hope you’ve understood my points.

    Once again,
    I’d like to thank you for testing WP ERP and suggesting your thoughts 🙂

    Hello and thanks for the response. I am simply looking for a solution for my business.

    Would be great to manage my contacts in wp using a crm plugin. HOWEVER, if my contact happens to also register on the site as a member (say to post comments) then the system falls apart.

    Because they can the change their contact info and that would override my entry for them.

    Anyway, it might never happen in practice, so it’s just something I’ll need to keep in mind. I only saw it because I created a test contact with my email address.

    All in all im liking it

    • This reply was modified 10 months, 1 week ago by  kattouf.
Viewing 5 replies - 1 through 5 (of 5 total)
  • The topic ‘Customer Display Name Bug’ is closed to new replies.