• I keep getting my contacts set back as Lead. Even when they have a WooCommerce order linked to them. Maybe automatically set a contact to customer when they have a paid order.
    Also the company could be automatically linked to the contact. And also set to Customer instead of lead.
    Some Dutch translations are missing, eg. Lead/Customer/Refused/etc.
    The quote templates and quoting part can generate more professional looking quotes in my opinion. (examples enough on google)

Viewing 1 replies (of 1 total)
  • Plugin Support Stef (a11n)

    (@erania-pinnera)

    Hello @dynaworkx,

    Thanks for sharing the feedback and for reporting the issue you’re experiencing.

    While it would be better if you could start your own thread, as per the Forum Welcome, I am going to reply to your instances quickly one by one as follows.

    I keep getting my contacts set back as Lead. Even when they have a WooCommerce order linked to them. Maybe automatically set a contact to customer when they have a paid order.

    We have a step-by-step guide to change that on this page:

    https://kb.jetpackcrm.com/knowledge-base/woosync-imported-all-customers-as-lead-status/

    If you keep having problems with it, please start a new thread in the forum so we can investigate further.

    ****

    Also the company could be automatically linked to the contact. And also set to Customer instead of lead.

    We have a feature request about it for our developers to consider; I added your +1 interest in getting it deployed.

    ****

    Some Dutch translations are missing, eg. Lead/Customer/Refused/etc.

    That depends on the percentage of translations done in Dutch at the moment.

    You can help translate WordPress into your language anytime and when you want to. As an open-source project, all the members of the Polyglots team are volunteers.

    Getting started is easy! Simply log in to the translation platform and start suggesting translations. A validator will then check and approve them for you:

    https://translate.wordpress.org/

    You can find the Jetpack CRM translations here:

    https://translate.wordpress.org/projects/wp-plugins/zero-bs-crm/

    For more information about translating your site, please check these knowledgebase articles out:

    https://kb.jetpackcrm.com/knowledge-base/translating-jetpack-crm/
    https://kb.jetpackcrm.com/knowledge-base/how-to-change-jetpack-crm-language/

    ****

    The quote templates and quoting part can generate more professional looking quotes in my opinion. (examples enough on google)

    We’ll be happy to take notes and create a feature request about that if you can provide more detailed information (ie screenshots, links etc), so to provide our developers with an excellent basis to consider the improvement.

    Again, opening a dedicated forum thread will make our job much easier 🙂

Viewing 1 replies (of 1 total)
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