Support » Plugin: WP Issues CRM » How can I utilize the Review Date field?

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  • Plugin Author Will Brownsberger


    It works with the favorites/assigned lists on the main menu (the buttons with the stars)

    Open issues or constituents that are past their review dates are highlighted with a red border in the favorite issues and favorite constituent lists. These appear on the main menu as star-smile — *;) — and star-paper (sorry, can’t get the dashicons into this comment).

    You can set review dates for constituents or for issues. It makes most sense to set a review date for issues/constituents that are assigned to a person. Assign them to yourself if you want them to appear on your favorites list. Open issues/constituents are highlighted with colors based on review dates. Closed issues/constituents don’t show on the list. Issues/constituents that are neither open or closed have a neutral border regardless of review date.

    Make sense?

    You can also use review date in the basic searches and in the advanced search (double magnifying glass on the main menu).

Viewing 1 replies (of 1 total)
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