Thanks for the review! Let know if you see things you’d like improved.
Will,
I posted this question elsewhere but seeing you responded so quickly I thought I’d post it here also 🙂
How can I utilize the “Review Date” to help me follow up.
I wasn’t seeing how this field was supposed to function.
It seems like a good candidate for a button that would give me a nicely formatted list of followups by date 😉
Thanks again,
Gary
Yes! Exactly.
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).
Got it! Thanks.
At this time I am using a custom built site just for this application (my wanting to keep track of people I meet).
I have been tagging posts with the constituents name. Could this feature be automated? It would be handy to have the ability while I’m editing a post to add constituents (instead of adding tags). Could this be something in the “View in WP Issues CRM” area?
Then add a button or link under the view constituents area to show all issues relating to them. I see a view latest online comments but this doesn’t seem to show anything (probably because I’m not using this as part of an online site where the constituents is posting comments?)
Thanks again,
Gary
The major data constructs in WP Issues CRM are as follows:
-Constituents (possibly classified by custom fields)
-Issues (posts tagged or categorized)
-Activities (which belong to a constituent and pertain to an issue). (Comments are really a special kind of activity, although they have their own data table in WordPress. We associate comments with constituents through the email address recorded with the comment record.)
If you want to associate constituents with an issue, they need to have an activity with respect to the issue — e.g., send an email about the issue. You can create custom activity types, through the Options submenu if you want to link issues and constituents without an activity like email. You could define an activity “Has an interest in.”
If you view an issue, you’ll see all constituents with activities associated with the issue. And conversely viewing a constituent shows all activities by the constituent.
If you just want to classify constituents, then you can add custom fields and options for those fields through the Fields and Options submenus.
I think you’ll be able to do what you want to do. I wouldn’t use tags — that will be very hard to keep organized.
Thanks again for the quick response. I will keep working with it and try out these extra features that you’ve explained.
