WP-CRM - Customer Relations Management for WordPress
WP-CRM Multiple project support (1 post)

  1. datavyam
    Posted 3 years ago #

    Hi Andy,
    I am a web developer. I have used WP-CRM in one my websites and find it very useful.
    I have a requirement described below.
    • A protected are for a client to log in
    • Once logged in, the client can see the progress of details of the services he had ordered
    • Send an email if necessary
    I know WP-CRM can do all this. I can go to CRM Settings>Data and create all the data attributed for a given project.

    I have the following questions:

    1. How do I make their project available for them to view when they log in.
    2. Is it possible for a customer to have more than a project. What I need to display are:
    a. Client name
    b. Customer Name
    c. Project description
    d. Order Received Date, Material Received Date, Expected delivery date
    e. Notes
    Thanks for your help in advance.



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