Richest

As a follow-up to the CRM options, it looks like CRM will track all contact with a specific customer, but I didn’t see within each customer, how to create new “threads” that can be tracked as in process or completed.

That is why I think your “Project Manager” plugin will work well for us.

Thanks!

Thank you for responding so quickly to my query, especially considering it is a holiday weekend. Very impressive!

Here are my responses to your comments:

1)Glad to hear that the “Messages” function may be fixed within a few days. That will give me that change to further test your plugin.

2)In regards to the “Quick Edit” function, I am not clear on what it is designed to access since it is not currently working. I am presuming that it allows the user access to editing some of the key elements of the “Project”, similar to the WordPress quick edit of Pages and Posts. Since I currently can edit all of the elements of a project by clicking on the project title, the “Quick Edit” function may not be a priority.

3)In regards to the “Activity” function, it does a great job of summarizing what type of activity has happened on the project. What I am hoping the “Messages” function will allow me do to is give detail as to what was done.

For example, “Contacted Sales Rep John Smith, 4/19/14 via telephone. John said he would process our request on Monday 4/21/14 and email confirmation to me.” If the “Messages” function is working, I believe your design of the “Activity” tab does not need to be modified, as it serves a useful function of a quick review of when the latest action has occurred.

4)Thank you for your explanation of how your concept uses the “Published” and “Pending” tabs.

An explanation of what I am trying to track may help clarify what I am looking for. I am a bookkeeper for a large naturals foods store, with hundreds of vendors. Most of our vendors guarantee their products, so when one of our customers returns something, we have to submit a credit request to the vendor.

Within our store, the credit requests are submitted by our receiving manager and several department managers. We also have credit requests due to product damaged in shipping to us. Our receiving manager requests credit on these damages.

I then manually track all of their requests, since the credit memos created by our vendors come to me to process. Any old credit requests have to go back to the manager who initially requested the credit. Right now, this is all done on paper, with paper forms and endless headaches.

Within your plugin, I want to treat each credit request as a project. Often times, we have to follow up on a credit request, as most of our vendors are not very good at promptly responding to our requests. If we did not track the credit requests, we would be losing lots of money in credits which never came through.

Being able to see at a glance all outstanding credit requests and what action has already been taken on each will greatly enhance our ability to process all of the credits needed, with the necessary follow up contact.

So, moving forward, if the “Messages” function is fixed, that will give me the ability to fully test the plugin. Other requests, in their order of priority, would include:

1)Ability to attach a file (PDF for example) to each project, such as a document listing what products on the specific project we need credit for. Our managers often fill out a form when they are on the floor or in receiving, then contact the vendor via email or phone relaying the information from the form. I could scan the form into a PDF and attach it to each request.

2)Ability to add something like a “Category” to each project, with the purpose of reviewing projects by “Category”. I would use this by putting each Vendor in as a separate “Category”, so I could look at all of the outstanding credit requests from a specific vendor.

3)Ability to change the “Tab” descriptions, and the associated quick action links within the project listing from an admin page, giving “Tabs” within the overview as such as: “Contact”, “Pending”, “Completed”, “Archived” and “Trash”. This would be a useful feature for anyone using your plugin, as the tabs could be customized to suite their business.

These requests seem straight forward to me and would greatly enhance your plugin. Can you quote me a price for each of the 3 requests listed above and well as a time frame for how soon you would be able to work on the requests once payment is received?

Looking forward to a great plugin to facilitate our needs!

Has anyone found a resolution to the post count number issues? I too have the same issue where the Parent Categories count is double the value of all of the Child Category counts underneath the Parent Category.

I like the plugin and its’ versatility, but I can’t see any reason for this issue.

For the time being, you can see this effect at a site I am developing, within the right sidebar, and in the second categories listing. (I am trying several different category displays right now.) The developmental website is: http://newsite.zionsbranch.org/.

Any help would be great!

I don’t know what happened with my previous post, as it put part of my message in a separate box. Weird!

It must have something to do with using the greater than and less than signs around the pre and code, and those words were striped out. The part that got cut out was saying “I do not see any pre or code HTML tags around the table Shortcode.”

Thanks,
Rich

Hi Maeve,

I really love your HTML5 Audio Player, but I am still looking for a way to keep the track names aligned when there is more than 9 tracks.

Is there any help available on this issue?

Thanks!