Upi's Replies - page 14 | WordPress.org

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Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Attached file not hyperlinked + cannot save lead management comments

Plugin Author Upi
(@upi)

8 years ago

Hi,
please do the following:

1. click on “Lead Management” menu to enter the lead management table.
2. click on “Choose Fields to display” drop down list, locate and select “Actions” .

that will add the actions column in which you’ll find the “save” (disk icon) option.

please also refer to our video on our home page, http://www.upicrm.com – exact time is 1.15 seconds from the starting of the video.

Please let us know if you managed to save lead comments.
Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Lead management comment NOT SAVED

Plugin Author Upi
(@upi)

8 years ago

Hey,
you need to select “Actions” from the fields presented dropdown list, and than you’ll see the “Save” icon – like an little floppy disk.

Thanks
URi

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] User receiving email notifications from various contact forms

Plugin Author Upi
(@upi)

8 years ago

Hi
please just use our support form on our site.
I’m not allowed to use this forum in any other way, please understand.

Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Attached file not hyperlinked + cannot save lead management comments

Plugin Author Upi
(@upi)

8 years ago

Hey
Indeed I misunderstood you.
You can access the file from the contact form 7 plugin.

I know it’s not optimal… sorry for that.

Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Manually adding in leads rather than the csv Import

Plugin Author Upi
(@upi)

8 years ago

Hi
we’re thinking about it and we consider it a very non-straight issue…
In order to allow user entry of data – we’ll need to enforce all the forms’ validations, formats, captcha etc. we haven’t found a straight forward way of doing this… any suggestions will be appreciated…
Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Round Robin

Plugin Author Upi
(@upi)

8 years ago

Hey, sure there’s a way…
Just use the UPI users center to add your team and use the automatic lead management mechanism to assign leads to your team, you will find this feature there.

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Email Notifications

Plugin Author Upi
(@upi)

8 years ago

hi
couple of things – you can use “Lead source” in order to populate data using automated leads management mechanism – for example – create rule –

if form name equals 999 then Lead source == “http://domain/page1

I hope we understand your need and that this will help

thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Attached file not hyperlinked + cannot save lead management comments

Plugin Author Upi
(@upi)

8 years ago

Hello,
the way to save lead comments is :

1. select the “Actions” from the fields presented in the drop down list.
2. use the save icon (disk image) in order to save leads comments.

Please let us know if this helped.
Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] User receiving email notifications from various contact forms

Plugin Author Upi
(@upi)

8 years, 1 month ago

Hi,
we’ve this “bug” on another installation, and we were unable to locate it’s source.
can we ask for a database dump of the UPI configuration, without personal details of users?
Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Email Notifications

Plugin Author Upi
(@upi)

8 years, 1 month ago

HI,
I’m afraid that’s how UPI works .
try and include HTTP referer, and also – you can use the UTM mechanism for additional tagging.

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] New points and issues

Plugin Author Upi
(@upi)

8 years, 1 month ago

hey… that sounds great.
If I may have a request to have our programmer review the code manually before we merge to versions ?
can we work directly (email/skype) ?
if so – please contact us at upicrm.com/contact and we’ll gladly work it from there.

Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] New points and issues

Plugin Author Upi
(@upi)

8 years, 1 month ago

Hello, thank for your suggestions.
we’ll of course considered (and have considered…) your issues.
some of it is easy to implement, but some require major code change… we’ll do our best.

If you wish to work with us on this , we’ll gladly cooperate with you, what do you think ?
Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Lead Aggregation

Plugin Author Upi
(@upi)

8 years, 1 month ago

Hi,
did you include a new api key per each domain ?
per each pair of integrated domains?
thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Not Importing

Plugin Author Upi
(@upi)

8 years, 1 month ago

hi,
we’re checking the Ninja forms issue, I hope to have an update soon.

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Request: historical lead data

Plugin Author Upi
(@upi)

8 years, 1 month ago

Hi
we’re currently waiting for an approval from a prospect to upgrade Upi to include timestamps for every action performed.
I hope this will also answer your need.

please stay tuned!
Uri

Viewing 15 replies - 196 through 210 (of 456 total)

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