Upi's Replies - page 21 | 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.] Global User Hierarchy Not Populating

Plugin Author Upi
(@upi)

9 years, 4 months ago

Hi,
I will need to see some screen captures / video recording of the process you’re performing in order to check this… can you please share ?
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.] Global User Hierarchy Not Populating

Plugin Author Upi
(@upi)

9 years, 4 months ago

Hello,
please note you should explicitly declare Upi roles in the WordPress user profile for every user you want to allow to work with UpiCRM.

1. Go to “User” , scroll down to the UpiCRM user roles drop down list , and choose either “UpiUser” or “UpiAdmin”.

2. now you can go to the Users Center of UpiCRM and assign roles and hierarchies.

can you try and let us know if you managed ?
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.] Auto Lead Management / Round Robin Issue

Plugin Author Upi
(@upi)

9 years, 4 months ago

Thank you for the update!
(closing thread)

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.] Error when upgrading

Plugin Author Upi
(@upi)

9 years, 5 months ago

Hi
there was indeed an issue with older versions of PHP on some server, with “older” syntax of PHP code.
we’ve fixed it… sorry about the fuss.

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.] Error when upgrading

Plugin Author Upi
(@upi)

9 years, 5 months ago

Hi,
we have created a new version with a fix to this issue.

please try version 2.1.8.2 and see if this solves this.

http://www.upicrm.com/wp-content/uploads/upicrm/ver2.1.8.2.zip

please check and let us know!!
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.] Error when upgrading

Plugin Author Upi
(@upi)

9 years, 5 months ago

OK… I see there’s an issue here.
We’ve taken it to our programmer.
Would you like to install the previous version?
http://www.upicrm.com/wp-content/uploads/upicrm/upiv2178.zip

thanks, we’ll update you soon.
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.] Error when upgrading

Plugin Author Upi
(@upi)

9 years, 5 months ago

Hello,
Thanks for contacting us.
We haven’t come across this specific error message before.
Can you share more information ?
Log files, error codes? something we can work with?
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.] Auto-Lead Notification

Plugin Author Upi
(@upi)

9 years, 5 months ago

Hello Jakob
Perhaps you sent support ticket with another name ?
Can you please re-send?
or direct mail ? (info@….)
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.] Auto-Lead Notification

Plugin Author Upi
(@upi)

9 years, 5 months ago

Hi Jakob, thanks for your question.
I understand what you wish to achive, but I’m afraid it more of a custom functionality you may need, and regretfully, not the “out-of-the-box” functionality we can offer.

I can suggest – that if you want to add this feature with us to UpiCRM, we’ll be happy to work with you and assist – and we can than also add this feature to our solution .

If you’d like to further pursue this option, please contact us on our site, as this question is not a support issue.
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.] Notifications

Plugin Author Upi
(@upi)

9 years, 5 months ago

Cool. Just remember to check the box next to “Update manager on status changes” , and also – that the little icon “headphones” (with mouse over title “update manager on status changes” is bold.

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.] Notifications

Plugin Author Upi
(@upi)

9 years, 6 months ago

Hello,
this is indeed one of the capabilities Of UpiCRM.
in order to achieve that you should add all the users you have to the WordPress site (as subscribers…), assign them with UpiUser roles, and then define the hierarchy of your users in the UpiCRM Users Center section.

You’ll have checkboxes to define if managers of users will be receiving notifications yes/no.

I’m signing this one off as “resolved” , but please do come back and let us know if you have any further issues / questions.

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 Redirection

Plugin Author Upi
(@upi)

9 years, 6 months ago

I’m glad to hear! will be nice if you can share on how you implemented your solution.

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 template changes do not change

Plugin Author Upi
(@upi)

9 years, 6 months ago

Hוi,
I didn’t hear about this one before.
Note – there are 2 “save” buttons on the screen, can you try and use the lower one ?
also – please send more information, screen caps etc… we’ll need more info …
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 Redirection

Plugin Author Upi
(@upi)

9 years, 6 months ago

Hey
With th auto lead management feature you can do exactly that.
Set the code in ranges and then auto assign leads to users based on logic.
If you need more help please contact us on our website.
Thanks

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.] How many translation strings?

Plugin Author Upi
(@upi)

9 years, 6 months ago

sorry… I don’t understand… please explain ?
I have always sent the *.po file to contributors… and received the *.mo file.

Best option: you install a plugin called “Localization” on your existing wordPress, where you have a UpiCRM installed.
You can then scan all strings, translate, and send us two files: .PO, .MO files.
Will you manage it ?

Other option – see attached file … you can edit it here:
https://localise.biz/free/poeditor
and then send to us… would it work ? .

thanks again!!
Uri

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