Upi

Hi!
Are you using a contact form plugin on your site ?
(contact form 7, Gravity forms, Ninja forms ?)
I “yes” – can you please post a screen capture ?

Thanks
Uri

Hi and thanks for contacting us.
Regretfully we do have these collisions here and there…

Simple workaround is simply to momentarily deactivate our pluging while working within the admin dashboard.

Can we request access to your server in order to debug our plugin ?

Please let us know
Thanks
Uri

Received no response… marking as resolved.

Hello, let me know try and answer:

1. Is your plugin set up for us to use it as a SaaS with any number of users?

A: perhaps I don’t fully understand, but it will work with any number of users…. as long as your WordPress server can hold it…. (never encountered any limitations…. and if someone did…. please share…).
The reason to that is that we’re using the same WordPress user as “subscriber”, exactly the same as user that are commenting to a post etc, so actually we’re just working with WordPress.

2. Saas – yes, we’re also offering this solution as SaaS to some companies, but I believe we still miss some features in order to provide a complete solution, such as aggregating leads into a single location from multiple remote UpiCRM installations.
This is something we’re planning on our road-map, but alas – budgeting and priorities are playing a game here…. it will take some months unless a prominent demand shall arise sooner.

3. different permissions:
currently we have but two levels of UpiCRM permissions :
UpiCRM user
UpiCRM administrator

UpiCRM users can only manage / view leads that are assigned to them, while admins can view / manage all leads.
Please have a look at this thread here:
https://wordpress.org/support/topic/feature-requests-permissions-restrictions-and-contact-history?replies=2

we have a more granular definition/development for permissions management, specifically designed for a corporate with a sales team that is spread across the globe.

We’ll be happy to share this information/spec with you and receive your feedback, as well as prioritize our schedules / roadmap based on your needs.

Please contact us on our web site –

http://www.upicrm.com

Hi, and many thanks for your post.

Actually, every feature you just asked for is on our roadmap… already defined and scheduled.

The users rights we had on plan for last month for a customer but eventually the budget was cancelled.

The development of lead to customer with activity log and remarks and more – we hope to release in a couple of weeks.

If you want us to share our definitions so you might add or comment – please share your email address with us and we’ll happily send it to you.

Again, many many thanks. Its based on the community’s feedback that we’re growing our solution and every one counts.
Uri