Upi's Replies - page 6 | WordPress.org

Forum Replies Created

Viewing 15 replies - 76 through 90 (of 456 total)

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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.] File attachment support

Plugin Author Upi
(@upi)

6 years, 11 months ago

Hi,
if you’re using CF7 + attachment, we’ll be able to store link to the attachment .

if you need anything more advanced please contact us on our site .

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.] Can’t mapped forms fields

Plugin Author Upi
(@upi)

6 years, 11 months ago

Hi,
we have this bug on rare occasions when there a collision with “another” plugin .

can you please try and repeat the process when all other plugins are deactivated ?
Please 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.] Not working with WordPress 5.2.2

Plugin Author Upi
(@upi)

6 years, 11 months ago

Hi, and thanks for reaching out.
We had this issue on another server… so we believe it’s our bug (sorry about that…)

In order to get to the bottom of the issue, our programmers are currently working on this task.

Please hold on, I hope to have a release fixing this issue soon.

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.] Disable Lead Status Change Email

Plugin Author Upi
(@upi)

6 years, 11 months ago

Hi,
I guess the proper user experience solution for this request would be to add checkbox with an option to select/de-select email alerting to new leads , leads update, status changes and “assign to” changes, but regretfully that’s now how it works now.
(we can offer this upgrade as a service – if you’re interested – please contact us on our web site)

I can offer a workaround – simple use the “Don’t send any email alerts” before you start your update session, and be sure to update it when you finish.

Thanks
Uri

Forum: Reviews
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Excelente para equipos de venta

Plugin Author Upi
(@upi)

6 years, 12 months ago

Gracias!! 🙂
thanks for the good words!

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.] Facebook integration

Plugin Author Upi
(@upi)

7 years ago

Thanks Jaime,
I agree with you.
we currently have in beta a Google drive integration solution – so we can export leads from facebook to google drive and then pull it into a UPI installation.

the direct integration with FB seem like a challenge, looks like you need a dedicated server witha fixed IP to approve as an app with FB before you can really connect.

If you have recommendations / suggestion as to how to integrate UPI wit FB – I’d love to hear it.

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.] UpiCRM send lead to SMS gateway via HTTP Post

Plugin Author Upi
(@upi)

7 years, 1 month ago

Hi,
we’re working on a beta web service extension that is more advanced and has also logs per action etc.
please contact us through our web site and we’ll be happy to share this beta with you.

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.] UpiCRM creating multiple leads for multi-stop form

Plugin Author Upi
(@upi)

7 years, 1 month ago

Hello
Regretfully, UPI doesn’t support that. Sorry about that.

Still – if the two entries share some shared id we might be able to add this.

Please contact us on our Web site if you wish to pursue the subject

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.] Plugin Spanish Translation

Plugin Author Upi
(@upi)

7 years, 1 month ago

Hello
please use this link in order to contribute to the Spanish translation
once you add translations – We’ll review and approve:

https://translate.wordpress.org/projects/wp-plugins/upi-crm-universal-crm-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.] Send e-mail template to the lead e-mail if its status was changed

Plugin Author Upi
(@upi)

7 years, 1 month ago

HI,
sorry, but this is not yet implemented.
it will need to be done using the auto lead management – like “if Lead_status changed to “status” then –> send email template to “E-mail” .

sorry about that, we can offer this fix for you, please contact us on our web site if you wish to follow this through.

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.] Slave site form name not appearing at lead management table

Plugin Author Upi
(@upi)

7 years, 1 month ago

Hi,
we have encountered this issue… sorry, looks like a bug that we still haven’t resolved.

With another user- we have implemented a workaround – please try:

1.on the slave site – define a rule – “if form name contains [name] – then change content of “received from” to [name]

2. on the master site – you’ll have the “received from” content representing the form name.

please try and let us know how it worked.

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.] Sending e-mail to the lead contact with its name

Plugin Author Upi
(@upi)

7 years, 1 month ago

Hi,
yes you can!
see the email templates section – down below you can create an email template per your need.
Use the automation screen to send the email to the user based on rules you define.

Enjoy
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.] IS THIS PLUGIN DEAD?

Plugin Author Upi
(@upi)

7 years, 1 month ago

Hello,
our SLA is weekdays , business hours 🙂
if you post on a weekend, it might take a day or two before we reply.

Please be patient and allow us the time to respond…

the plugin has been updated a couple of days ago… and we’re replying to the support questions on our own schedule.

if you need more support or additional features, please contact us on the contact form on our site and we’ll be happy to offer more services…
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.] Notify users manually from admin interface.
Plugin Author Upi
(@upi)

7 years, 1 month ago
hello
when you assign a lead to a UpiUser, by default – an email notification is sent to the user.
Note – smtp setting are different in every hosting server… you need to test with the SMTP solution you’re using to see if and what emails are being sent.

Also – on the Actions column there is the option to notify/request status update from the user the lead is assigned to, it’s the litle question mark “?” in black.
make sure the “actions” column appears on you leads table (choose it form the “choose fields to to display” drop down list.)

if you share more information we’ll be happy to assist.
- This reply was modified 7 years, 1 month ago by Upi.
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.] Got “WP MAIL SMTP”, but it won’t send leads to users.

Plugin Author Upi
(@upi)

7 years, 1 month ago

please share your users configuration
did you assign UpiUSER roles to users? (on the wp user profile setting)

thanks
Uri

Viewing 15 replies - 76 through 90 (of 456 total)

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