Upi's Replies - page 8 | WordPress.org

Forum Replies Created

Viewing 15 replies - 106 through 120 (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.] possible to use the web service to post to another UpiCRM?

Plugin Author Upi
(@upi)

7 years, 3 months ago

Of course – remove all UpiCRM database tables…

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.] possible to use the web service to post to another UpiCRM?

Plugin Author Upi
(@upi)

7 years, 3 months ago

Hi
I would try to uninstall , remove all database tables manually, and install again.
Can you try that, do you database access?
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.] possible to use the web service to post to another UpiCRM?

Plugin Author Upi
(@upi)

7 years, 3 months ago

Hi

Thanks for the detailed information.

I’m thinking primarily about this:
“changes saved successfully”, but the entry does not appear in the UpiSlave table”

This must be saved so that the verification should work.

I would try disabling all plugins, try again, and make sure the parameters are saved.

Can you please give it a try?
Please let me 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.] possible to use the web service to post to another UpiCRM?

Plugin Author Upi
(@upi)

7 years, 3 months ago

Hello
Why not using the default lead aggregation mechanism? It’s working ? It’s working very good.

If you still want to use web service please contact us at our website and I’ll send you an extension we’re using.
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.] Not Importing

Plugin Author Upi
(@upi)

7 years, 3 months ago

HI
are you using the excel template file from Upi plugin ?
can you share a creen capture of the fields mapping ?

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 issue – Routing Rules not written to routing table

Plugin Author Upi
(@upi)

7 years, 3 months ago

Hi
two things to check:
1. are you hitting “save” on the right button? please share screen capture.
2. collision with “other” plugins” – please turn off all “other” plugins, try again and let us know.

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 Field

Plugin Author Upi
(@upi)

7 years, 3 months ago

Hi
not a bug…. usability (be it better or worse…)
you can add remark on the lead management screen – then be sure to click on the save icon (little floppy disk icon) on order to save your comments.

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.] Leads Management didn work

Plugin Author Upi
(@upi)

7 years, 3 months ago

HI
can you please turn off all “other” plugins, and then try to activate only UPICRM ?
does error still occur?

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.] Dashboard Missing Categories

Plugin Author Upi
(@upi)

7 years, 4 months ago

hi,
you have a dropdown menu just above the table with the label “Choose Fields to display:”

you can choose your additional fields using this menu.

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.] Using function upicrm_hook($lead_id) to submit to external DB

Plugin Author Upi
(@upi)

7 years, 4 months ago

Hello
we’ll be releasing a newer wrapped extension of the web service component, with proper docs , in a week or two… please hold on.

if you wish to beta test the new component – please contact us trough 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.] Web Service Map Fields to Parameters
Plugin Author Upi
(@upi)

7 years, 4 months ago
Hello
we’ll be releasing a newer wrapped extension of the web service component, with proper docs , in a week or two… please hold on.

if you wish to beta test the new component – please contact us trough our site.

Thanks
Uri
- This reply was modified 7 years, 4 months 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.] Add leads manually?

Plugin Author Upi
(@upi)

7 years, 4 months ago

Hello
first – thanks for contacting us!

please have a look – on our homepage – https://www.upicrm.com/
you have two videos + you can access the docs section on our site.
I hope it helps.

about adding entries – we simply suggest to build a data entry form on a page of the site (password protected..) so you can use it to add entries to UpiCRM (a bit crude – but works efficiently….)

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.] 20 Duplicate Entries

Plugin Author Upi
(@upi)

7 years, 4 months ago

Hi,
looks like we’ll need support on this one
can you use our support form 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.] Email Notification variable for lead management comment?

Plugin Author Upi
(@upi)

7 years, 4 months ago

Hi
I guess you’re talking about either

[field-Message subject]
or
[field-Message details/Remarks]

please try and let us know

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.] Using function upicrm_hook($lead_id) to submit to external DB

Plugin Author Upi
(@upi)

7 years, 4 months ago

for external DB’s , we recommend using the 2 step web service.
have you tried it?

Viewing 15 replies - 106 through 120 (of 456 total)

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