=== Plugin Name === Contributors: renaudham Donate link: Tags: CRM, application, custom post_type, custom field Requires at least: 3.1.0 Tested up to: 3.1.1 Stable tag: 1.032 Create Applications, with Data modules as Post types, custom fields, column listing, filtering search, tabs... Specific Edition: demo CRM == Description == = Application Maker | CRM Edition = Version: 1.032 Beta Release | CRM Edition | Last update date: 29th april 2012 SEND US YOUR FEEDBACKS AND IDEAS > We are continuously upgrading and improving the system, any comments welcome... CRM EDITION : **Features: -Accounts - Contacts - Leads - Potentials (=Opportunities) - Tasks - Events - Call Logs - Archives Emails . Added recently: Cases, Email Templates and sending Newsletters (to a contact, account, lead) **sub Features: -Files - Comments (Ajax) - Assign to - Notifications alert emails - customs tags and custom categories for each data type. - Childs data grids -Convert a Lead to Account+Contact **Special UI - Added recently: NEW special AJAX Datagrid, replacing the classical WP post list (functionnal fo the current version but in development to add a lot of filters and advanced search) - Multi levels tabs - Categories in Accordions - Create categories via a layer ajax form - Main WP post types data list with custom columns - Advanced search on the WP post data list = Status: = usable for live web site, with restrictions: We use it on our own website with no apparent issues, but we don't guarantee it 100% free of bugs = Recently updated: = -30th apr 2012 > V1.032 > Email Templates and sending Newsletters (to a contact, account, lead) and fixed a bug -29th apr 2012 > V1.03 > Added recently: NEW special AJAX Datagrid, replacing the classical WP post list (functionnal fo the current version but in development to add a lot of filters and advanced search) New module: Case (and case types) -21th apr 2012> V1.027 >Added Won/Lost action button on Potentials, added new fields on Tasks, and some other updates. -14th apr 2012> V1.026 >Updated Notifications Rules... -14th apr 2012> V1.025 >MAJOR BUG FIXED for Windows Apache> plugin folder was not recognized on Windows... -13th apr 2012> V1.02 >MAJOR BUG FIXED > was not working with the DEMO CRM plugin name.... > Was probably not working for anybody... -Added a check to alert in case the User settings disable the rich text editor, or if the default rich text editor is NOT tinyMCE. Our plugin required to have tinyMce rich text editor and will currenlty have a js bug in case not. (we work on finding a way around for a future release) = Goal: = Create Applications, with Data modules as Post types, custom fields, column listing management and filtering search, tabs management in the form... = Specific Edition: = We implement a demo CRM, usable in real, to show the capacities of the plugin. = Demo: = http://apmcrm.15gl.net/wp-admin/ username: admin / password:123456 (please stay clean when entering test content) DEMO is currently disabled = Bug / Issues / questions report = http://www.15greenleaves.com/ask-us/ We have rebuilt this page that was partly broken, please for anybody that tried before to submit a message, come here again and write now to us. = Technical description: = To be done. A lot of different custom fields can be created, as visible in our demo CRM example, plus some fields types that are not shown there. A next realease will show more advanced solutions. In the current implementation, no STUDIO is existing to allow creating online new modules custom post_types, or new custom fields. All is managed in 3 configuration files: -application-maker-custom_applications.php define the 'Applications' and the custom post types 'modules' in each Application. -application-maker-default_fields.php define some default usuals custom fields, planned to be used in any applications.... -application-maker-custom_fields.php define the specific fields necessary for this implementation Applications and Modules. You can play with those files and experiment, and see the power of the system. A full guide will come in the close future to document the usage of those config files for your own applications, and a Studio is planned for later. == Installation == 1. Upload the full folder `application-maker` to the `/wp-content/plugins/` directory 2. Activate the plugin through the 'Plugins' menu in WordPress 3. Eventually add the plugin 'multiple-post-thumbnails' for some specific usage needing multiple featured_images (not necessary for this CRM demo version) == Frequently Asked Questions == To Be Filled soon, please post us questions... http://www.15greenleaves.com/ask-us/ == Screenshots == 1. Accounts example 2. Contacts example 3. Configuration files examples 4. Configuration files examples 5. Configuration files examples 6. Account grid and advanced search 7. Add comments in any records 8. Description RTE field, and chid grids of sub records. 9. Create 'Potentials' under an account/contact (another name for 'Opportunities') 10. Add files and images to any records 11. Create Leads 12. Convert a Lead to an Account and a Contact 13. NEW AJAX DATA GRID (replacing the traditional WP data list... will have new development soon) 14. Create Email Template 15. Send newsletter/email to contac, lead or account == Changelog == = 1.0 = * Released the 1st CRM edition, with the V1.0 of our Application Maker, with more custom fields than previous versions. = 1.01 = Added a check to alert in case the User settings disable the rich text editor, or if the default rich text editor is NOT tinyMCE. Our plugin required to have tinyMce ric text editor and will currenlty have a js bug in case not. (we work on finding a way around for a future release) = 1.02 = 13 apr 2012> V1.02 >MAJOR BUG FIXED > was not working with the DEMO CRM plugin name.... > Was probably not working for anybody... = 1.025 = MAJOR BUG FIXED for Windows Apache> plugin folder was not recognized on Windows... = 1.026 = Updated Notifications Rules... = 1.027 = Added Won/Lost action button on Potentials, added new fields on Tasks, and some other updates. == Upgrade Notice == = 1.0 = First release on Wordpress site, no special notice. = 1.01 = Added a check to alert in case the User settings disable the rich text editor, or if the default rich text editor is NOT tinyMCE. Our plugin required to have tinyMce ric text editor and will currenlty have a js bug in case not. (we work on finding a way around for a future release) = 1.02 = 13 apr 2012> V1.02 >MAJOR BUG FIXED > was not working with the DEMO CRM plugin name.... > Was probably not working for anybody... = 1.025 = MAJOR BUG FIXED for Windows Apache> plugin folder was not recognized on Windows... = 1.026 = Updated Notifications Rules... = 1.027 = Added Won/Lost action button on Potentials, added new fields on Tasks, and some other updates. = 1.03 = Added recently: NEW special AJAX Datagrid, replacing the classical WP post list (functionnal fo the current version but in development to add a lot of filters and advanced search) New module: Case (and case types) = 1.032 = Email Templates and sending Newsletters (to a contact, account, lead) and fixed a bug ``