Discussion on Advanced Client Manager for WordPress

109 comments found

  • Bought between 1 and 9 items
  • Has been a member for 0-1 years

It would be great if client in the client area could send a message, or comment on the project… So the project manager and client can collaborate some how (If it was possible to upload files that would be awesome too)

Is that possible?

Thanks in advance

lakedesign_nl

Hi, currently it is not possible to send a message or leave a comment behind on the project page. Also adding files is not supported. Thanks for your feedback.

  • Bought between 100 and 499 items
  • Has been a member for 3-4 years

I liked the product. A long time ago I’m looking for a simple CRM.

I am looking for two additional features to your product. They are:

1) A product file would facilitate the inclusion of items.

2) Option to issue invoices and estimates. One option would be to have more than one template (header and footer) to the case to issue an invoice or a quote.

Or invoice status could contain the quote description.

lakedesign_nl

Thank you for your feedback, these options are not present in the plugin, but I will put it on the wanted list :)

  • Bought between 100 and 499 items
  • Has been a member for 3-4 years

Not have the option of sending the invoice by email?

lakedesign_nl

No, this option is not supported. It is on my todolist, because there were multiple requests for this option.

  • Exclusive Author
  • Canada
  • Bought between 100 and 499 items
  • Has been a member for 6-7 years

Would love to purchase this plug-in for an upcoming project but unfortunately I need the ability for the admin/client to add comments to the projects (and show the description text for the project)

Would these features be planned for an update in the near future?

lakedesign_nl

They are on the wanted list, but whether these specific functions will be implemented in one of the future releases is not sure.

  • Bought between 10 and 49 items
  • France
  • Has been a member for 1-2 years
Yogiboo Purchased

Hi, SInce the last upgrade with tax rate percentage with decimals, I can’t create new contact. Let me explain, when I create a client, I go on contact tab, then click on ‘new contact’ button, but I’ve a blank page. After Chrome, I try on FIrefox…but did’nt improve. I’m not sure it come from the update because I didn’t add a client for months. Did you experience this and solve it ?

lakedesign_nl

I have sent an email with the possible solution :)

Yogiboo
Yogiboo Purchased

Thank you. That’s fine now.

  • Referred between 1 and 9 users
  • Sold between 100 and 1 000 dollars
  • Exclusive Author
  • Bought between 10 and 49 items
  • Has been a member for 1-2 years
  • Russian Federation

This plugin is fine but it would be great if you could add more options for payment gateway such as skrill, 2checkout, payoneer and etc

  • Bought between 1 and 9 items
  • Has been a member for 2-3 years

hi, I am interested in using only the invoice feature of this plugin on my site, and not “client progress” or project status. So on the portal page, I would only want the client to see the invoices (paid and overall) not project status. Is that possible?

  • Australia
  • Bought between 50 and 99 items
  • Exclusive Author
  • Has been a member for 4-5 years

The design of the invoice conflicts with the theme css files. Is there any way around this?

lakedesign_nl

Have you checked if the problem still occurs after you have deactivated the Client Manager. If it does it’s another plugin that causes these problems. If it doesn’t, then you have to send me an email trough my profile page with additional information so that I can look at this conflict.

  • Bought between 50 and 99 items
  • Has been a member for 3-4 years

Hi, I need to insert and item with a negative unit price (es -900€) and this value should be subtracted in the main invoice. Is it possible to do this with a simple hack? Thank you. Luca

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