Can I use default header and footer with WP contacts templates?
We have our own header and footer (as you can see in our demo), however, we include filter hooks for both so you can override and modify them as much as you like to.
PRE-SALES: I trying to determine if I can use this plugin for managing a classmate database for an upcoming class reunion a year from now. It’s just not clear to me yet whether I could display “some” of the fields in the front end so that anybody (not logged in users) could view and sort on the list and view contacts with limited information. Any thoughts? Looks promising… thanks.
For displaying / not displaying certain fields for different roles there are a few ways you can go about it. In our documentation we have some examples using CSS to hide fields, and we also have filter hooks built in as well so you can modify what is displayed for certain users/roles as you see fit.
Well, thanks but I’m not sure that quite answers my question. It may be that this is just a traditional “contact mgr” designed to be accessed by logged in users who can perform a variety of functions as you would expect. We’re looking for a solution to manage a classmate list of about 440 people that we can display in the front end for “visitors” to the site showing 5 or 6 fields at the most, and then just manage it as an admin as we get new information about these people. As much as I like the look and feel of this plugin, I’m not sure it’s designed to do that easily. Am I right or not. “Not” would be great. Thx…
We actually do have a backend option to allow Public Accessible read only access which allows non logged in users to access the system (if that is what you are after). With that setting enabled, you can filter what’s shown or not by the methods that we listed earlier. Yes, WP Contacts does provide the capability to allow read access for non logged in users.
Can I modify “Search By” drop-down ?
The Search section is based off of the fields you create, so the fields you make will go in it. If there’s any you don’t want, you can remove them with the backend CSS settings.
If I want to remove “created_by” from search, how can I do that? I dont see any class associated with it.
You can target the rel attribute to hide dropdowns…
Hi there – I need to be able to sort my contacts by a column that has numbers, but discovered that none of the availble field types allow me to do so properly. For example, when sorting the numbers from highest to lowest, the highest number in my list (95852) does not appear at the top of the column and looks like this: 9996, 9872, 95852, 9815, 9814. Theoretically I could use the ID field whe importing my data to achieve this, but I saw that once the data is imported the ID cannot be changed. Any advice?
Yes, open a ticket with us and we can tell you how (scripthat.ticksy.com). Thanks!
Can you do customization? if yes what would be the charges.
waiting for a reply.
It depends on our availability and what someone is asking to be done. You actually already have a ton of customization capabilities available to you out of the box with WP Contacts, be sure to have a look at our documentation to learn about what you can do.
Hi! Do i have to be logged in to wordpress back end to log in?
I am not able to log in directly.
No, you can log in in either location. Looks like we’ve been responding to your ticket on the subject as well.
In CSS and new Role Management i did not find a solution to change Status dropdown only for admin. Is it possible?
Not totally sure what you are trying to do but you can open a ticket and give us more details about what you are attempting to do at scripthat.ticksy.com. Thank you!
1) Are you able to assign a contact to a WP-User?
For example,when a WP-User logs in, they will be able to see a set of contacts particular to them, rather than having to sift through all the contacts.
2) For the Logging:
2.1) Is there a way to show which filters are used, rather than indicating “Clear Filters”?
2.2) Can you make the “Details” more specific?
For Example, can you search for a particular contact, and then select which details you wish to show the changes of? Show changes for Height? Weight?
2.3) Following from 2.1) Can reports/charts be generated to show results of changes?
3) For the Events:
3.1) Is there a way to tag related WP-Users and Contacts in a specific Event?
3.2) Are reminders/notifications available for that?
The plugin looks great.
4) Is it possible to add another “Notes” type section, but change the name of it?
For example, have another “Notes” section that functions in the same way, but is titled “Daily Report”? Is it possible to have required fields within their report?
5) Is there a way to only allow certain users to make changes to only their contacts?
1. Absolutely, users are WP Users.
2. Logging – filtering is indicated by the sort column being highlighted and searches by the url. The logging details do include all relevant changes for tracking changes.
3. Events can be set to send reminder email notifications and you can add any details you like to the content of the event.
4. Notes section is the notes for a given entry, there is not more than 1 notes section although you can have as many notes as you like and the Notes title can be translated to something else as well.
5. Yes, absolutely.
Please also have a look through our item description, documentation and demo to learn more about WP Contacts.
1) I think I didn’t explain myself… Can contacts in the database be assigned to Users of the System? Almost like tagging a contact with a user so if any changes are made, they are notified.
2) When I search through the logs with a “criteria” or “Word”, it doesn’t show that criteria anywhere after the results are shown. Usually it might say, displaying records containing x and y?
3) Can the email notifications be set to send to Users and Contacts associated with the event?
4) would it be possible to have 2 notes sections, but just rename the second section to something else. This will help with categorising the notes.
OR is there a way to “tag” notes with key words, and make them searchable?
Is there a way to set reminders for Users about their contacts. For example, Remember to Call Bob @ 17:00?
Is this just the event system and creating an event about a contact and assigning it to a user?
Can users make events? Can they then only tag their assigned contacts in there?
Again, thank you for your prompt response
Is there a way to set reminders for Users about their contacts. For example, Remember to Call Bob @ 17:00?
Pre-Sales Questions: How scalable is this? I have about 10,000 or so contacts I’ll need to add. Also, do you have any sort of Google Maps integration, or would that be something I would have to customize myself? Is this compatible with Advanced Custom Fields?
Scalability is determined by your hosting server resources, 10,000 should be fine to work with on decent hosting. We have a google maps field types, have a look at our documentation to get an idea of all of the features. WP Contacts is separate from Advanced Custom Fields.
Another pre-sales question: Say I have multiple databases (e.g. db1, db2, db3) and I wish to allow User-A to have access to db1 and db2 and User-B to have access to db2 and db3. Will this plugin allow for cross-database access from a single user profile?
Yes, you can set access per Database for your users giving them different access levels to each (or none at all).
One more pre-sales question (sorry): I would like to use the plugin as sort of a “light” CRM. Say I have 3 contact databases (one for each region) and 5 different users. I would like to prevent each user from seeing the other user’s comments and attachments. Is there a way to do this out of the box? Otherwise, I will need to set up a multi-site environment and give each of the 5 users their own contact databases. This can become an issue when it comes to scalability. Also, if I want to update the contacts globally, is there a way to do an import without touching the comments/attachments that a user may have added?
Yes, you can prevent users from seeing other users contacts even in the same database, let alone setting up multiple databases…really no need for multisite for that purpose. We include a ton of customization capabilities including an API and Zapier connectivity so doing extended modifications to contacts is available, please have a look at our documentation if you’d like to learn more.
I am interested in this theme. I don`t see a logic to add a completely new page with custom fields? is it possible?
Thank you, WP Contacts is a plugin (not a theme). I’m not sure what you are asking about new pages and custom fields, can you explain?
Some presales questions (sorry if already answered, but difficult to find):
1. Can this be used strictly by admin users? i.e. for our admin users to manage their customer leads, vendor contacts, etc.
2. If the above is true, does it have to be used on front end, or can it be back end access only? I want to ensure none of our customers will be able to view or access this info, and avoid potential hacks.
3. Is there any way to convert these contacts / leads into customers / users in wordpress?
Thank you very much for your time!
1. Yes, you choose which users have access and which do not.
2. Frontend. However, it’s very important to understand authentication is the same mechanism as the admin (backend) since we use WordPress authentication the same way. Users without access cannot view or access unless you explicitly choose to allow read only access to everyone (backend setting).
3. No, we don’t convert leads / contacts to WordPress users automatically.
Hi, this is a presale question i was wondering if this plugin could be used (perhaps in combination with another plugin or by itself) to create a user support system with support tickets for my customers
Please have a look at our demo and documentation to see if WP Contacts will meet your requirements for any features you might need for the system you need.
Very nice product I would like to know if it’s possible to hide the field “Owned by” to certain roles. For example only admin can see this. Thanks for your reply. BR Fred
Yes, it is…have a look at our documentation as we give several examples of hiding things for different roles.
I’m using Version 2.1.2 on my production site and its working fine, however i’ve downloaded the latest version and tested on my development site and its not showing any of my dropdowns under Manage Dropdown Options. Is there a known issue here?
The current version (3.0.6) and dropdowns have been tested to work correctly. Have a look at your server error log and open a ticket if you need some assistance (scripthat.ticksy.com).
Use, by you or one client, in a single end product which end users are not charged for. The total price includes the item price and a buyer fee.
Use, by you or one client, in a single end product which end users can be charged for. The total price includes the item price and a buyer fee.
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