WP Issues CRM — User Resources

NOTICE AS OF AUGUST 23, 2020: This application is being migrated to Azure/.NET. All of the materials on this site are still valid at this time, but WordPress users should know that there will be no further releases of the WordPress plugin. Massachusetts State House users will be migrated to Azure. If you are not a Massachusetts State House user and you need assistance in migration at any time, please call the developer at 617-771-8274 to discuss options or email wp-issues-crm-help@brownsberger.net.

• Overview of functions (video, 3:32)
  • WP Issues CRM is exactly as secure as your WordPress site (video, 3:12)
  • Installing WP Issues CRM (video,1:36)
• Basic Settings for WP Issues CRM (video, 7:26)
  • Configuring email accounts (video, 5:27)
    • Configuring Multisite installations for ActiveSync
    • Using gmail securely — setting up the GMail API
    • Creating custom tabs in the WP Issues CRM inbox
  • Configuring Access to WP Issues CRM Capabilities
• Data concepts in WP Issues CRM — constituents, activities, issues
  • Data Concepts and Email Processing ( video 9:57)
  • Data Concepts and Advanced Search (video 5:59)
  • Classifying constituents and activities
• Uploading data (video, 2:05)
  • More videos about uploading
    • Preparing a constituent list for upload (video, 2:01)
    • Uploading constituents — matching example (video, 3:08)
    • Uploading constituents, activities and issues (video, 5:57)
  • Documentation about uploading
    • The upload facility — overview
    • Alternative file formats for uploads
    • Alternative file layouts for uploads
      • Defining issues and activities in an upload
    • Data validation in uploading — specific fields
      • Data validation in uploading — technical details
    • Matching existing record
  • Sample constituent list — fictional identities for testing upload
• Downloading data
• Handling incoming email (video 7:02)
  • Handling incoming email — full detail
  • Personalizing email — the Dear Token (since 4.4)
  • Workflow in Version 4.5 (August 2019)
• Using Front End Forms with WP Issues CRM
• Purging old data and preparing to load fresh data (video 4:08)
  • Purging old data and preparing to load fresh data (screen shot)
• Latest additions to documentation