Thoughtful configuration of access requires attention to each person’s role and the capabilities given to that role.
Author Archives: wpissues
Personalized Greetings — the Dear Token
In version 4.4, we have brought back the “Dear Token”, so you can personalize greetings.
Mapping Addresses
WP Issues CRM supports the presentation any list of found constituents on maps. You can add layers (like district boundaries) that will be displayed on all maps. If political party is coded, found constituents will show as red, blue or purple. There are three parts to making this work. First, all presentation of maps relies […]
Customizing mail tabs
The WP Issues CRM inbox will, without any customization, segregate any trained messages under the ‘Advocacy’ tab. The advocacy tab is so populated regardless of any further customization below. WP Issues CRM allows you to further segregate messages into custom tabs based on whatever message content or header data you wish to parse. This requires […]
Multisite Activesync configuration
In a multisite installation where all sites are reading email accounts on the same email server, you may wish to control the polling process and the delivery process to manage mail server work load. WP Issues CRM includes a mechanism for managing server work load that is especially tailored for ActiveSync on Exchange. It involves […]
Configuring Secure Gmail Access in WP Issues CRM
WP Issues CRM now supports the Gmail API as one option for reading email. The Gmail API offers connectivity superior to traditional IMAP connectivity. It is a little more secure and also allows WP Issues CRM to present an inbox showing the Gmail tabs. The steps to configuring the Gmail API are truly convoluted, but need only […]
Understanding WP Issues CRM Email Version 3.4 and above
Essentially WP Issues CRM is an email client, an email list manager and a CRM combined in one, using all of the classification power of Wordpress.
The email function supports the automated handling of high volume repetitive incoming correspondence and facilitates follow-up correspondence on issues.
It supports automated reply to learned subjects or texts and automated classification of messages for record keeping.
Using Forms with WP Issues CRM
With WP Issues CRM you can design your own custom front end forms using Contact Form 7 or Gravity Forms, and then feed the data directly into WP Issues CRM, giving you all the power of WP Issues CRM to organize the data and use it for communications. Possible applications include: New case intake Event registration Online […]
Data Maintenance in WP Issues CRM
WP Issues CRM includes data purge functions designed to allow you to refresh data from outside sources.
Importing/Uploading Data in WP Issues CRM
WP Issues CRM provides a robust, transparent and powerful upload facility that works well on servers of all sizes.