WP Issues CRM provides a robust, transparent and powerful upload facility that works well on servers of all sizes.
WP Issues CRM is built around three simple data constructs: Constituents, Issues and Activities. It gives you broad flexibility to use these constructs to record more or less whatever you need to record.
WP Issues CRM gives you all the classification power of WordPress to organize your constituents and their activities.
WP Issues CRM supports financial activity tracking. You could use it, for example, to track contributions. You could then retrieve and download contribution information with all the same flexibility that you have for other activities.
In addition to offering great flexibility in classification, WP Issues CRM allows you to customize all the major option sets in data entry and to customize the content and appearance of online listings of constituents and activities.
When uploading activity records pertaining to multiple issues from an input file, care must be used to understand how the issue field is being mapped.
Most of the time you’ll find the individual constituent or issue you need by using the quick search box in the top bar, but with advanced search you can retrieve complex sets of constituents or activities.
WP Issues CRM gives you full control over whether uploaded constituents will be considered to be new constituents or to match existing constituents in your database and offers multiple match strategies to avoid introducing duplicate records.
All data for uploads is validated according to the same rules that apply when data is input through a WP Issues CRM save/update form.
Overview WP Issues CRM validates input data on multiple levels while giving you considerable flexibility as to the quality and file format of data that you choose to import. WP Issues CRM considers the following questions as it looks at data that you have uploaded and are planning to save in the database. The upload […]