Version 4.5: Workflow

Version 4.5 (August 2019) introduces new ways to share work within a legislative office. Many legislative offices have a point person who manages the legislator’s inbox while other staff members may take responsibility for responses to particular emails and the legislator or chief of staff has responsibility for approving outgoing emails. This release improves support […]

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.