Extended CRM for Users Insights
Extends the default CRM functionality and user management of the Users Insights plugin with the following features:
- User Notes: adds an option to create sticky notes. Each note in the user profile section has an option to be sticked to top. The sticky notes are in a different color so they can be different from the regular notes.
- User Notes: adds a “Last Note Date” field to the Users Insights users table. It shows the date of the last note and allows to order and filter the user list by the last note date. This can be useful for the user management if you need to see the latest user notes.
- User Notes: adds a “Note Content” filter that allows searching by note content
- Custom User Fields : improves the creation and management of the custom user fields by adding an option to select existing user meta keys. It lists all of the existing user meta keys, except the WordPress core keys and the private keys (starting with _). Just like the regular custom user fields, you can use these custom fields to filter or order the user list.
- User Groups: adds an option to select an icon when creating a user group. After that, the group is displayed with the icon in the users table and user profile section. The group icons can be managed from the User Groups section of Users Insights.
- User Groups: extends the default color options with darker colors, so that when icons are used for user groups, they can be better visible with darker colors.
Extended CRM for Users Insights on GitHub – help us improve Extended CRM for Users Insights, pull requests are welcome on GitHub
Download & install the zip archive
The plugin package installer can be downloaded from the WP2E project tab called “code”.
1 – Select the version to download if this option is available otherwise the “latest” version of the main plugin will be used.
2 – After downloading the zip archive install the plugin package installer in you local environment and activate the script from the plugin list.
3 – Under the section “Plugins” of the admin dashboard you should see a new “Dependencies & Licenses” link. Follow the instructions from this panel to finalize the installation of the missing dependencies.
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- Give a name to your project
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- Download the Installer Package
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- Install & activate the plugin locally
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- Install the suggested dependencies
Tips: Use the WP2E panel to add/suggest new dependencies to the local installation. Press F5 in the list of dependencies if the changes are not displayed right away.