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[Gelöst] i like to create crm with toolset is possible?

Dieser Thread wurde gelöst. Hier ist eine Beschreibung des Problems und der Lösung.

Problem:
I like to create CRM with a toolset is possible.
but I need also to display in back end results from customers can do that with Tooset
i like to make something like project manager
Solution:
Unfortunately, there is no native feature in Toolset to integrate our plugins with a CRM system. The whole scope might need custom programming at many points which you will require to handle. You need to identity first and analyse the scope first by checking what things you can do with Toolset and what will require custom programming or you might need to use different plugin.

But as a suggestion, one possibility you have is to use the wpfusion service: https://wpfusion.com/
Relevant Documentation:
They have several integrations with CRM systems: https://wpfusion.com/documentation/faq/crm-compatibility-table/, and it even has an integration with Toolset, for example: https://wpfusion.com/connect/connect-toolset-types-to-jackpack-crm/

This support ticket is created vor 3 years, 1 month. There's a good chance that you are reading advice that it now obsolete.

This is the technical support forum for Toolset - a suite of plugins for developing WordPress sites without writing PHP.

Everyone can read this forum, but only Toolset clients can post in it. Toolset support works 6 days per week, 19 hours per day.

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Dieses Thema enthält 10 Antworten, hat 2 Stimmen.

Zuletzt aktualisiert von Mateus Getulio vor 3 years, 1 month.

Assistiert von: Mateus Getulio.

Author
Artikel
#2591001

I like to create CRM with a toolset is possible.
but I need also to display in back end results from customers can do that with Tooset
i like to make something like project manager

#2591381

Mateus Getulio
Unterstützer

Sprachen: Englisch (English )

Zeitzone: America/Sao_Paulo (GMT-03:00)

Hey there,

Thanks for your contact and welcome to our support forum!

Unfortunately, there is no native feature in Toolset to integrate our plugins with a CRM system. The whole scope might need custom programming at many points which you will require to handle. You need to identity first and analyse the scope first by checking what things you can do with Toolset and what will require custom programming or you might need to use different plugin.

But as a suggestion, one possibility you have is to use the wpfusion service: versteckter Link

They have several integrations with CRM systems: versteckter Link, and it even has an integration with Toolset, for example: versteckter Link

I hope that the information above helps you to build the project. Please let us know if you still have doubts about the subject.

Regards,
Mateus.

#2591567

No I don't want to connect with any crm platform I like to make with toolsets and display at backend with wordpress like table I like to make my self system user for service product

#2592007

Mateus Getulio
Unterstützer

Sprachen: Englisch (English )

Zeitzone: America/Sao_Paulo (GMT-03:00)

Hello there,

Thank you for the clarifications.

In this case, it depends. Could you please give me more information about the project that you want to build? Then I'll be able to know better if Toolset can help you achieving this, or if a custom work is necessary.

Please keep us posted. Thanks!

#2592757
Screenshot_13.png

whe try to donload manual the files i have this error pls fix it cant download the products

This XML file does not appear to have any style information associated with it. The document tree is shown below.
<Error>
<Code>AccessDenied</Code>
<Message>Access denied</Message>
</Error>

Neue Threads, die von Mateus Getulio erstellt wurden und mit diesem verbunden sind, sind unten aufgeführt:

https://toolset.com/de/forums/topic/split-i-like-to-create-crm-with-toolset-is-possible/

#2592959

i make 1 video for bugs to see what happen now url download working
versteckter Link

#2592977

look pls 1 more video to see 1 more bug

versteckter Link

#2593117

Mateus Getulio
Unterstützer

Sprachen: Englisch (English )

Zeitzone: America/Sao_Paulo (GMT-03:00)

Hello there,

Thanks for your reply.

I watched the videos but I'm still a bit confused with what's the exact issue here. May I kindly ask you to point us to the exact step-by-step in order to replicate the bug/problem you're facing?

Also, I would like to request temporary access (wp-admin and FTP) to your site to take better look at the issue. You will find the needed fields for this below the comment area when you log in to leave your next reply. The information you will enter is private which means only you and I can see and have access to it.

Our Debugging Procedures

I will be checking various settings in the backend to see if the issue can be resolved. Although I won't be making changes that affect the live site, it is still good practice to backup the site before providing us access. In the event that we do need to debug the site further, I will duplicate the site and work in a separate, local development environment to avoid affecting the live site.

Privacy and Security Policy

We have strict policies regarding privacy and access to your information. Please see:
https://toolset.com/privacy-policy-and-gdpr-compliance/#data-shared-with-our-support
**IMPORTANT**

- Please make a backup of site files and database before providing us access.
- If you do not see the wp-admin/FTP fields this means your post & website login details will be made PUBLIC. DO NOT post your website details unless you see the required wp-admin/FTP fields. If you do not, please ask me to enable the private box. The private box looks like this: versteckter Link

Please, let me know if you need any additional details. Have a nice day.

#2593175

Mateus Getulio
Unterstützer

Sprachen: Englisch (English )

Zeitzone: America/Sao_Paulo (GMT-03:00)

Hello there,

Thank you for providing the credentials.

We have double-checked the videos and most of the behaviors you showed there are expected, actually. When connecting a post type with another one, you only have the possibility to search for the title of the post type, and not its custom fields.

The only issue that it really seems a bug is the one with the button block: "This block has encountered an error and cannot be previewed."

I have already reported this to our second tier team and we're checking internally if we have another reports of this issue, I'll let you know as soon as possible.

Furthermore, please let's focus in one issue per ticket. You have brought so many questions, issues and 'bugs', but I'm not sure what exactly to look into. I kindly ask you to keep only one question/issue in this ticket, and if you need help to a different issue, please open another ticket.

Thanks for your understanding.

#2593809

Mateus Getulio
Unterstützer

Sprachen: Englisch (English )

Zeitzone: America/Sao_Paulo (GMT-03:00)

Hello there,

Thanks for your patience.

Please check the errata page for the button block bug: https://toolset.com/errata/broken-block-when-expanding-style-settings-panel/

As soon as possible, we'll publish the version that corrects it. In the meantime, I'll set our ticket here 'fixed in next release'.

Thanks for your understanding!

#2597369

Mateus Getulio
Unterstützer

Sprachen: Englisch (English )

Zeitzone: America/Sao_Paulo (GMT-03:00)

Hello again

I wanted to let you know that we published plugin updates today that include a fix for this issue (specifically Blocks 1.6.7).

If the updates do not show up on your plugin installer page (Plugins -> Add New -> Commercial tab), please click the the Check for Updates button to update the list.

Or you can download the latest versions from your accounts page: https://toolset.com/account/downloads

Please keep us posted. Thank you.