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id:CRM Contacts & Companies

id:CRM Contacts & Companies

By id:Result
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Description

This is first free module from id:CRM to organize and manage contacts and companies with ease. Are you tired of drowning in a sea of contacts and companies, struggling to maintain order? Look no further! We proudly present the id:CRM (Customer Relationship Management) Free Module – your ticket to effortless contact and company organization.

Features

  • Contacts and Companies are made with default WordPress posts so you can easily import your data from csv, xls, xml, json.
  • Creates WordPress users from Contacts so you can integrate your clients list with any other plugin which uses WP users (for example newsletters).
  • Integrated with Contact Form 7. Plugin gets your-name and your-email fileds. Also you can get phone number by using label your-phone.
  • Adaptive and responsive. Use all the functions from mobile without any applications.

Video with functionality:

Features Pro

  • Sending emails from a contact card.
  • Full-featured mailbox in one window with switching between addresses.
  • Statistics on adding leads with dynamics for the current/previous month.
  • Dashboard with all summary data (cases, emails, comments, statistics, etc.).

Video with differences in functionality:

Translations

  • English, always included.
  • Russian, always included.

CHEK ALL THE PREMIUM FEATURES AND PRICING HERE

Screenshots

  • Contacts list.
  • Single contact.
  • Companies list.
  • Single company.

FAQ

How to get phone number from Contact Form 7?

Use field [tel your-phone].

Reviews

There are no reviews for this plugin.

Contributors & Developers

“id:CRM Contacts & Companies” is open source software. The following people have contributed to this plugin.

Contributors

“id:CRM Contacts & Companies” has been translated into 1 locale. Thank you to the translators for their contributions.

Translate “id:CRM Contacts & Companies” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

2.2.3 (02.05.2024)

*

2.2.2 (18.03.2024)

  • Improved: Sidebar paddings.

2.2.1 (28.02.2024)

  • Fixed: Sidebar scrolls.

2.2.0 (13.02.2024)

  • New: Deleting contact from its page.

2.2.1 (28.02.2024)

  • Fixed: Sidebar scrolls.

2.2.0 (13.02.2024)

  • New: Deleting contact from its page.

2.1.22 (02.02.2024)

  • Improved: Contacts linked to Companies via company name instead of id.

2.1.21 (03.01.2024)

  • New: Support of Team & Motivation plugin.

2.1.20 (03.12.2023)

  • New: Support of Contacts surname.

2.1.19 (27.11.2023)

  • Fixed: Redirect to Contacts after signing in.

2.1.18 (07.11.2023)

  • Fixed: Prefix ‘crm-‘ added to Contacts and Companies URL.
  • Fixed: Website search.

2.1.17 (17.10.2023)

  • New: Default user setting for Contacts made with Contact Form 7 integration.

2.1.16 (11.10.2023)

  • Fixed: Contact Form 7 integration.

2.1.15 (19.09.2023)

  • Fixed: Contact Form 7 Leads.
  • Fixed: Plugin settings.

2.1.14 (20.08.2023)

  • Improved: New logos in front and authorization pages.

2.1.13 (10.08.2023)

  • Improved: Support for new version Deals & Documents.
  • Fixed: Breadcrumbs translation.
  • Fixed: Footer styles.

2.1.12 (05.08.2023)

  • Fixed: Styles for Pro version.

2.1.11 (27.07.2023)

  • Fixed: Events order in Contacts archive.
  • Fixed: Contacts/Companies bug with active Rank Math SEO plugin.
  • Fixed: Empty deals in Contacts/Companies are last.

2.1.10 (21.07.2023)

  • New: Add a new deal to the ‘Deals & Documents’ module under Contacts.

2.1.9 (11.07.2023)

  • Fixed: Unauthorized Schedule and Events access.

2.1.8 (10.07.2023)

  • Fixed: New installation jQuery issue.

2.1.7 (26.06.2023)

  • Improved: SVG logos.
  • Fixed: Contacts sorting by Events.
  • Fixed: Columns settings.
  • Fixed: Google Analytics/Yandex metrika excluded from Contacts/Companies page.

2.1.6 (14.06.2023)

  • Fixed: Blocking 3rd party styles and scripts on plugin’s pages.

2.1.5 (12.06.2023)

  • Fixed: Styles and scripts are assigned to the plugin version.

2.1.4 (09.06.2023)

  • Fixed: Sidebar menu behavior inside a Contact or Company.

2.1.3 (07.06.2023)

  • Fixed: Admin account is not being deleted when deleting the default Contact.
  • Fixed: “All” link in Contacts and Companies when no posts inside.

2.1.2 (05.06.2023)

  • Fixed: Translation.

2.1.1 (05.06.2023)

  • Fixed: Contact profile photo.
  • Fixed: Pagination styles.
  • Fixed: Translation.

2.1.0 (31.05.2023)

  • Improved: Search in Contacts and Companies.
  • New: Support for IdCRM Deals and Documents.

2.0.8 (18.05.2023)

  • Fixed: Contact email editing.
  • Fixed: Not count as Lead checkbox in Contact.

2.0.7 (17.05.2023)

  • Fixed: Login form.
  • Fixed: Contact cridentials editing.
  • Improved: Birthday Date field validation.
  • Improved: Comments editing and deleting.
  • Improved: Adding Source and Company for new Contacts.

2.0.6 (28.04.2023)

  • Fixed: Event date and time changing.
  • Fixed: Date and time picker localization.

2.0.5 (19.04.2023)

  • Improved: Files naming.

2.0.4 (19.04.2023)

  • Fixed: Delete WordPress users after deleting Contacts.

2.0.3 (15.04.2023)

  • Fixed: User roles.

2.0.2 (29.03.2023)

  • Fixed: Pro version Email support.

2.0.1 (23.03.2023)

  • Fixed: Filter by Contact in Schedule.

2.0.0 (22.03.2023)

  • Improved: Code separation for Free and Pro versions.
  • Improved: Plugin speed and stability.
  • Fixed: Comments and Notes double click issue.
  • Fixed: New user creation for new Contact.
  • Improved: Contact and Company status as link.
  • Fixed: New Contact status and source bug.
  • Fixed: New Contact status from parent Company.

1.3.5 (31.01.2023)

  • Fixed: Code structure.
  • Fixed: Avoid wp user creation for each contact.
  • Fixed: Avoid wp user creation for each contact.
  • Fixed: Full shcedule event line clickable.
  • Fixed: Datetimepicker icon clickable.
  • Fixed: Translations admin.

1.3.4 (27.01.2023)

  • Fixed: Code structure.

1.3.3 (25.01.2023)

  • Fixed: Redirect from login to contacts when already authorized – in Login.
  • Fixed: White screen on old php version – in Login.
  • Fixed: Breadcrumb start url – in Contacts.
  • Fixed: Create event form date and time fields width – in Single Contact.
  • Fixed: Event text moved from post_title to post_content – in Single Contact.
  • Fixed: Timeline refresh dependency – in Single Contact.
  • Fixed: Note text instead of html – in Single Contact.
  • Fixed: Comments UI structure.
  • Fixed: Events UI structure.
  • Fixed: Contacts UI structure.
  • Fixed: Removed code from Pro.

1.3.2 (20.01.2023)

  • Fixed: Generate lead from CF7 by email or phone – in CF7 integration.

1.3.1 (18.01.2023)

  • Fixed: Tranlation ru Works in – in Single Contact. Again.
  • Fixed: Large text for comment and event – in Single Contact.
  • Fixed: Schedule refresh – in Single Contact.
  • Fixed: Activate and deactivate content generation.
  • Fixed: Web site text with out parameters – in Single Contact.

1.3.0 (13.01.2023)

  • New: Clickable icons date and time picker.
  • Fixed: Works in – in Contacts.

1.2.4 (10.01.2023)

  • Fixed: Default events icons.
  • Fixed: Translation.
  • Fixed: Each company assigned via Id.
  • Fixed: HTML in Notes.

1.2.3 (06.01.2023)

  • New: Gender setting for Contacts.
  • Fixed: Delete/publish permissions.
  • Fixed: Horizontal scrollbar.

1.2.2 (31.12.2022)

  • Fixed: Demo contact/company taxonomy.
  • Fixed: Delete permissions.
  • Fixed: Theme styles.

1.2.1 (29.12.2022)

  • Improved: Data fields in Contact/Company.
  • Fixed: Translation.
  • Fixed: Admin permissions.

1.2.0 (28.12.2022)

  • New: Support user role.
  • New: Get Pro version link.
  • Fixed: Default Lead status for new Contact/Company.

1.1.0 (25.12.2022)

  • New: Schedule and Event types.
  • New: Tables sorting by date, event.
  • Fixed: CSS and JS minor.

1.0.12 (15.01.2022)

  • Fixed: CSS files.
  • Fixed: Add librires for date picker.

1.0.11 (13.01.2022)

  • Fixed: CSS files.

1.0.10 (10.01.2022)

  • Improved: Add events schedule to the single contact page and archive contacts page.
  • Fixed: JS positions.

1.0.9 (26.12.2021)

  • Improved: Add notes to single contact page.
  • Fixed: Design bugs.

1.0.8 (20.12.2021)

  • Fixed: Design bugs.

1.0.7 (15.12.2021)

  • Chnaged: Dispaly names at comments in contacts and companies single pages.
  • Fixed: Admin capabilities at plugin install.

1.0.6 (06.12.2021)

  • Improved: Edit contacts and companies comments from admin page.

1.0.5 (05.12.2021)

  • Fixed: Hide contacts and companies comments from admin page and front pages.

1.0.4 (30.11.2021)

  • Fixed: CRM User capabilites.

1.0.3 (26.11.2021)

  • Translated: Full Russian localization.
  • Fixed: Plugin delete function.

1.0.2 (25.11.2021)

  • Fixed: Untranslated strings.

1.0.1 (22.11.2021)

  • Fixed: Bug with links at Companies list.
  • Improved: Add option to edit Contact from Contact page.
  • Improved: Add option to edit Company from Company page.
  • Improved: Add auto select Company and Contact statuses when add new from lists pages.
  • Improved: Add option to add new Contact from Company page.
  • Improved: Changed comments design.

1.0.0 (05.09.2021)

  • Inital release.

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