November 13, 2014 at 1:22 pm 30368
|Sekander Badsha||Hi, We are new users of this plugin and we wonder about client set up. As we understand it clients are registered one by one and not by company assignment. Is it possible to create a catagory for each customer and assign clients to that company? We would like to add company info etc and then add different users to that customer? Thanks! /Mikael|
November 14, 2014 at 2:39 pm 30457
Currently we have not this feature right now. We have plan to implement this feature in near future.
Thank You. 🙂
November 14, 2014 at 6:48 pm 30476
Ok thanks , but can you develop what you mean by near future, is it in a couple of moths, year?
November 22, 2014 at 6:10 pm 30962
Can you please describe your idea a bit more? Are you asking for additional fields in the profile and make a company profile (group) and assign users to that?
December 2, 2014 at 1:31 pm 31592
We have different clients (companies) with diferent contact persons. If I create an invoice in wp-proj I would like to be able to select a pre defined client. And the best thing would be if I could assign client when making the project and that this then is reflected when creating an invoice.
This way we can collect client information, address, etc for a given client and assign project members within that client etc.
December 2, 2014 at 5:59 pm 31620
Also we are working with different clients and we need each client to have an admin who should be able to see all projects belonging to that client. As project members can only see their own projects.
This could also be solved if we had a client item and that each project belongs to a client.
December 11, 2014 at 1:33 pm 32138
You can make a project template = a project, that you can copy for future use.
Like- make a project named “Lorem Ipsome”
After that you can always copy that project (Lorem Ipsome) to get the same format and co-workers every time.
If the above soltion does not fit for you, you have to hire a developer to make this feature for you.