Horje
CRM for offices that receive and respond to high-volume correspondence from broad constituencies.

Noted That:

  • To install correctly this wp-issues-crm.zip.
  • Fisrt Download the wp-issues-crm.zip to your computer
  • Extract/Open wp-issues-crm.zip to Your Computer.
  • Then, Find readme.txt file inside wp-issues-crm.zip and Open readme.txt.
  • Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
  • Then, Follow the the Tips Below.

Start the Tips:

1. First Download "wp-issues-crm.zip" Plugin to your Local Computer. (Click Download)

2. Then, Login to your "yourdomain.com/wp-admin" Dashboard.

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3. Then, Click on "Plugins" + "Add New" from left sidemenu of Dashboard.

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4. Now, Click on "Upload Plugin" button.

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5. Now, Browse "wp-issues-crm.zip" Downloaded plugin from your computer, Where you downloaded wp-issues-crm.zip According to Step – 1 Above then, click on "Install Now"

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6. Now, Click on "Active Plugin"

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7. Then, See left sidemenu. "WP Issues CRM" folder is added on left sidemenu. Now, Click on "WP Issues CRM" folder.

   Noted that: If you do not see "WP Issues CRM" folder on left sidemenu then, see at left sidemenu "Settings" or "Tools".

8. Now you configure yourself oR Watch video tutorial below about WP Issues CRM Configurtions and Settings or How to work "WP Issues CRM" in your WordPress site.

 

oR

After Activated Plugin According to Step-6 then,

  1. Go to "Plugins" + "Installed Plugin" from Wordpress Admin Panel Leftside Menu.
  2. or Direct go to: https://yourdomain/wp-admin/plugins.php
  3. Then, Find "WP Issues CRM" Activated Plugin from Plugin List.
  4. Then, Click on "Settings" from Plugin that is WP Issues CRM
  5. Now, Edit/Add/Config the setting and Click on "Save Changes" button,
WP Plugin Setting



Guide
  1. Load WP Issues CRM through the Add New ‘Plugins’ menu or install the zip file in the plugins directory.
  2. Activate the plugin through the ‘Plugins’ menu in WordPress.
  3. Go through the WP Issues CRM Configure page and make basic configuration decisions.
  4. Consider your office use of information and add any necessary constituent fields under Fields.
  5. If you are adding some “Select” fields — some typology like political party — define the options under Options.
  6. TIP: Before adding new fields, consider whether you can just use WordPress categories or tags — if you enter activities for constituents, they each get assigned to an “Issue”, which is just a WordPress post. Activities can be classified and retrieved using the WordPress categories and tags assigned to their issue.
  7. If you are planning to import data from an existing CRM, redefine WP Issues CRM standard option sets like Email Type for consistency with your previous system.
  8. Use the powerful WP Issues CRM upload subsystem to import data from your current CRM and/or from external sources.
  9. Configure your IMAP connection so you can read and parse incoming email directly into your database.
  10. Configure your SMTP connection so you can send email through your preferred delivery platform.
  11. Create interfaces to existing forms to bring your data back to WP Issues CRM.

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Reffered: https://wordpress.org/

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