can’t select client users in subscription rules

  • bostiq

    (@bostiq)


    7 years, 3 months ago

    Hi, so I’m testing this out.

    I created a client in the cmr and a user in WP and gave it a “CMR clients” role.

    I’m not sure if the client record needs to be linked with the WP user, but there’s no clear way to know it or do it.

    when I go to create a subscription rule the CMR sees my admin user, but not the client test user I created.

    Also when I create the invoice and tick the “notify” box, I can only select my own user from the drop-down menu, no test user shows.

    Am I missing somehing? is this the way is supposed to work?

    Thank you for any insight you could provide.

Viewing 1 replies (of 1 total)
  • Plugin Contributor softradeweb

    (@softradeweb)

    7 years, 3 months ago

    Hi, the CRM client role is not used like that. Actually that role will be used in future for other purposes.

    When you create a subscription rule and choose to send a notification to customer, this is done automatically depending on where you are.

    Some examples: if you create a todo/appointment the notification can be sent to users and to the customer. While you have to choose the user(s) you don’t have to select the customer, as it’s the customer you are creating the todo/appointment for.
    When you create the invoice and tick the notify box, you can send a payment notification only to users, not to the customer.
    On the other hand, if you add rows to the document and choose a rule you previously created, and in that rule you had chosen to notify to the customer, an email will be sent to him with the message “expiring service”. This is useful if you sell services (such as hosting or other subscriptions)

    You may want to check our documentation here, still in progress:

    https://softrade.it/eng/wordpress-crm-invoices-plugin/docs/documentation/subscription-rules/

    I hope it’s clearer now, but please feel free to ask more question if you need.

Viewing 1 replies (of 1 total)

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