Support » Installing WordPress » Need info about jet CRM pro features

  • mohib143

    (@mohib143)


    In jetpack CRM plugin. Can I add multiple agents and assign them client users. So agent users/admins can manage their assigned client users. For example create invoice for particular client user and only that agent user can view that invoice and the client user can see it in their client account. I want to buy it.

Viewing 5 replies - 1 through 5 (of 5 total)
  • Moderator James Huff

    (@macmanx)

    Volunteer Moderator

    I recommend getting in touch with Jetpack CRM’s pre-sales support about this via https://kb.jetpackcrm.com/crm-support/

    Thread Starter mohib143

    (@mohib143)

    Thanks for the suggestion. i already dropped them a message. But no reply from them as yet.

    Moderator James Huff

    (@macmanx)

    Volunteer Moderator

    If it was via their pro support, they’ll reply as soon as they can.

    If it was via the forums, this is your first and only thread here.

    iamkenrocks

    (@iamkenrocks)

    Hello @macmanx,

    Jetpack CRM for WordPress primarily focused on basic CRM features, such as managing contacts and leads. It might not have had built-in features for assigning specific agents to manage clients and create individualized invoices.

    To find out if Jetpack CRM now supports the features you’re looking for, you can do the following:

    1. Check the Documentation: Go to the official Jetpack CRM documentation. Look for information on features related to assigning agents to clients and managing invoices for specific users.
    2. Contact Support: If you can’t find the information in the documentation, reach out to Jetpack CRM’s support team directly. They can provide the most current details on what the plugin can do.
    3. Check for Updates: See if there have been any recent updates to the Jetpack CRM plugin. Developers often add new features in updates, so this is worth checking.
    4. Community Forums: Explore any community forums or discussion boards related to Jetpack CRM. Other users might have shared tips or workarounds for specific functionalities.

    Remember that software can change, and new features may be added over time. For the most accurate and up-to-date information, refer to the latest documentation or get in touch with the plugin’s support team.

    Best,

    Moderator James Huff

    (@macmanx)

    Volunteer Moderator

    Hi @iamkenrocks though we don’t discourage the use of ChatGPT on these forums, we do ask that you:

    1. Ensure that your answers are correct.
    2. Ensure that you’re replying to the correct person.

    Your answer is neither correct nor directed at the right person.

    Please take better care next time.

Viewing 5 replies - 1 through 5 (of 5 total)
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