=== Chamber Dashboard CRM === Contributors: cguntur, gwendydd, lisak.social Tags: Chamber of Commerce, CRM, customer relationship management, contacts, contacts directory for membership organizations Donate link: http://chamberdashboard.com/donate Requires at least: 4.6 Tested up to: 5.7 Requires PHP: 7.0 Stable tag: 1.5.6 License: GPLv3 License URI: http://www.gnu.org/licenses/gpl-3.0.html Store contact information about people. Designed to work with the Chamber Dashboard Business Directory so you can associate people with organizations/members. == Description == Chamber Dashboard CRM is a part of the Chamber Dashboard collection of plugins and themes. You can create people records and associate them with members/businesses with a designated role. It is designed to meet the needs of chambers of commerce and membership organizations. = With Chamber Dashboard CRM, you can: = * create a database of the people in your organization * if you have the [Chamber Dashboard Business Directory](https://wordpress.org/plugins/chamber-dashboard-business-directory/) installed, you can associate people with businesses and track their role within the business * keep track of people's activities, such as meeting attendance, event attendance, conversations, donations, etc. * display the people associated with each business/member in the Business Directory * display the people in a certain category * integrate with the Member Updater plugin to let members update their listings * create board/staff member pages You can learn more at [chamberdashboard.com](http://chamberdashboard.com) For full instructions about how to use the plugin, go to [Chamber Dashboard Documentation](https://chamberdashboard.com/docs/plugin-features/contact-management/) == Installation == = Using The WordPress Dashboard = 1. Navigate to the \'Add New\' in the plugins dashboard 2. Search for \'chamber dashboard crm\' 3. Click \'Install Now\' 4. Activate the plugin on the Plugin dashboard = Uploading in WordPress Dashboard = 1. Navigate to the \'Add New\' in the plugins dashboard 2. Navigate to the \'Upload\' area 3. Select `chamber-dashboard-crm.zip` from your computer 4. Click \'Install Now\' 5. Activate the plugin in the Plugin dashboard = Using FTP = 1. Download `chamber-dashboard-crm.zip` 2. Extract the `chamber-dashboard-crm` directory to your computer 3. Upload the `chamber-dashboard-crm` directory to the `/wp-content/plugins/` directory 4. Activate the plugin in the Plugin dashboard == Frequently Asked Questions == = I want the plugin to do _____. Can you make it do that? = Probably! We are definitely interested in making this as useful as possible for chambers of commerce, so please let us know what features you need! You can use the contact form at [chamberdashboard.com/contact](http://chamberdashboard.com/contact) Don't hesitate to [contact us](http://chamberdashboard.com/contact) if you have questions! == Screenshots == 1. Entering people record 2. Displaying board members/staff members on the front end == Changelog == = 1.5.6 = * The people shortcode is now available as a Gutenberg block = 1.5.5 = * Fixed security issues = 1.5.4 = * Added a fix to make the plugin compatible with WP 5.5 = 1.5.3 = * Updated the settings page = 1.5.2 = * Added option to link to people records in Business listings * Removed the category requirement for people shortcode = 1.5.1 = * The technical details page now shows the correct version of the plugin = 1.5.0 = * Updated to work with the latest version of WordPress * Added option to display custom fields on the front end = 1.4.9 = * Works with the latest version of WordPress and Gutenberg. = 1.4.8 = * Updated to work with the new version of Business Directory = 1.4.7 = * Updated some text in the options pages = 1.4.6 = * Added a shortcode to display People Activities = 1.4.5 = * Fixed error showing up when dependent plugins are deactivated = 1.4.4.1 = * Modified the people roles to work with the CRM importer = 1.4.4 = * Connected Businesses can be displayed with the people shortcode * The metabox for connected businesses and connected people shows up below the post area = 1.4.3 = * Removed Freemius Integration * Compatible with WordPress 4.7.2 = 1.4.2 = * compatibility with premium version = 1.4.1 = * Freemius integration = 1.4 = * added filters to display contact information on businesses = 1.3 = * updated settings page to use settings API better * fixed bug on repeating fields on settings page * added actions to work with advanced importer * added shortcode to display people in a given category * added option to display person in business listing = 1.2.3 = * changes to language files to facilitate translations = 1.2.2 = * fixed bug that hid connected businesses = 1.2.1 = * fixed compatibility error = 1.2 = * Increased compatibility with other Chamber Dashboard plugins = 1.1.1 = * Minor bug fixes = 1.1 = * Can now track people's activities = 1.0 = * First release