Settings Page

Now that the plugin is installed you’ll want to head over to the settings and start getting things setup. This section runs through the settings pages of the plugin.

The settings of the Zero BS CRM expand depending on which extensions you have enabled and also as we add new features to the core.

This page will cover the main settings which people ask about.

WordPress Override

The WordPress override puts your own logo on the WordPress login page and hides the WordPress header and WordPress dashboard for Users with ZeroBS CRM roles (more on this later).

You can also choose to disable the front end. This will take anyone who visits your domain directly to the login page.

Screen Shot 2016-05-15 at 10.13.39

General Settings

This is straightforward and whether you want to display the ‘needs a quote’ section.  This lets you see which customers you haven’t sent a quote to yet. Simples.

Screen Shot 2016-05-15 at 10.13.49

File Attachment Settings

Finally, the last setting block on the settings page is the ‘File Attachment Settings’. You can control which file types are allowed to be added onto your CRM. As admin you’re in control. A customer manager role would not see these settings and only be able to upload the file types you permit (more on the user roles later)

Screen Shot 2016-05-15 at 10.13.58

Custom Fields

The custom fields section lets you edit the options of where people have been sourced from as well as adding new custom fields to the quotes or invoice pages.

Screen Shot 2016-05-15 at 10.14.11

Once you have added Custom Fields you can then arrange them using the Field Sorts section.  This section also allows you to hide default fields from the edit customer page.

Each of the fields are drag and droppable to order them as you like. Any custom fields which you’ve added will also show up in the list with (Custom Field) after it.

Updated on June 30, 2017

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