In order to render the created leads, you will need to add the shortcode below within your page: [woffice_crm] Once this shortcode is added to the page, on the front-end you will have a view of the leads that you have added. Below is a sample screenshot: Within the page, you will also have the […]
Navigate to the “Leads” section and click on the “Add Lead” button On the next screen, you will need to fill in the Lead details as outlined below: Client Details Contact Name: Here you will need to fill in the client name Client: Within this dropdown, you will need to specify the type of client. […]
Woffice CRM is the addon that allows you to enhance your Woffice theme with a full-blown CRM, allowing you to manage and operate multiple elements in your business. Requirements Installation
In cases where the Advanced Email is not active, you can alter the WOffice Kanban notification from the Theme Settings. To do so, you will need to: Navigate to the Appearance > Theme Settings > WOffice Kanban > Notification Options Within the “Kanban Status Changed Notification Subject” here you can specify the subject of the […]
As of WOffice 4.2.0, you can now modify WOffice Kanban columns to your preference. This can be achieved from the Appearance > Theme Settings > WOffice Kanban > Column Settings section. Default Columns The default columns are TODO, Active,Urgent and Completed. Adding and Deleting Columns This can be achieved as illustrated below: You can have […]
As of WOffice version 4.2.0, you can now display a Kanban of OKRs you have added. To utilize this feature, you would also need to use the latest version of the Woffice OKRs plugin. Once you have the plugin in place, you can create a new page and add a Shortcode to the page to […]
The WOffice Advanced Email Notification plugin can also be used to alter the notifications on task status changes. This can be carried out by carrying out the following steps: 2. Click on the “Edit” link within the “Kanban status change notification” 3. Within the next screen, you will be presented with the builder. The first […]
1. Purchase and download the WOffice Kanban plugin from here 2. Install the plugin from the Plugins > Add New section 3. Navigate to Unyson > Woffice Projects and activate it 4. Access the projects section and create a new project or select to edit a project of your preference 5. Within the Project options, […]
In cases where the Advanced Email is not active, you can alter the WOffice OKR Objective / Key Result notification from the Theme Settings. To do so, you will need to: Navigate to the Appearance > Theme Settings > WOffice OKR. Here you can carry out the following: Within the “Objective notification Subject”, you can […]
In order to enable BreadCrumbs within your website, you will need to cary out the following: i) Navigate to the Unyson section within your WordPress dashboard ii) Within the section, download and activate the Breadcrumb element: iii) Click on the “Settings” link: iv) On the next screen, specify the desired BreadCrumb texts for the home […]
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