Is it just me? When I select a tag in the campaign editor, the logic works and I get my 32 contacts, but the tag does not visibly show?

Hello Shahjahan Jewel,

I have already submitted this as a support ticket, but I also wanted to post it here as a feature request because I believe this may affect other FluentCRM users with similar use cases.

I am currently working on a project where FluentCRM Companies are being used to represent schools. The setup integrates FluentCRM with WooCommerce Memberships and Teams for WooCommerce Memberships, and school/member data is synced automatically into FluentCRM Contacts and Companies.

The issue we encountered is that FluentCRM appears to prevent updating a Company record if another Company already exists with the same name. When clicking Update Info, the following error appears:

Company name already exists. Please use a different company name.

I understand why this validation may have been added, but in some use cases, Company names are not globally unique.

For example, schools in different locations may legitimately have the same name, such as:

St. Joseph Elementary School

There may be multiple schools with that exact name in different states, regions, or countries.

In our case, the Company name is not the true unique identifier. The actual identity of each school is determined through stronger identifiers such as WooCommerce Team ID, FluentCRM Company ID, owner information, state/region, and country/region.

This could also apply to other use cases, such as branches, franchises, campuses, districts, partner organizations, or companies operating across multiple regions.

Would it be possible for FluentCRM to allow duplicate Company names, or provide a setting/filter that makes the unique Company name validation optional?

This would make the Company module more flexible for users who need to manage organizations where names may repeat across different locations.

Thanks in advance for considering this.

All the best!

WP 6.9.4
FluentCRM & Pro 3.1.8
Host Rocket.net

I'm getting nothing to edit with. This happens on the live and staging sites.
The preview works though.

How it looks

How the HTML structure looks (I wouldn't know if it's correct, just adding it in case someone else does.)

Console Error:

Uncaught (in promise) Error: A listener indicated an asynchronous response by returning true, but the message channel closed before a response was received

I’m building a private WordPress plugin for our own managed client sites. It reconciles FluentCRM contacts and Fluent Forms submissions into an external reporting/export workflow. It does not modify FluentCRM contact state during export, but it does need to read contact data, contact custom fields, tags/lists, and batch-select contacts with a specific tag/status.

I want to avoid relying on unstable internals if there is a preferred public API surface.

Could you advise on the recommended/stable way for a third-party plugin to do the following?

1. Read a FluentCRM contact by contact ID, including standard fields and custom field values.

2. Read the global FluentCRM contact custom-field definitions.

3. Determine whether a specific contact has a specific tag or list.

4. Query contacts that have a specific tag/list for batch processing.

5. Is direct use of FluentCRM Eloquent models and relationships, such as querying contacts with whereHas('tags', ...), considered supported/stable for plugin integrations, or should that be avoided?

We are currently using the FluentCRM API where available, but candidate discovery by tag is the area where we are unsure whether the model relationship is safe to depend on across FluentCRM updates.

This is for an internal/private plugin, not a public repository plugin. I’m mainly looking for guidance on which integration surface is safest across future FluentCRM releases.

In the campaign reports I am missing a search option for tags to add to a contact who has clicked a link.

It would be very helpful!

My buttons don't work. Since the new update I've decided to just delete all my templates because I thought the problem might be the constant "invalid block" recovery message after just about every other update. So I started from scratch. In the images you can see my problem.

I use this plugin to send simple newsletters. For all the time I've been using FluentCRM, I've never had case where the e-mail shown in the editor, would be somewhat similar to the email shown in my Gmail. Am I doing something wrong?

The images show the problems with block spacing (doesn't work) and changing the background color (defaults to white). There are numerous other problems but I can only upload 4 images.

Fluent CRM is amazing! And even more so since version 3.0. All my email marketing and automation is done with Fluent CRM. However, I've always wished the customer relationship management went further.

If you follow me, you know that with Client Vault, I push the native integrations of WP Managed Ninja products to the limit. I had already developed automations for Fluent CRM, and this time the integration is even more advanced with the arrival of native, private messaging for Fluent CRM.

This is coupled with the secure vault in Client Vault and gives a new dimension to the customer record in Fluent CRM.

I'll let you discover all this with this new version of Client Vault. The plugin is still in its launch phase, but not for much longer. So, if you want to take advantage of double your licenses, as well as significant discounts, now's the time. Don't hesitate.

See you
Client Vault ❤️ Fluent CRM

My Integrately API connection to an instance of FluentCRM lost connection and needs recreating. The 'old' credentials I saved don't work. I deleted the CRM Worker in Fluent CRM and recreated it. However, I cannot see a menu option for Rest API under Settings so cannot create a new Application password. Help. What am I missing please.

For the time being I went into the profile for the CRM Manager under the Users tab and revoked the old application password for Integrately and created a new one.

Just wondering if anyone else out there has a list of short codes/snippets that one can use in the classic editor or the visual editor instead of the Gutenberg block builder?

I would like to deeply customize the look and feel of the elements in dynamic emails... like showing the latest blog posts from different categories with styling beyond that of the default layouts.

Surely I'm not the only one, but I absolutely hate the Gutenberg block editor...but it seems to be the only email builder that you can use to drop in WooCommerce suggested products. Just wondering if anybody's used the code generated by the Gutenberg builder in other builders successfully?