Using CRM to store customer documents
What would be necessary to store externally created documents for customers? I'm thinking about manually signed contracts or other manually written/signed documents. Ideally, they should be stored primarily for backend-access but also available in customer portal/profile pages.
Are there any ideas on how to realise it?
Daniel Knabl just asked the same thing couple of days ago 🙂 https://community.wpmanageninja.com/portal/space/fluent-crm/post/feature-request-contact-documents
Natascha Vantuykom Fluentwiz is working on developing a solution for that. You can followup with me.
Mahmudul Haque :-) sounds great!
Daniel Knabl I'll probably be putting something like this together for a friend's site soon. I'm thinking of using a multi-line custom field with a specific structure (probably comma separated) then writing logic to split the string and display all of the documents.
Looking to use the rendering logic in a custom fCRM profile section, and in user account pages on frontend.
A little hacky, but maybe the idea is useful and might inspire someone else to come up with something better hahaha
Daniel Knabl this is how a quick implementation of this hacky idea turned out looking. In this case I separated on "~~" so that commas can be used within the string without interrupting the string splitting and rendering logic
For something more structured - you could use an ACF field group on user accounts, but I think that would only be effective with a repeater (ACF pro only) and I don't want to pay so I'll stick with my hacky solution hahaha
Hope you find the right solution for your use-case 🌟
Jesse Benjamin cool approach. Will you store files in your media library or somewhere outside? How will you make sure, noone without permission will be able to access/download these files?
Daniel Knabl for my friend's site here there's no sensitive information, it's more of a convenient reference for customers and staff to see a history of photoshoots/documents that have been provided.
Because there will never be any sensitive or important information it'll just be cloud storage links
Makes me think it would be great to have some sort of system where you could store files directly in WordPress and manage access via user roles, FluentCRM tags, and individual users. That's almost certainly beyond my ability but I will mess around and see if I can get anywhere near close!