A contact is a person who provides information to you or your organization.
Introduction
WP Easy Contact is an easy to use contact management system which allows to collect, display, and store contact information.
WP Easy Contact is an easy to use contact management system which allows to collect, display, and store contact information.
The following is the definition(s) of the concept(s) covered in the context of WP Easy Contact app:
A contact is a person who provides information to you or your organization.
WP Easy Contact provides access to content based on a user's role in your organization. A role defines a set of tasks a user is allowed to perform and is assigned to a user when he or she registers into the system. Please check the Roles and Responsibilities section of this document to see the available access roles and the functionality they have access to.
Using WP Easy Contact, you can create, modify, delete, and search contact records, associated taxonomies, or relationships.
To create contact records in the admin area:
Alternatively, you can create contact records using the contact entry form in the frontend by filling out the required fields.
Contact Attachment file can be linked to Contacts using the admin backend or using the "contact" entry form in the frontend when creating a new contact. You can upload unlimited number of Attachment.
After the contact is created. Only the users who has "publish" right can upload Attachment using the contact edit screen.
Contacts can be modified by clicking on the "Edit" link under the contact title in the contact list page in the admin area. Make any necessary changes and then click Publish.
In WP Easy Contact, users are only allowed to search contacts they have access to. Users who have access to contacts can search using the filter system in the contact admin area. You can use drag-and-drop admin interface for sorting, creating/saving complex filters, and ordering columns in the entity list pages.
To schedule Contacts for publication on a future time or date in the admin area:
To create a password protected contact in the admin area:
Only an Administrator and users with "publish" right can change the password set for your contact or modify visibility setting by clicking the "Visibility: Edit" link again.
When contact content is password protected, contact title displays the text "Protected: " before the contact Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".
If multiple contacts have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different contacts with two different password, you must re-enter the contact password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.
Contacts can be privately published to remove them from contact lists and feeds.
To create a private contact in the admin area:
Only an Administrator and users with "publish" right for the contact can change visibility setting by clicking the "Visibility: Edit" link again.
Only users with "publish contacts", "edit private contacts", "read private contacts", and "delete private contacts" authorization permission levels can create and see private contacts. Users who have the same access level with the author but have a relationship-limited access of a private contact can not view the content even if they have access rights to the content. User who have access to the content but not limited by a relationship can still see and modify private contacts.
Check Roles and Responsibilities section of this document to see which user roles can privately publish contacts.
To preview contact content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.
To create a draft contact in the admin area:
Once the contact is published the user who created the contact is assigned as the contact author. Contact authors can view and edit the contact. One can change the contact author from the author box. The author box drop down is limited to the users who have contact "publish" right.
You can create connections between Contacts and Tasks by clicking on "Create Connection" link in the "Tasks" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.
After the connection created, you can update or publish your contact. You can create as many connections as you need.
WP Easy Contact Professional supports creating of custom fields. Creating of custom fields provides a quick way to allow you to extend the content with key/value pairs also known as meta data. Custom fields store arbitrary extra information about contacts.
To create a custom fields for your contacts
You can create as many custom fields as you need. If your custom field key may have multiple values, create a new field and use the same key with different values. You can use HTML code in the value box. WP Easy Contact concatenates each value separated with a space character. By default, WordPress shows 30 custom fields in the dropdown list.
Once you create contact custom fields, they are displayed in the frontend. The custom fields are available to be for your forms too. You can enable or disable them in the form layouts from WPEC Pro menu > Settings page > Forms tab . By default all custom fields are disabled.
Contact Tag can be set by typing the desired option in the empty text field and clicking "Add" button in "Contact Tags" box and updating/saving the contact. Setting a value for Contact Tag is optional. Contact Tag is also not organized hierarchically meaning there's no relationship from one Contact Tag value to another.
Contact Tags do not have preset values.
Country can be set by clicking on the desired option in "Countries" box and updating/saving the contact. Setting a value for Country is optional. Country is also not organized hierarchically meaning there's no relationship from one Country value to another.
WP Easy Contact comes with a preset Countries defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Countries.
State can be set by clicking on the desired option in "States" box and updating/saving the contact. Setting a value for State is optional. State is also not organized hierarchically meaning there's no relationship from one State value to another.
WP Easy Contact comes with a preset States defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined States.
Topic can be set by clicking on the desired option in "Topics" box and updating/saving the contact. Setting a value for Topic is optional. Topic is also not organized hierarchically meaning there's no relationship from one Topic value to another.
WP Easy Contact comes with a preset Topics defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Topics.
Contacts can be created through emails by purchasing WPAS incoming email extension. After activation of the extension, incoming email link will appear under WPEC Pro menu in the admin area. WPAS incoming mail extension allows to poll IMAP or POP3 servers, with or without SSL/TLS to receive emails. Polling frequency can be set to allow processing emails in specified intervals.
Using WPAS incoming email extension. You can define specific message processing rules per Contact:
Email processing activity history is recorded for processing errors or validations.
Incoming email settings can be configured by selecting WPEC Pro menu in the admin area and clicking on Incoming email link.
In WP Easy Contact, Contacts are locked during editing, preventing other users from accessing and modifying the Contact.
If a user clicks to edit one of the Contact records that's currently locked they are presented with three options in a pop-up dialog:
The user that has been locked out receives the following dialog, and is no longer able to edit the Contact. It can take up to 15 seconds for the current Contact editor to be notified that another user has taken over.
Using WP Easy Contact, you can create, modify, delete, and search task records, associated taxonomies, or relationships.
To create task records in the admin area:
Alternatively, you can create task records using the task entry form in the frontend by filling out the required fields.
Tasks can be modified by clicking on the "Edit" link under the task title in the task list page in the admin area. Make any necessary changes and then click Publish.
In WP Easy Contact, users are only allowed to search tasks they have access to. Users who have access to tasks can search using the filter system in the task admin area. You can use drag-and-drop admin interface for sorting, creating/saving complex filters, and ordering columns in the entity list pages.
To schedule Tasks for publication on a future time or date in the admin area:
To create a password protected task in the admin area:
Only an Administrator and users with "publish" right can change the password set for your task or modify visibility setting by clicking the "Visibility: Edit" link again.
When task content is password protected, task title displays the text "Protected: " before the task Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".
If multiple tasks have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different tasks with two different password, you must re-enter the task password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.
Tasks can be privately published to remove them from task lists and feeds.
To create a private task in the admin area:
Only an Administrator and users with "publish" right for the task can change visibility setting by clicking the "Visibility: Edit" link again.
Only users with "publish tasks", "edit private tasks", "read private tasks", and "delete private tasks" authorization permission levels can create and see private tasks. Users who have the same access level with the author but have a relationship-limited access of a private task can not view the content even if they have access rights to the content. User who have access to the content but not limited by a relationship can still see and modify private tasks.
Check Roles and Responsibilities section of this document to see which user roles can privately publish tasks.
To preview task content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.
To create a draft task in the admin area:
Once the task is published the user who created the task is assigned as the task author. Task authors can view and edit the task. One can change the task author from the author box. The author box drop down is limited to the users who have task "publish" right.
You can create connections between Contacts and Tasks by clicking on "Create Connection" link in the "Contacts" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.
After the connection created, you can update or publish your task. You can create as many connections as you need.
WP Easy Contact Professional supports creating of custom fields. Creating of custom fields provides a quick way to allow you to extend the content with key/value pairs also known as meta data. Custom fields store arbitrary extra information about tasks.
To create a custom fields for your tasks
You can create as many custom fields as you need. If your custom field key may have multiple values, create a new field and use the same key with different values. You can use HTML code in the value box. WP Easy Contact concatenates each value separated with a space character. By default, WordPress shows 30 custom fields in the dropdown list.
Once you create task custom fields, they are displayed in the frontend.
In WP Easy Contact, Tasks are locked during editing, preventing other users from accessing and modifying the Task.
If a user clicks to edit one of the Task records that's currently locked they are presented with three options in a pop-up dialog:
The user that has been locked out receives the following dialog, and is no longer able to edit the Task. It can take up to 15 seconds for the current Task editor to be notified that another user has taken over.
WP Easy Contact Dashboard offers a drag and drop, real-time interface, showing a graphical presentation of the current status (snapshot), historical trends of your content, and highlighting important information from one place using widgets. Dashboard widgets can enabled or disabled from Screen Options tab.
The following widgets are available:
Widgets provide a simple and easy-to-use way of displaying content and features on your sidebars or dashboard.
Sidebar widgets can be added, removed, and rearranged on the WordPress Administration Appearance > Widgets panel. Dashboard widgets can be enabled or disabled using Screen Options tab in your app dashboard page. All widgets have drag-and-drop functionality.
The following sections list the WP Easy Contact widgets:
Recent Completed Tasks is an entity dashboard widget which is available in WP Easy Contact Dashboard. It shows latest 5 published task records without any page navigation links.
Recent Contact is an entity sidebar widget. It shows latest 5 published contact records without any page navigation links.
Recent Contacts is an entity dashboard widget which is available in WP Easy Contact Dashboard. It shows latest 5 published contact records without any page navigation links.
Integration views combine interrelated views of your content in one page to provide a summary or to highlight essential information.
The following sections list the WP Easy Contact integration views:
"Contact with Map" is a crosstab report. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Contact with Map". You can visit this page to access the view. To display it in another page or post, use [contact_with_map]
shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.
Charts provide a perfect way to visualize data. You can use WP Easy Contact charts to better understand large quantities of data and the relationships between parts of the data.
The following sections list the WP Easy Contact charts you can use:
"Contacts by country" is a pie-3d chart. It is available in WP Easy Contact dashboard with a title of "Contacts by country". If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Contacts by country". You can visit this page to view the chart. To display the chart in another page or post, use [contact_by_country]
shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button. This chart comes with a full width container. All charts adjust to the browser window size changes.
"Contacts by states" is a pie-3d chart. It is available in WP Easy Contact dashboard with a title of "Contacts by states". If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Contacts by states". You can visit this page to view the chart. To display the chart in another page or post, use [contacts_by_states]
shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button. This chart comes with a full width container. All charts adjust to the browser window size changes.
"Contacts by topics" is a pie-3d chart. It is available in WP Easy Contact dashboard with a title of "Contacts by topics". If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Contacts by topics". You can visit this page to view the chart. To display the chart in another page or post, use [contact_by_topics]
shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button. This chart comes with a full width container. All charts adjust to the browser window size changes.
"Contacts by topics by created date last 4 weeks" is a column chart. It is available in WP Easy Contact dashboard with a title of "Contacts by topics by created date last 4 weeks". If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Contacts by topics by created date last 4 weeks". You can visit this page to view the chart. To display the chart in another page or post, use [contacts_bytopic_last4weeks]
shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button. This chart comes with a full width container. All charts adjust to the browser window size changes.
Forms allow users to enter data that is sent to WP Easy Contact for processing. Forms can be used to enter or retrieve search results related to your content.
The following sections list the WP Easy Contact forms:
"Contact submit" form is used for entering contact records from the frontend. You can use [contact_submit]
shortcode to display it in a page or post of your choise as well.
The following are the fields used in the form:
The following table shows the capabilities and the access roles available in WP Easy Contact app. "Red" color means the users who belong to the corresponding role do not have the capability. "Green" color means the users who belong to the corresponding role have the capability.
CAPABILITY | Administrator | Editor | Author | Contributor | Subscriber | Contact Manager |
---|---|---|---|---|---|---|
Edit Tasks | ||||||
Delete Tasks | ||||||
Edit Others Tasks | ||||||
Publish Tasks | ||||||
Read Private Tasks | ||||||
Delete Private Tasks | ||||||
Delete Published Tasks | ||||||
Delete Others Tasks | ||||||
Edit Private Tasks | ||||||
Edit Published Tasks | ||||||
Manage Operations Tasks | ||||||
Edit Contacts | ||||||
Delete Contacts | ||||||
Edit Others Contacts | ||||||
Publish Contacts | ||||||
Read Private Contacts | ||||||
Delete Private Contacts | ||||||
Delete Published Contacts | ||||||
Delete Others Contacts | ||||||
Edit Private Contacts | ||||||
Edit Published Contacts | ||||||
Manage Operations Contacts |
CAPABILITY | Administrator | Editor | Author | Contributor | Subscriber | Contact Manager |
---|---|---|---|---|---|---|
Manage Topics | ||||||
Edit Topics | ||||||
Delete Topics | ||||||
Assign Topics | ||||||
Manage Contact Tags | ||||||
Edit Contact Tags | ||||||
Delete Contact Tags | ||||||
Assign Contact Tags | ||||||
Manage States | ||||||
Edit States | ||||||
Delete States | ||||||
Assign States | ||||||
Manage Countries | ||||||
Edit Countries | ||||||
Delete Countries | ||||||
Assign Countries |
CAPABILITY | Administrator | Editor | Author | Contributor | Subscriber | Contact Manager |
---|---|---|---|---|---|---|
All Relationships are open to public. |
CAPABILITY | Administrator | Editor | Author | Contributor | Subscriber | Contact Manager |
---|---|---|---|---|---|---|
View Recent Completed Tasks | ||||||
Configure Recent Completed Tasks | ||||||
View Recent Contacts | ||||||
Configure Recent Contacts |
CAPABILITY | Administrator | Editor | Author | Contributor | Subscriber | Contact Manager |
---|---|---|---|---|---|---|
All Forms are open to public. |
CAPABILITY | Administrator | Editor | Author | Contributor | Subscriber | Contact Manager |
---|---|---|---|---|---|---|
All Views are open to public. |
Notifications are email alerts WP Easy Contact sends when new modifications, additions or changes occur.
Notifications tab can be accessed from Settings > WP Easy Contact Settings page in the admin area. Using Notifications tab you can:
For notifications to work, you must be able to send emails from the server WP Easy Contact enabled. The following sections list the notifications available for WP Easy Contact:
When any Contact record:
The following get notified:
Plugins are managed from the Plugins screen in the Administration Screens of your WordPress site. All Plugins listed on this screen are found in your wp-content/plugins directory. Each Plugin has a description in its header section of what it does, an author and website to refer to, and a version number. Find WP Easy Contact from the list.
To install your WP Easy Contact Plugin using the built-in plugin installer:
After the activation, the WP Easy Contact plugin setup may display notification asking if you if you'd like to install setup pages or skip setup page installation, click the appropriate button.
To uninstall your WP Easy Contact Plugin using the built-in plugin installer:
WordPress auto-update system displays notification in the Admin Bar and also on the plugins page when new version of the WP Easy Contact is available.
To install the new version, simply hit the "Update automatically" button. WordPress will automatically download the new package, extract it and replace the old files. No FTP, removing old files, and uploading is required.
Administrators can import or export content to/from WP Easy Contact entities using CSV files by clicking on Operations button in entity list pages.
Operations page is divided into Import, Export, and Reset tabs. Import tab is used to visually import existing records into an entity. Export tab is used to export the content of an entity as a CSV file. Reset tab deletes the content of an entity. In reset tab, you can also choose to delete all entity content, relationships, or taxonomies.
Pick the operation you'd like to do and follow the instructions on the screen.
Administrators can show, hide, and resize form elements by clicking on the Settings page under WPEC Pro menu. In addition, form captcha element can be set to "Visitors Only","Always Show", or "Never Show".
Required fields can not be disabled however you can change the column size. The optional fields can be enabled, disabled, or modified to occupy more or less space in the form layout.
Make sure to save your changes after any modification otherwise your changes will not take effect.
Administrators can set global options available for WP Easy Contact. After logging in as administrator, click Settings page under WPEC Pro menu. Modify the ones you want to be changed and click Save button to make changes active. The following lists the available options:
WP Easy Contact can be translated into any language by editing wp-econtact-pro-emd-plugins.pot and wp-econtact-pro.pot files.
Follow the steps below to fully translate WP Easy Contact into the desired language:
Screen Options is displayed as a hanging tab under the toolbar. Click on the Screen Options tab to expand the options available for a particular Screen, check (or uncheck) the desired options, then click the Screen Options hanging tab to collapse the Screen Options. Each screen may have a different set of Screen Options.
Edit page screen options allow the user to decide the edit boxes ,such as taxonomies, relationships or specific boxes such as authors, are presented in the edit area. You can turn on and off the ones that are not needed for a particular edit session.
List page screen options allow users to set the number of records displayed in the list table.
Below is the list of attribute and taxonomy definitions.
A contact is a person who provides information to you or your organization.
The following are the preset values for "Country:"
Afghanistan, Åland Islands, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antarctica, Antigua And Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bhutan, Bolivia, Bosnia And Herzegovina, Botswana, Bouvet Island, Brazil, British Indian Ocean Territory, Brunei Darussalam, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Cape Verde, Cayman Islands, Central African Republic, Chad, Chile, China, Christmas Island, Cocos (Keeling) Islands, Colombia, Comoros, Congo, Congo, The Democratic Republic Of The, Cook Islands, Costa Rica, Cote D\'ivoire, Croatia, Cuba, Cyprus, Czech Republic, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Estonia, Ethiopia, Falkland Islands (Malvinas), Faroe Islands, Fiji, Finland, France, French Guiana, French Polynesia, French Southern Territories, Gabon, Gambia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guernsey, Guinea, Guinea-bissau, Guyana, Haiti, Heard Island And Mcdonald Islands, Holy See (Vatican City State), Honduras, Hong Kong, Hungary, Iceland, India, Indonesia, Iran, Islamic Republic Of, Iraq, Ireland, Isle Of Man, Israel, Italy, Jamaica, Japan, Jersey, Jordan, Kazakhstan, Kenya, Kiribati, Korea, Democratic People\'s Republic Of, Korea, Republic Of, Kuwait, Kyrgyzstan, Lao People\'s Democratic Republic, Latvia, Lebanon, Lesotho, Liberia, Libyan Arab Jamahiriya, Liechtenstein, Lithuania, Luxembourg, Macao, Macedonia, The Former Yugoslav Republic Of, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mayotte, Mexico, Micronesia, Federated States Of, Moldova, Republic Of, Monaco, Mongolia, Montenegro, Montserrat, Morocco, Mozambique, Myanmar, Namibia, Nauru, Nepal, Netherlands, Netherlands Antilles, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Niue, Norfolk Island, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territory, Occupied, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Pitcairn, Poland, Portugal, Puerto Rico, Qatar, Reunion, Romania, Russian Federation, Rwanda, Saint Helena, Saint Kitts And Nevis, Saint Lucia, Saint Pierre And Miquelon, Saint Vincent And The Grenadines, Samoa, San Marino, Sao Tome And Principe, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, Somalia, South Africa, South Georgia And The South Sandwich Islands, Spain, Sri Lanka, Sudan, Suriname, Svalbard And Jan Mayen, Swaziland, Sweden, Switzerland, Syrian Arab Republic, Taiwan, Province Of China, Tajikistan, Tanzania, United Republic Of, Thailand, Timor-leste, Togo, Tokelau, Tonga, Trinidad And Tobago, Tunisia, Turkey, Turkmenistan, Turks And Caicos Islands, Tuvalu, Uganda, Ukraine, United Arab Emirates, United Kingdom, United States, United States Minor Outlying Islands, Uruguay, Uzbekistan, Vanuatu, Venezuela, Viet Nam, Virgin Islands, British, Virgin Islands, U.S., Wallis And Futuna, Western Sahara, Yemen, Zambia, Zimbabwe
The following are the preset values and value descriptions for "State:"
AL | Alabama |
AK | Alaska |
AZ | Arizona |
AR | Arkansas |
CA | California |
CO | Colorado |
CT | Connecticut |
DE | Delaware |
DC | District of Columbia |
FL | Florida |
GA | Georgia |
HI | Hawaii |
ID | Idaho |
IL | Illinois |
IN | Indiana |
IA | Iowa |
KS | Kansas |
KY | Kentucky |
LA | Louisiana |
ME | Maine |
MD | Maryland |
MA | Massachusetts |
MI | Michigan |
MN | Minnesota |
MS | Mississippi |
MO | Missouri |
MT | Montana |
NE | Nebraska |
NV | Nevada |
NH | New Hampshire |
NJ | New Jersey |
NM | New Mexico |
NY | New York |
NC | North Carolina |
ND | North Dakota |
OH | Ohio |
OK | Oklahoma |
OR | Oregon |
PA | Pennsylvania |
RI | Rhode Island |
SC | South Carolina |
SD | South Dakota |
TN | Tennessee |
TX | Texas |
UT | Utah |
VT | Vermont |
VA | Virginia |
WA | Washington |
WV | West Virginia |
WI | Wisconsin |
WY | Wyoming |
Global attributes can be set in the Settings page, Global tab under WPEC Pro menu.
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