WP Easy Contact

Provides easy to use contact and lead management solution with extensive custom reporting capabilities.

Documentation

Author: eMarket Design
Last Updated: 2017-07-13

Introduction

WP Easy Contact is an easy to use contact management system which allows to collect, display, and store contact information.

Concepts

The following is the definition(s) of the concept(s) covered in the context of WP Easy Contact app:

Last Updated: 2015-06-19

Contacts

A contact is a person who provides information to you or your organization.

Last Updated: 2015-06-23

Tasks

Last Updated: 2015-06-23

Content Access

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.

Working with Contacts

Using WP Easy Contact, you can create, modify, delete, and search contact records, associated taxonomies, or relationships.

Last Updated: 2016-05-19

Creating Contacts

To create contact records in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Contacts' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the contact list page.
  4. Start filling in your contact fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set contact taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
  7. After the submission is completed, the contact status changes to "Published" or "Pending Review". Users must have "publish" right to publish contacts. Users who do not have "publish" right can still create contacts; however, these contacts must be reviewed and approved by a user with contact "publish" right. Check Roles and Responsibilities section of this document to see which access groups have contact "publish" right.

Alternatively, you can create contact records using the contact entry form in the frontend by filling out the required fields.

Last Updated: 2015-06-19

Uploading Contact Attachment

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.

Last Updated: 2015-06-19

Modifying Contacts

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.

Last Updated: 2015-06-23

Searching Contacts

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.

Last Updated: 2015-06-19

Scheduling Contacts

To schedule Contacts for publication on a future time or date in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Contacts' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the contact list page.
  4. Start filling in your contact fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set contact taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date Contacts. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the contact to publish at the desired time and date.
  7. After the submission is completed, the contact status changes to "Published".
Last Updated: 2015-06-19

Password Protected Contacts

To create a password protected contact in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Contacts' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the contact list page.
  4. Start filling in your contact fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set contact taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
  7. Enter a password that will be required to view that contact in the text field. The password is limited to 20 characters.
  8. When you are ready, click the "Publish" button (or "Update" if the contact is already published.)
  9. After the submission is completed, the contact status changes to "Published".

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.

Last Updated: 2015-06-19

Private Contacts

Contacts can be privately published to remove them from contact lists and feeds.

To create a private contact in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Contacts' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the contact list page.
  4. Start filling in your contact fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set contact taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Private".
  7. Once you change the visibility to private, the contact status changes to "Privately Published".
  8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the contact can change visibility setting by clicking the "Visibility: Edit" link again.

Who can publish and see private contacts?

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.

Last Updated: 2015-06-19

Previewing 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.

Last Updated: 2015-06-19

Draft Contacts

To create a draft contact in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Contacts' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the contact list page.
  4. Start filling in your contact fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set contact taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Save Draft" button in the publish box.
  7. After the submission is completed, the contact status stays at "Draft".
Last Updated: 2016-05-19

Contact Author

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.

Last Updated: 2015-06-23

Linking Tasks

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.

Last Updated: 2016-05-19

Creating Custom Fields

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

  1. Edit any contact or create a new one in the admin area. You will see the Custom Fields metabox. if you do not see it, enable it from Screen options.
  2. Creating a custom field requires a key and a value. The key is constant, but the value can change for each contact. Click on Enter New link or select a key from the dropdown list.
  3. Enter a value and click Add Custom Field button
  4. Repeat the steps above for creating more fields

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.

Last Updated: 2015-06-19

Setting Contact Tags

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.

Last Updated: 2015-06-23

Setting Countries

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.

Last Updated: 2015-06-23

Setting States

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.

Last Updated: 2015-06-23

Setting Topics

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.

Last Updated: 2015-06-23

Displaying Contacts

Contacts cannot be viewed on the front end and are only available in the admin area to loggin users who has publish rights for Contact items.
Last Updated: 2015-06-23

Email Piping Contacts

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:

  • Deleting emails after creating Contacts
  • Setting maximum number of emails to post: a handy feature exp; if you want to accept specific number of Contacts.
  • Protection against spam or unauthorized Contact creation using email pins, authorized addresses, and banned file names.
  • Allowing visitors(users who do not have publish capability) to create Contacts via email
  • Setting default subject for email without any subject line.

  • Setting separate Contact post statuses for users and visitors.
  • Using shortcodes to categorize emails or to set values.

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.

Last Updated: 2015-06-23

Locking Contacts

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:

  1. Go Back - Return to the Contacts listing.
  2. Preview - Preview the current state of the Contact that's being edited.
  3. Take Over - Lock out the current editor of the Contacts and begin editing. (The other user will receive a notification)

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.

Working with Tasks

Using WP Easy Contact, you can create, modify, delete, and search task records, associated taxonomies, or relationships.

Last Updated: 2016-05-19

Creating Tasks

To create task records in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Tasks' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the task list page.
  4. Start filling in your task fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set task taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
  7. After the submission is completed, the task status changes to "Published" or "Pending Review". Users must have "publish" right to publish tasks. Users who do not have "publish" right can still create tasks; however, these tasks must be reviewed and approved by a user with task "publish" right. Check Roles and Responsibilities section of this document to see which access groups have task "publish" right.

Alternatively, you can create task records using the task entry form in the frontend by filling out the required fields.

Last Updated: 2015-06-23

Modifying Tasks

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.

Last Updated: 2015-06-23

Searching Tasks

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.

Last Updated: 2015-06-23

Scheduling Tasks

To schedule Tasks for publication on a future time or date in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Tasks' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the task list page.
  4. Start filling in your task fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set task taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date Tasks. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the task to publish at the desired time and date.
  7. After the submission is completed, the task status changes to "Published".
Last Updated: 2015-06-23

Password Protected Tasks

To create a password protected task in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Tasks' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the task list page.
  4. Start filling in your task fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set task taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
  7. Enter a password that will be required to view that task in the text field. The password is limited to 20 characters.
  8. When you are ready, click the "Publish" button (or "Update" if the task is already published.)
  9. After the submission is completed, the task status changes to "Published".

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.

Last Updated: 2015-06-23

Private Tasks

Tasks can be privately published to remove them from task lists and feeds.

To create a private task in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Tasks' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the task list page.
  4. Start filling in your task fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set task taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Private".
  7. Once you change the visibility to private, the task status changes to "Privately Published".
  8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the task can change visibility setting by clicking the "Visibility: Edit" link again.

Who can publish and see private tasks?

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.

Last Updated: 2015-06-23

Previewing 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.

Last Updated: 2015-06-23

Draft Tasks

To create a draft task in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Tasks' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the task list page.
  4. Start filling in your task fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set task taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Save Draft" button in the publish box.
  7. After the submission is completed, the task status stays at "Draft".
Last Updated: 2016-05-19

Task Author

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.

Last Updated: 2015-06-23

Linking Contacts

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.

Last Updated: 2016-05-19

Creating Custom Fields

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

  1. Edit any task or create a new one in the admin area. You will see the Custom Fields metabox. if you do not see it, enable it from Screen options.
  2. Creating a custom field requires a key and a value. The key is constant, but the value can change for each task. Click on Enter New link or select a key from the dropdown list.
  3. Enter a value and click Add Custom Field button
  4. Repeat the steps above for creating more fields

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.

Last Updated: 2015-06-23

Displaying Tasks

Tasks cannot be viewed on the front end and are only available in the admin area to loggin users who has publish rights for Task items.
Last Updated: 2015-06-23

Locking Tasks

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:

  1. Go Back - Return to the Tasks listing.
  2. Preview - Preview the current state of the Task that's being edited.
  3. Take Over - Lock out the current editor of the Tasks and begin editing. (The other user will receive a notification)

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.

Last Updated: 2016-05-19

Dashboard

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:

  • Recent Contacts dashboard entity widget available at App Dashboard
  • Recent Completed Tasks dashboard entity widget available at App Dashboard
  • Contacts by country pie chart widget available at App Dashboard
  • Contacts by topics pie chart widget available at App Dashboard
  • Contacts by states pie chart widget available at App Dashboard
  • Contacts by topics by created date last 4 weeks column chart widget available at App Dashboard

Widgets

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:

Last Updated: 2016-05-19

Recent Completed Tasks dashboard widget

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.

Last Updated: 2015-06-19

Recent Contact sidebar widget

Recent Contact is an entity sidebar widget. It shows latest 5 published contact records without any page navigation links.

Last Updated: 2016-05-19

Recent Contacts dashboard widget

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.

Integrations

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:

Last Updated: 2015-06-19

Contact with Map

"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

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:

Last Updated: 2016-05-19

Contacts by country

"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.

Last Updated: 2016-05-19

Contacts by states

"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.

Last Updated: 2016-05-19

Contacts by topics

"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.

Last Updated: 2016-05-19

Contacts by topics by created date last 4 weeks

"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

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:

Last Updated: 2016-05-19

Contact submit

"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:

  • First Name (text)
  • Middle Name (text)
  • Last Name (text)
  • Company Title (text)
  • Division (text)
  • Email (text)
  • Phone (text)
  • Address (text)
  • Address 2 (text)
  • City (text)
  • Zip Code (text)
  • Website (text)
  • Subject (text)
  • Message (wysiwyg)
  • Attachment (file)
  • I agree to the Terms and Conditions (checkbox)
  • ID (hidden_func)
  • Form Name (hidden)
  • Form Submitted By (hidden_func)
  • Form Submitted IP (hidden_func)
  • States (select-only single selection allowed)
  • Countries (select-only single selection allowed)
  • Topics (select-only single selection allowed)
  • Contact Tags (select-multiple selection allowed)
Last Updated: 2016-05-19

Roles and Capabilities

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.

CAPABILITYAdministratorEditorAuthorContributorSubscriberContact 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
CAPABILITYAdministratorEditorAuthorContributorSubscriberContact 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
CAPABILITYAdministratorEditorAuthorContributorSubscriberContact Manager
All Relationships are open to public.
CAPABILITYAdministratorEditorAuthorContributorSubscriberContact Manager
View Recent Completed Tasks
Configure Recent Completed Tasks
View Recent Contacts
Configure Recent Contacts
CAPABILITYAdministratorEditorAuthorContributorSubscriberContact Manager
All Forms are open to public.
CAPABILITYAdministratorEditorAuthorContributorSubscriberContact Manager
All Views are open to public.

Notifications

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:

  • Enable or disable notifications
  • Choose where the notification will be triggered from
  • Customize email content or subject using tags
  • Include CC, BCC, Reply to
  • Choose who will receive notification either by changing Send to address or selecting appropriate relationship checkbox.

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:

Last Updated: 2015-06-19

New Contact

When any Contact record:

  • added from frontend
  • added from backend

The following get notified:

  • Contact Email

Administration

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.

Last Updated: 2015-06-23

Installation

To install your WP Easy Contact Plugin using the built-in plugin installer:

  1. Download WP Easy Contact Plugin to your desktop.
  2. Go to Plugins "Add New".
  3. Under Upload, click "Browse".
  4. Find the WP Easy Contact.zip file.
  5. Click Install Now to install the WP Easy Contact Plugin.
  6. A popup window will ask you to confirm your wish to install the Plugin.
  7. Click Proceed to continue with the installation. The resulting installation screen will list the installation as successful or note any problems during the install.
  8. If successful, click Activate Plugin to activate it, or Return to Plugin Installer for further actions.

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.

Last Updated: 2015-06-23

Uninstallation

To uninstall your WP Easy Contact Plugin using the built-in plugin installer:

  1. Go to Plugins screen.
  2. Find the WP Easy Contact Plugin you wish to deactivate and uninstall.
  3. Click Deactivate.
Last Updated: 2016-06-01

Plugin Updates and Upgrades

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.

Last Updated: 2015-06-23

Import/Export/Reset Content

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.

Last Updated: 2015-06-19

Modifying Form Fields

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.

Last Updated: 2015-06-23

Setting Global Options

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:

Display Map
Displays map for the contact address on the frontend when checked.
Contact Form Title
Sets the title of the contact form.
Map Location
Sets the map location to be displayed on the frontend.
Display Social Links
Displays social links block in the frontend form when checked.
Social Block Title
Sets the title for social block.
Facebook
Enter Facebook URL
Google Plus
Enter Google Plus URL
Twitter
Enter Twitter URL
LinkedIn
Enter LinkedIn URL
Github
Enter Github URL
Skype
Enter Skype URL
YouTube
Enter YouTube URL
Instagram
Enter Instagram URL
Pinterest
Enter Pinterest URL
Terms & Conditions
Enter the content to be displayed in terms and conditions section of the front end form.
Last Updated: 2016-05-19

Localization(l10n)

WP Easy Contact can be translated into any language by editing wp-econtact-pro-emd-plugins.pot and wp-econtact-pro.pot files.

  • wp-econtact-pro-emd-plugins.pot file is for the components used in WP Easy Contact.
  • wp-econtact-pro.pot file is for the WP Easy Contact specific strings that need to be translated.

Follow the steps below to fully translate WP Easy Contact into the desired language:

  1. Copy wp-econtact-pro-emd-plugins.pot as language specific .po file such as wp-econtact-pro-emd-plugins-tr_TR.po.
  2. Copy wp-econtact-pro.pot as language specific .po file such as wp-econtact-pro-tr_TR.po.
  3. Use your favorite PO file editor and complete translation strings in the .po files you created.
  4. When translations are completed, create .mo file of each .po file.
  5. Create wp-content/languages/wp-econtact-pro directory
  6. Put translated .mo files and .po files in the directory to protect them from getting deleted during plugin updates.
  7. Change the language to the translated language from Settings > General > Site Language.
  8. Repeat the process until you get all strings translated
  9. .
Last Updated: 2015-06-19

Screen Options

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.

Glossary

Below is the list of attribute and taxonomy definitions.

Last Updated: 2016-05-19

Contact

A contact is a person who provides information to you or your organization.

First Name
Please enter your first name. First Name is a required field. First Name is filterable in the admin area. First Name does not have a default value.
Middle Name
Middle Name is filterable in the admin area. Middle Name does not have a default value.
Last Name
Please enter your last name. Last Name is filterable in the admin area. Last Name does not have a default value.
Phone
Please enter your phone or mobile. Phone is filterable in the admin area. Phone does not have a default value.
Mobile
Mobile is filterable in the admin area. Mobile does not have a default value.
Email
Please enter your email address. Email is a required field. Email is filterable in the admin area. Email does not have a default value.
Address
Please enter your mailing address. Address does not have a default value.
Address 2
Address 2 is filterable in the admin area. Address 2 does not have a default value.
City
Please enter your city. City is filterable in the admin area. City does not have a default value.
Zip Code
Please enter your zip code. Zip Code is filterable in the admin area. Zip Code does not have a default value.
Website
Website is filterable in the admin area. Website does not have a default value.
ID
Unique contact id incremented by one to keep tract of communications Being a unique identifier, it uniquely distinguishes each instance of Contact entity. ID is filterable in the admin area. ID does not have a default value.
Company Title
Company Title is filterable in the admin area. Company Title does not have a default value.
Division
Division is filterable in the admin area. Division does not have a default value.
I agree to the Terms and Conditions
I agree to the Terms and Conditions is filterable in the admin area. I agree to the Terms and Conditions does not have a default value.
Attachment
Attachment does not have a default value.
Note
Note does not have a default value.
Subject
Subject is a required field. Subject does not have a default value.
Message
Message is a required field. Message does not have a default value.
Form Name
Form Name is filterable in the admin area. Form Name has a default value of "admin".
Form Submitted By
Form Submitted By is filterable in the admin area. Form Submitted By does not have a default value.
Form Submitted IP
Form Submitted IP is filterable in the admin area. Form Submitted IP does not have a default value.
Country
Please enter your country you reside in. Country accepts multiple values like tags. Country does not have a default value.

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

State
Please enter your state you reside in. State accepts multiple values like tags. State does not have a default value.

The following are the preset values and value descriptions for "State:"

ALAlabama
AKAlaska
AZArizona
ARArkansas
CACalifornia
COColorado
CTConnecticut
DEDelaware
DCDistrict of Columbia
FLFlorida
GAGeorgia
HIHawaii
IDIdaho
ILIllinois
INIndiana
IAIowa
KSKansas
KYKentucky
LALouisiana
MEMaine
MDMaryland
MAMassachusetts
MIMichigan
MNMinnesota
MSMississippi
MOMissouri
MTMontana
NENebraska
NVNevada
NHNew Hampshire
NJNew Jersey
NMNew Mexico
NYNew York
NCNorth Carolina
NDNorth Dakota
OHOhio
OKOklahoma
OROregon
PAPennsylvania
RIRhode Island
SCSouth Carolina
SDSouth Dakota
TNTennessee
TXTexas
UTUtah
VTVermont
VAVirginia
WAWashington
WVWest Virginia
WIWisconsin
WYWyoming
Tasks
Allows to display and create connections with Tasks. One instance of Contacts can associated with many instances of Tasks, and vice versa. The relationship can be set up in the edit area of Contacts using Tasks or in the edit area of Tasks using Contacts relationship boxes.
Last Updated: 2016-05-19

Globals

Global attributes can be set in the Settings page, Global tab under WPEC Pro menu.

Display Map (checkbox)
Displays map for the contact address on the frontend when checked.
Contact Form Title (text)
Sets the title of the contact form.
Map Location (map)
Sets the map location to be displayed on the frontend.
Display Social Links (checkbox)
Displays social links block in the frontend form when checked.
Social Block Title (text)
Sets the title for social block.
Facebook (text)
Enter Facebook URL
Google Plus (text)
Enter Google Plus URL
Twitter (text)
Enter Twitter URL
LinkedIn (text)
Enter LinkedIn URL
Github (text)
Enter Github URL
Skype (text)
Enter Skype URL
YouTube (text)
Enter YouTube URL
Instagram (text)
Enter Instagram URL
Pinterest (text)
Enter Pinterest URL
Terms & Conditions (wysiwyg)
Enter the content to be displayed in terms and conditions section of the front end form.
Last Updated: 2016-05-19

Task

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Title
Title is a required field. Being a unique identifier, it uniquely distinguishes each instance of Task entity. Title does not have a default value.
Due
Enter the date and time that the task is expected to be completed on or before Due is filterable in the admin area. Due does not have a default value.
Priority
Enter the order in which tasks should be completed. Critical tasks have the highest priority. Priority is filterable in the admin area. Priority has a default value of "'Normal'".
Completed
Check when the task is completed. Completed is filterable in the admin area. Completed does not have a default value.
Contacts
Allows to display and create connections with Contacts. One instance of Tasks can associated with many instances of Contacts, and vice versa. The relationship can be set up in the edit area of Contacts using Tasks or in the edit area of Tasks using Contacts relationship boxes.