Hello friends, I need to create a database of restricted access for my sales team from my travel agency, my site I plan to develop it with the theme travelo (https://themeforest.net/item/travelo-traveltour-booking-wordpress- theme /)
My questions are: Can I create a DB so that my sales agents can collect and classify customer information obtained via my website, or in a personalized way from their backend?
Can you create tables that allow you to consult basic user information, which agent attended it, which package did you like and follow up via CRM, automatic emails, etc?
Can each agent consult the database of other agents?
Each agent can see other databases from back-end - they can create tables from those separate connections (like mentioned in the link provided above), or access already created tables in back-end.
I'm not sure if you want to enable users see and edit only own data feature, though - this method is great for one master table, where people would be able to see and edit only their own entries, while others will be hidden. To see all entries in that table, you can query it from the database (explained in the video from the documentation link provided above).
Could you please provide me with an example of how it should all look like, so I can be more exact with my replies?
Hello Aleksandar, -I'm sorry I sent you in English now-
thank you very much for your kind response, I attach a file with the process to be done.
The agents must be able to see the information generated by the other agents.
I do not have old databases, everything will be new.
I have some questions, please tell me:
1. Is it necessary to create a database separately in MYSQL? (We have no knowledge of this) .. or does the plugin generate it automatically? 2. Do you need programming knowledge to use your plugin? 3. Do they provide support and, if necessary, help or personalization?
First thing I have to ask is - do you want to create the form using Gravity or Formidable Forms? We have integration with both of these plugins, but the main difference is that tables created from Gravity are editable, while tables created from Formidable are not. Also, Formidable can use Foreign Keys, and Gravity cannot.
You seem to have a lot of stuff I don't understand in the xlsx file you sent.
1. Record data - NEW QUERY Sales agent consults customer data previously entered with your name or ID
what do you mean by this? Does the sales agent simply review the form user just filled out?
2. SEND QUOTE - EMAIL, WHATSAPP, TEXT, PENDING
this is not something wpDataTables can do. I believe Gravity and Formidable only deal with e-mails.
To answer the rest of your questions:
1. It is not necessary to create new databases. If you're just creating tables with our plugin - manual tables are all being generated in the database. So they are being stored as separate tables in a single database.
2. Depends on which feature you wish to use. Using SQL query based tables requires at least a basic knowledge of SQL. It is assumed that you can create the table in some MySQL data manager (e.g., PHPMyAdmin, MySQL Workbench), and prepare a SQL query that will return the data you need.
Also, if you want to add some custom features that are not included in the plugin, you would need to use hooks and filters, or create javascripts, PHP adapters, etc and using them requires certain level of programming skills and included support refers only to advice.
3. We provide support, but as mentioned above - includes help with bugs and features, but not writing custom code. We do offer paid customization services, but in the past few months our developers have been very busy, so they haven't had the time to do them.
Hello friends, I need to create a database of restricted access for my sales team from my travel agency, my site I plan to develop it with the theme travelo (https://themeforest.net/item/travelo-traveltour-booking-wordpress- theme /)
My questions are:
Can I create a DB so that my sales agents can collect and classify customer information obtained via my website, or in a personalized way from their backend?
Can you create tables that allow you to consult basic user information, which agent attended it, which package did you like and follow up via CRM, automatic emails, etc?
Can each agent consult the database of other agents?
Can I as an administrator see all this activity?
Thank you very much for your prompt response!
Hello Mark.
Thank you for your interest in our plugin.
You can connect the plugin to separate databases (new and existing ones) without issues, of course.
You can also create CRUD tables manually, by linking to the SQL database or by importing them from an existing data source.
Each agent can see other databases from back-end - they can create tables from those separate connections (like mentioned in the link provided above), or access already created tables in back-end.
I'm not sure if you want to enable users see and edit only own data feature, though - this method is great for one master table, where people would be able to see and edit only their own entries, while others will be hidden. To see all entries in that table, you can query it from the database (explained in the video from the documentation link provided above).
Could you please provide me with an example of how it should all look like, so I can be more exact with my replies?
Best regards.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Hello Aleksandar, -I'm sorry I sent you in English now-
thank you very much for your kind response, I attach a file with the process to be done.
The agents must be able to see the information generated by the other agents.
I do not have old databases, everything will be new.
I have some questions, please tell me:
1. Is it necessary to create a database separately in MYSQL? (We have no knowledge of this) .. or does the plugin generate it automatically?
2. Do you need programming knowledge to use your plugin?
3. Do they provide support and, if necessary, help or personalization?
Thank you very much for your prompt response :)
Hello again Mark.
First thing I have to ask is - do you want to create the form using Gravity or Formidable Forms? We have integration with both of these plugins, but the main difference is that tables created from Gravity are editable, while tables created from Formidable are not. Also, Formidable can use Foreign Keys, and Gravity cannot.
You seem to have a lot of stuff I don't understand in the xlsx file you sent.
1. Record data - NEW QUERY Sales agent consults customer data previously entered with your name or ID
2. SEND QUOTE - EMAIL, WHATSAPP, TEXT, PENDING
To answer the rest of your questions:
1. It is not necessary to create new databases. If you're just creating tables with our plugin - manual tables are all being generated in the database. So they are being stored as separate tables in a single database.
2. Depends on which feature you wish to use. Using SQL query based tables requires at least a basic knowledge of SQL. It is assumed that you can create the table in some MySQL data manager (e.g., PHPMyAdmin, MySQL Workbench), and prepare a SQL query that will return the data you need.
Also, if you want to add some custom features that are not included in the plugin, you would need to use hooks and filters, or create javascripts, PHP adapters, etc and using them requires certain level of programming skills and included support refers only to advice.
3. We provide support, but as mentioned above - includes help with bugs and features, but not writing custom code. We do offer paid customization services, but in the past few months our developers have been very busy, so they haven't had the time to do them.
Best regards.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables