I'm trying to map WP User to an existing Amelia Customer, using the "Create New" option as shown in the screenshot attached. What does "Create New" do in Edit Customer screen? It doesn't save, or create anything at all.
You have two options: you can click on the “Create New” button and add a new “Amelia Customer” user or you can select it from the existing ones.
I am not understanding this flow. I click on the "Create New" button, when I try add new "Amelia Customer" user in WordPress User field, it defaults back to "Create" New.
How do I add WordPress User to an existing Amelia Customer?
I have tried this on our side and everything is working. As I can see from your example you already have WP customer user with the same email, that is why you cannot create another one.
I can see from your video that you have our premium plugin so please contact our support in Amelia section of this support platform for further assistance, this section is only for pre-purchase questions.
You mentioned "you already have WP customer user with the same email, that is why you cannot create another one." So, in order to edit an existing customer who does not have a WP user assigned yet, I would need to change email? Let's assume that the same email does not exist it. Within Edit Customer screen, I changed the email and selected WordPress User = Create New. Saved. The plugin only saved the new email, but did not create and assign new WP User to that customer. See this video:
I have tried the same on our demo site and New WordPress user is saved. Maybe there was some user already with that email, and maybe it has something with the part of the WordPress dashboard that we have hidden from the demo. You can test everything entirely if you purchase our plugin because we have 15 days money back guarantee, so if you purchase and try and something is not working we can investigate on your side. It is hard to reproduce on the demo site that refreshes each 15th minute of an hour. If plugin doesn't work on your site or it doesn't suit your needs you can ask for a refund in the first 15 days from the purchase.
As for your question "For Amelia, the WP user would link the customer's email ID? not WP Username?", yes, that is right.
Thank you, Isidora. I appreciate you taking the time with all my ticket inquiries.
The video helps. I guess there's only so much I can do with the demo. Thank you for suggestion the purchase, but we would probably take more than 15 days to fully test out Amelia's features, you probably would notice from the number of tickets I submitted the past few weeks :) I will try Amelia Lite instead. I am aware of the limitation within the Lite version. So far, the following limitations are what's holding back our purchase. I've submitted requests for them.
1) Google Integration from the back-end only, not front end.
2) No ics file in the notifications to employees, only to customers. This is especially useful for employees does not want to integrate with Google Calendar or Outlook.
3) No multi time zone for employees - the ability to set different time zones for employees working in different time zone in the backend.
1) We are aware of this limitation and we plan to investigate the ways to fix it. We agree that this is something very important and we plan to investigate the possibilities to resolve this issue in the future (Redirect URI is what making this issue).
2) I will forward this suggestion to our development team and we will see if we can add this in the future. Very good suggestion.
3) This is also on our To Do list but I cannot say for sure when it will be implemented.
If you are interested I can contact you once we implement these features to try them and then decide whether you want to purchase the plugin?
I'm trying to map WP User to an existing Amelia Customer, using the "Create New" option as shown in the screenshot attached. What does "Create New" do in Edit Customer screen? It doesn't save, or create anything at all.
I followed the instruction on https://wpamelia.com/customers/ which stated:
You have two options: you can click on the “Create New” button and add a new “Amelia Customer” user or you can select it from the existing ones.
I am not understanding this flow. I click on the "Create New" button, when I try add new "Amelia Customer" user in WordPress User field, it defaults back to "Create" New.
How do I add WordPress User to an existing Amelia Customer?
https://www.screencast.com/t/qFvG98Vj7
Hi Karen,
I have tried this on our side and everything is working. As I can see from your example you already have WP customer user with the same email, that is why you cannot create another one.
I can see from your video that you have our premium plugin so please contact our support in Amelia section of this support platform for further assistance, this section is only for pre-purchase questions.
Best regards.
Hi Isidora,
Thanks for the reply. The video, is actually a screen recording of your demo site : https://sports.wpamelia.com/wp-admin/admin.php?page=wpamelia-customers#/customers
You mentioned "you already have WP customer user with the same email, that is why you cannot create another one." So, in order to edit an existing customer who does not have a WP user assigned yet, I would need to change email? Let's assume that the same email does not exist it. Within Edit Customer screen, I changed the email and selected WordPress User = Create New. Saved. The plugin only saved the new email, but did not create and assign new WP User to that customer. See this video:
https://www.screencast.com/t/VQrHuEG5GqB
I'm trying to understand what "Create New" in WordPress User field does within Edit Customer screen.
For Amelia, the WP user would link the customer's email ID? not WP Username?
Thank you in advance. I'm new in all these and trying to piece Amelia's features to my WP site, hence the rigorous testing on Amelia's features.
Hi Karen,
You are welcome. Sorry for misunderstanding, from your other ticket where you asked for the CSS code I thought that you have purchased the plugin.
Please take a look at my video bellow
https://share.getcloudapp.com/E0u4Zedb
I have tried the same on our demo site and New WordPress user is saved. Maybe there was some user already with that email, and maybe it has something with the part of the WordPress dashboard that we have hidden from the demo. You can test everything entirely if you purchase our plugin because we have 15 days money back guarantee, so if you purchase and try and something is not working we can investigate on your side. It is hard to reproduce on the demo site that refreshes each 15th minute of an hour. If plugin doesn't work on your site or it doesn't suit your needs you can ask for a refund in the first 15 days from the purchase.
As for your question "For Amelia, the WP user would link the customer's email ID? not WP Username?", yes, that is right.
Best regards.
Thank you, Isidora. I appreciate you taking the time with all my ticket inquiries.
The video helps. I guess there's only so much I can do with the demo. Thank you for suggestion the purchase, but we would probably take more than 15 days to fully test out Amelia's features, you probably would notice from the number of tickets I submitted the past few weeks :) I will try Amelia Lite instead. I am aware of the limitation within the Lite version. So far, the following limitations are what's holding back our purchase. I've submitted requests for them.
1) Google Integration from the back-end only, not front end.
2) No ics file in the notifications to employees, only to customers. This is especially useful for employees does not want to integrate with Google Calendar or Outlook.
3) No multi time zone for employees - the ability to set different time zones for employees working in different time zone in the backend.
Hi Karen,
I apologize for my late response.
1) We are aware of this limitation and we plan to investigate the ways to fix it. We agree that this is something very important and we plan to investigate the possibilities to resolve this issue in the future (Redirect URI is what making this issue).
2) I will forward this suggestion to our development team and we will see if we can add this in the future. Very good suggestion.
3) This is also on our To Do list but I cannot say for sure when it will be implemented.
If you are interested I can contact you once we implement these features to try them and then decide whether you want to purchase the plugin?
Best regards.
Hi Karen,
I will save your info and contact you once we implement these features.
The demo refreshes each 15th minute of the hour, so you have 1 hour before it refreshes again (3:15pm, 4:15pm etc.).
Thank you, happy holidays as well.