Has Amelia Plugin hooked-in with the native wordpress '"Personal Data Export' Tool? In other words if a data request is received from a customer, will their appointments history etc with amelia be accounted for.
Thank you in advance
***if all public support tickets were created by the community with more accurate Ticket subject lines then it would be a greater resource for everybody. Subject lines such as "functionlity', 'Amelia' and 'Customers' to name a few are pointless. ***
to see if someone may be already suggested this feature. If you can't see it, feel free to add your suggestion there, and as more people vote, the feature will move higher on the priority list.
You can certainly follow our changeLog page if you'd like, where we state any changes/new features/bug fixes during updates;
and our newsletter, so you're informed about new features, bug fixes, freebies, etc.
-
The only way currently to export appointment information from Amelia as CSV is from the Appointment list,
the appointments can be exported as a CSV for reporting. At the top right of the “Appointments” page, next to the search input, tap the “Export” icon button. Clicking on the “Export” icon button opens a dialog that allows you to choose the delimiter used for CSV and select the columns you’d like to export. When you are ready tap on the “Export” button in the dialog to download the CSV file.
And the only other possible custom workaround idea i have is, if you wish to try out Web Hooks feature.
This setting allows you to set several hooks that will send data from the Amelia plugin to any other application. It is good to use this option if you want to send, for example, customer data to some CRM platform. You can use any automation tool that allows you to integrate other applications with Amelia, but in our documentation, weexplained connection through Zapier since it is the most popular online automation tool at the moment.
Hello
Has Amelia Plugin hooked-in with the native wordpress '"Personal Data Export' Tool? In other words if a data request is received from a customer, will their appointments history etc with amelia be accounted for.
Thank you in advance
***if all public support tickets were created by the community with more accurate Ticket subject lines then it would be a greater resource for everybody. Subject lines such as "functionlity', 'Amelia' and 'Customers' to name a few are pointless. ***
Hi, Temper
We don't have an integration with '"Personal Data Export' Tool" at the moment.
If you wish to see this built in in the future,
Please feel free to search through our feature suggestion page,
to see if someone may be already suggested this feature. If you can't see it, feel free to add your suggestion there, and as more people vote, the feature will move higher on the priority list.
You can certainly follow our changeLog page if you'd like, where we state any changes/new features/bug fixes during updates;
and our newsletter, so you're informed about new features, bug fixes, freebies, etc.
-
The only way currently to export appointment information from Amelia as CSV is from the Appointment list,
the appointments can be exported as a CSV for reporting. At the top right of the “Appointments” page, next to the search input, tap the “Export” icon button. Clicking on the “Export” icon button opens a dialog that allows you to choose the delimiter used for CSV and select the columns you’d like to export. When you are ready tap on the “Export” button in the dialog to download the CSV file.
-
You can see more details about this here;
-
And the only other possible custom workaround idea i have is, if you wish to try out Web Hooks feature.
This setting allows you to set several hooks that will send data from the Amelia plugin to any other application. It is good to use this option if you want to send, for example, customer data to some CRM platform. You can use any automation tool that allows you to integrate other applications with Amelia, but in our documentation, weexplained connection through Zapier since it is the most popular online automation tool at the moment.
You can check more details here.
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
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