[wordpress插件] Gravity Forms ConnectWise Add-On重力形式ConnectWise附加组件

Hands down the best solution to integrate the forms on your website with ConnectWise

提供最佳解决方案以将网站上的表单与ConnectWise集成

Allows you to:

允许您：

• Create new Companies
• 创建新公司

• Create new Contacts
• 创建新联系人

• Create new Activities
• 创建新活动

• Create new Opportunities
• 创造新机会

• Create new Service Tickets
• 创建新的服务凭单

Lookups are performed for Companies and Contacts to prevent duplicate records.

对公司和联系人进行查找以防止重复记录。

Each form can have a different configuration, allowing you to create different activities/opportunities for each unique situation.

每个表单可以具有不同的配置，使您可以针对每种独特的情况创建不同的活动/机会。

Check out the setup guide for detailed setup information.

查看设置指南以获取详细的设置信息。

p>

>

This plugin is a Gravity Forms add on, so make sure you have that installed first.

此插件是重力表单的附加项，因此请确保先安装该插件。

>

>

1. Upload plugin files to your plugins folder, or install using WordPress’ built-in Add New Plugin installer
2. 将插件文件上传到您的plugins文件夹，或使用WordPress内置的“添加新插件”安装程序进行安装

3. Activate the plugin
4. 激活插件

5. Go to the plugin settings page (under Forms > Settings > ConnectWise )
6. 转到插件设置页面（在“表单”>“设置”>“ ConnectWise”下）

7. Enter your ConnectWise credentials to authenticate
8. 输入您的ConnectWise凭据进行身份验证

9. Open an individual form and access the ConnectWise settings to create a new feed
10. 打开一个单独的表单并访问ConnectWise设置以创建一个新的提要

Catchall Company

服装公司

If the “Company” field isn’t mapped, a new record will be created for the company with the ID “catchall”.

如果未映射“公司”字段，则会为公司创建ID为“ catchall”的新记录。

If you don’t already have this in your system, a new company with that name will be created the first time it happens.

如果您的系统中还没有此名称，则将在首次出现该名称时创建一个具有该名称的新公司。