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App manager - Plugixa CRM

The App manager lists every feature of the CRM as a card, and lets you switch off the ones you do not use. A CRM with fewer screens is easier to learn, and a feature that is off does no work in the background.

You find it under Administration -> App manager. It needs the WordPress manage_options capability, so only site administrators see it.

What switching an app off does

  • Its screens leave the menu, and its widgets leave the dashboard.
  • Its endpoints stop answering, so nothing can reach its data through the API while it is off.
  • Its background work stops: nothing it scheduled runs.
  • Its data is kept. Records, settings and history stay exactly where they are. Switch the app back on and everything is where you left it.

Nothing on this screen deletes anything.

What keeps working while an app is off

Some things must not depend on a switch, so they carry on regardless:

  • Links already in people’s inboxes: a campaign’s unsubscribe link and a web-to-lead opt-in confirmation still work.
  • Clean-up: merging two records, a GDPR erasure and uninstalling still tidy the app’s rows, so switching an app off never leaves personal data behind.
  • Reminders that fall due while their app is off are not lost: they wait until it is back on.

A shortcode belonging to an app that is off renders nothing, rather than showing its raw text on your page.

The core apps

A few apps are the CRM itself and cannot be switched off: records, dashboards, documents, notes, tags, teams and the App manager. They sit above the tabs rather than in them. The App manager cannot switch itself off, so there is always a way back.

Apps that depend on each other

The other apps are filed in tabs that follow the sidebar’s sections. Some depend on others: the calendar, for example, goes off when the last of meetings, calls and tasks does. Switching an app back on while something it needs is still off is refused: switch on what it needs first.

Troubleshooting

Symptom Usual cause
A screen has disappeared from the menu Its app was switched off here.
The App manager is not in the menu You are not a site administrator.
An app will not switch on Something it depends on is off. Switch that on first.
A card cannot be switched off It is a core app.

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