Feature Requests

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2 votes

Add a "Disconnect CRM" button to the setup page

I would like to have a "Disconnect CRM" button to be put on the Settings > Setup page. This is different from the "Reset" checkbox on the Advanced page. The "Disconnect CRM" would only remove the CRM connection but keep all other settings as currently defined. This would be useful when needing to test / switch CRMs but wanting to keep all of the other settings as is. It would even be helpful when needing to disconnect / reconnect CRM when the API keys are refreshed. The problem with the "Reset" option is that it sets all of the other settings to default, such as Administrator bypass, and filter settings and then you have to go back in an reconfigure all those options, and hopefully remember what they were set to.

Under Review Category: Core Feature Enhancements Norm Sash shared this idea Updated: April 26, 2024

1 thought on “Add a "Disconnect CRM" button to the setup page”

  1. The problem is that a lot of the settings *do* depend on the CRM. For example the tags, field mappings, site tracking, optin settings.

    A “Reset only the settings that relate to this CRM” button or something is one solution 🤔

    I obviously switch platforms a lot, there are filters to pre-set any setting. For example on my local site I use

    add_filter( ‘wpf_get_setting_hide_additional’, ‘__return_true’ );
    add_filter( ‘wpf_get_setting_exclude_admins’, ‘__return_false’ );
    add_filter( ‘wpf_get_setting_access_key’, function() {
    return ‘KEY’;
    } );

    Does that help in the meantime?

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