09 Nov WordPress Client Directory

WordPress Client Directory

Running a busy and successful online business can be a difficult task. One of the biggest hurdles is finding a way to keep track of all of your customers in an efficient and easy-to-use way. Finding a quality WordPress client directory for your site can be daunting, as there are a multitude of options out there. However, there are a few common features you can look for, and knowing what features you need ahead of time will help you make an informed decision more easily.

First you will want to know what kind of client data can be collected and stored using the WordPress client directory. Most client directories have some basic fields by default, such as Client Name, Address, Phone Number, and Business Name. These default fields may not be all your business needs, in which case you will want to look for a WordPress client directory that allows you to add your own custom fields. Custom fields allow you to collect additional data on your clients based on your specific needs. For example, you may have an online store that assigns each of your customers a unique store ID. If the WordPress client directory allows for custom fields, this “Store ID” can be added as a field, and filled out accordingly for each client. Being able to search your client directory based on these custom fields is a less common, but potentially helpful, feature.

Another functionality to keep in mind is how the data in the WordPress client directory can be used. Most commonly, directory systems allow you to pull data about clients using various placeholders, shortcodes and field IDs. Some client directories do not allow this, for security reasons. Additionally, some directories allow you to import and export clients and their data, while others do not. Importing/exporting data can be a very useful feature for creating backups of your client directory, but some systems do not have this as an option, due to potential security risks.

Keeping an accurate record of your clients is an important part of running a successful online business. It allows for easy repeat business, and aids you in keeping track of your clients’ needs. When searching for a good WordPress client directory, make sure to compile a list of your specific needs, and use that as a guide to help narrow down the choices. Keep in mind things like compatibility, security, and ease-of-use, and you should find the exact system for your needs with just a little effort.