MainWP-Client-Notes-For-Pro-Report/README.md

MainWP-Client-Notes-For-Pro-Report

Note: This extension requires MainWP Pro Reports.

What’s It Do?

This plugin allows you to add work notes and client notes on a per-site basis, filtered by date range, and automatically included in your MainWP Pro Reports using a special token.

Usage Instructions

1. Install the Extension

   

2. Access "Work Notes" from a Child Site Menu

   

3. Open the Work Notes Page

   

4. Add Your Notes and Use the Token
   Use [client.customwork.notes] in your Pro Report template to include these notes in client-facing reports.

   

5. Your Notes Render in the Final Report

   

Coming in v1.3.0

• Notes are now saved to a dedicated database table (wp_mainwp_work_notes) for better scalability and performance.

• Flatpickr date selector with localized display format.

• Automatically populates today's date when creating a new note.

• Dynamic "Save Note" / "Update Note" button based on context.

• Seamless automatic migration of existing notes from wp_options.

• Admin bar fallback allows manual migration trigger if needed.

• Future-proof cleanup logic to remove legacy data in v1.3.2+.