MokoSuite integration — CRM contacts, products, invoices, and template snippets #7

New Issue

2026-06-21T14:33:13Z

jmiller commented

2026-06-21 14:33:13 +00:00

Summary

Deep integration with MokoSuite modules when installed. Insert dynamic content from CRM, products, and templates.

Features

Insert CRM contact card (name, phone, email — rendered as shortcode)
Insert product card with price and image
Insert invoice/order summary table
Template snippets library (reusable content blocks)
Merge field insertion for email templates ({contact_name}, {company}, etc.)
Dynamic content blocks that pull live data on page render
MokoSuite media library browser (access Create assets)

Dependencies

Optional: Only available when MokoSuiteCRM is installed
Graceful degradation — editor works fully without MokoSuite

## Summary Deep integration with MokoSuite modules when installed. Insert dynamic content from CRM, products, and templates. ## Features - Insert CRM contact card (name, phone, email — rendered as shortcode) - Insert product card with price and image - Insert invoice/order summary table - Template snippets library (reusable content blocks) - Merge field insertion for email templates ({contact_name}, {company}, etc.) - Dynamic content blocks that pull live data on page render - MokoSuite media library browser (access Create assets) ## Dependencies - Optional: Only available when MokoSuiteCRM is installed - Graceful degradation — editor works fully without MokoSuite

jmiller referenced this issue

2026-06-21 14:33:18 +00:00

ROADMAP — MokoSuiteEditor implementation plan #8

jmiller referenced this issue

2026-06-21 21:54:49 +00:00

TEST — All Editor features (#1-#7) #9

jmiller referenced this issue

2026-06-21 23:05:00 +00:00

FULL TESTING PLAN — MokoSuiteEditor complete stack validation #11

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