Most Powerful Open Source ERP

User Documentation

08- 10 2021

Browse for John Doh

The screenshot of the ERP5 browse page for persons.
Categories incoming event ; browse ; persons ; John Doh
08- 10 2021

Edit response

The screenshot shows the page where we can edit response to our client. When you are sure everything is well edited, click on "Create Response", then the response will be sent and be created automatically as an outgoing Event with a state of "Sent".
Categories incoming event ; support request ; edit ; response
08- 10 2021

Create response

The screenshot shows the after Deliver the Event we have to handle, the next step can be to "Create Response" directly from the delivered Event's page.
Categories incoming event ; support request ; create ; response
08- 10 2021

Follow Up Ticket created

The screenshot shows the Follow Up Ticket of the incoming Event has been created.
Categories incoming event ; support request ; follow up ticket ; created
08- 10 2021

Create Follow Up Ticket-Set title, type

The screenshot shows the second step to create a Follow Up Ticket is to set the Ticket title, type and nature.
Categories incoming event ; support request ; follow up ticket ; title ; type ; nature ; ticket
08- 10 2021

Assign Event to Ticket

The screenshot shows that to assign the Received Event to a Ticket, the first step is to click on the 'Create Follow Up Ticket' in the Action item list.
Categories incoming event ; assign ; create ; follow up ; ticket
08- 10 2021

Define the "Recipient" - the person responsible to reply to client

The screenshot shows that by changing the 'Recipient' of the newly created Event, we can assign another person in our team to take care of it.
Categories support request ; incoming event ; change ; recipient ; replier
08- 10 2021

The Event is now "Received"

The screenshot shows after click on 'Declare as Received', the state of the newly created incoming Event is now 'Received'.
Categories incoming event ; state ; received ; ticket
08- 10 2021

Create a new Event (4): "Receive" the Event

The screenshot shows the forth step to create a new Event from the person's document is to click on 'Declare as Received' in the Action item list.
Categories incoming event ; receive ; event
08- 10 2021

Create a new Event (3): Copy/paste the email you received

The screenshot shows the third step to create a new Event from the person's document is to copy/paste the message by email or phonecall into the Text area of this Event page.
Categories incoming event ; copy/paste ; email
08- 10 2021

A draft Event has been created

The screenshot shows a new Event has been created which has a state of 'Draft'.
Categories incoming event ; create ; draft ; state
08- 10 2021

Create a new Event (2): Set Event title, type, direction and paste the email 2

The screenshot shows the second step to create a new Event from the person's document is to set Event title, type and direction.
Categories incoming event ; create ; new event ; title ; type ; direction
08- 10 2021

Create a new Event (2): Set Event title, type, direction and paste the email

The screenshot shows the second step to create a new Event from the person's document is to set Event title, type and direction.
Categories incoming event ; create ; new event ; title ; type ; direction
08- 10 2021

Create a new Event (1): Action list

The screenshot shows the first step to create a new Event from the person's document is to click on 'Create New Event' on the Action list.
Categories incoming event ; create ; new event ; action list
08- 10 2021

The Events list is empty

The screenshot of an empty Events list in John Doh's document.
Categories incoming event ; Events list ; empty
08- 10 2021

Open the Events tab

The screenshot of the person's document where you can open the Events list by clicking on the Events tab.
Categories incoming event ; open ; Events tab
08- 10 2021

Click on person's line

Click on the line of John Doh in the persons' base to choose him.
Categories incoming event ; click ; person line ; John Doh
16- 02 2021

Browse for John Doh

The screenshot of the ERP5 browse page for persons.
Categories incoming event ; browse ; persons ; John Doh
05- 01 2021

Edit response

The screenshot shows the page where we can edit response to our client. When you are sure everything is well edited, click on "Create Response", then the response will be sent and be created automatically as an outgoing Event with a state of "Sent".
Categories incoming event ; support request ; edit ; response
05- 01 2021

Create response

The screenshot shows the after Deliver the Event we have to handle, the next step can be to "Create Response" directly from the delivered Event's page.
Categories incoming event ; support request ; create ; response
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