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Latest ERP5 Documents

Guideline Project Reference Uses A Suffix And Character Sequence Separated By Hyphen

Document name project reference rules.
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Campaign workflow

The workflow of a Campaign.
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Sale Opportunity workflow

The workflow of the Ticket Sale Opportunity.
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What is a ticket made of : details in the Ticket page

Example of an Ticket the Beta Developer Program which shows the relation between an Event and a Ticket in ERP5 CRM system.
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What is a ticket: interactions, events and tickets

Illustration showing Tickets are records in the system which gather all events and documents related to the same subject.
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Ticket Workflow

Ticket Workflow
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Support Request worklist

The worklist of a Support Request showing the three main steps are : Draft, Submitte and Open
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Support Request workflow

The workflow of a Ticket the Support Request.
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Role of Support Request

Illustration showing the role of the Ticket type Support Request between customers, suppliers and your company.
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Sale Opportinuty worklist

The worklist of a Sale Opportunity showing the three main steps are : Validate, Submitte and Qualify.
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Role of Sale Opportunity

Illustration showing the role of the Ticket type Sale Oppportunity between customers, suppliers and other contacts of your company.
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Sale Opportunity example: VIFIB Offer PC Internet

The screenshot of the page of a Sale Opportunity example: VIFIB Offer PC Internet.
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Meeting worklist

The worklist of a Meeting showing the three main steps are : Draft, Submitte and Open.
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Meeting workflow

The workflow of a Ticket the Meeting.
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The role of Meeting

Illustration showing how the Meeting operates in your company.
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Tickets example: Beta Developer Program

Example of an Ticket the Beta Developer Program which shows the relation between an Event and a Ticket in ERP5 CRM system.
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Campaign worklist

The worklist of a Campaign showing the three main steps are : Draft, Submit and Open.
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Campaign example: Beta Developer Program

Example of a type of Ticket: Campaign- the Beta Developer Program.
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Keep tracks of interactions by 'Follow Up' a ticket

Related interactions can be linked by Follow Up function.
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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.
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