Most Powerful Open Source ERP

User Documentation

11- 10 2021

Create the related organisation

Create the related organisation of the new person by clicking on Add Organisation.
Categories create ; related organisation
08- 10 2021

Add people: Other tabs in the 'Details' page

Other tabs in the Details page when creating the new person.
Categories create ; new ; person ; other ; tab
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

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

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

Create a new Event from the 'Action' item list

The screenshot shows the first step to create Event is to choose the 'Create New Event' from the 'Action' item list.
Categories create ; new ; event ; campaign
08- 10 2021

Create a marketing campaign: Click on the 'New' tab

Create a marketing campaign: Click on the 'New' tab
Categories ticket ; marketing campaign ; create ; new ; tab
08- 10 2021

Validate new organisation (1): Click on the 'Action' tab

Other tabs in the Details page when creating the new organisation.
Categories create ; new ; organisation ; other ; tab
08- 10 2021

Add organisations: Other tabs in the 'Details' page

Other tabs in the Details page when creating the new organisation.
Categories create ; new ; organisation ; other ; tab
07- 05 2021

Create the related organisation

Create the related organisation of the new person by clicking on Add Organisation.
Categories create ; related organisation
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
05- 01 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
05- 01 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
05- 01 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
05- 01 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
28- 12 2020

Add people: Click on 'Persons'

The screenshot of ERP5 Express menu showing the second step to add new people is to click on the "Persons" button.
Categories erp5 ; express ; menu ; create ; person
28- 12 2020

Add organisations: Other tabs in the 'Details' page

Other tabs in the Details page when creating the new organisation.
Categories create ; new ; organisation ; other ; tab
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