Most Powerful Open Source ERP

User Documentation

Check the Event status (4): In the Recipient's document

The screenshot shows that to check the Event status, we need to check the Event part of the Event Recipient's document.

Check the Event status (3): Reach ERP5 person database screenshot

The screenshot shows the ERP5 Persons database where you can find your Event's recipient.

Check the Event status (2): In the Ticket sheet

The screenshot shows that after the Event is sent, you can check the 'Sent' status in the page of the Follow Up Ticket.

Check the Event status (1): In the Event sheet

The screenshot shows that after the Event is sent, the status changed from 'Confirmed' to 'Sent'.

Send the Event (2): Comment and send the Event

The screenshot shows the page to add comments and then send the confirmed Event.

Send the Event (1): Click on 'Send' in 'Action' item list

The screenshot shows that after the Confirm step, the status of the Planned Event changed to Confirmed, and then we can click on 'send' in the Action item list.

Confirm the Event (2): Comment and confirm

The screenshot shows the step to add comments and confirm the planned Event.

Confirm the Event (1): Click 'Confirm' in 'Action' list

The screenshot shows the first step is to confirm the planned Event.

Event sheet

The screenshot of a planned Event waiting to be sent shows there are two parts in the Event sheet: the Bread Crumb showing that you are correctly located and the View area showing the content of the Event.

Your Event has been sent

The screenshot of the sent Event sheet.

Check the Event status (2): In the Ticket sheet

The screenshot shows that after the Event is sent, you can check the 'Sent' status in the page of the Follow Up Ticket.

Your Event has been sent

The screenshot of the sent Event sheet.

Check the Event status (4): In the Recipient's document

The screenshot shows that to check the Event status, we need to check the Event part of the Event Recipient's document.

Check the Event status (1): In the Event sheet

The screenshot shows that after the Event is sent, the status changed from 'Confirmed' to 'Sent'.

Send the Event (1): Click on 'Send' in 'Action' item list

The screenshot shows that after the Confirm step, the status of the Planned Event changed to Confirmed, and then we can click on 'send' in the Action item list.

Event sheet

The screenshot of a planned Event waiting to be sent shows there are two parts in the Event sheet: the Bread Crumb showing that you are correctly located and the View area showing the content of the Event.

Send the Event (2): Comment and send the Event

The screenshot shows the page to add comments and then send the confirmed Event.

Confirm the Event (2): Comment and confirm

The screenshot shows the step to add comments and confirm the planned Event.

Your Event has been sent

The screenshot of the sent Event sheet.

Send the Event (2): Comment and send the Event

The screenshot shows the page to add comments and then send the confirmed Event.