Session is part one of lesson about Customer Relationship Management (CRM) part of the ERP system.
We will study events and its specific work-flow. Events are documents in the systems which represent every interaction we have with our customers, our suppliers etc.
Recording every « event » which occurred during the company's activity will help us to learn more about our customers and our suppliers. Moreover information about what have been done with or said to a specific person will be available to persons who need it.
Then three tutorials will be followed:
How to link persons and organisations will teach you how to link the document which represents the person to the document which represents the organisation for which is working the person.
How to create new events will teach you how to create new events in ERP5, you will then see how phone calls, emails, fax etc. look like in such systems.
How to post outgoing events will teach you how you can post events such as emails directly from ERP5.