> Modules/Plugins>CRM>Portofolio : User assignment to third parties and groups
Portofolio : User assignment to third parties and groups View larger

Portofolio : User assignment to third parties and groups

c718d20180324180422

New

Simplifies the allocation of commercial portfolios . No need to go on each client card to identify users/salespeople who have access to it : sort customers, select salesman and validate assignment or modification.

More details

45,00 €

Previous Next

More info

Our modules
Our services
Our user guides

 

portofolio
Version : auto - show the ChangeLog.
Editor/ Licence : Charlie BENKE/ GPL v3
Prerequisites:
  • Dolibarr minimum recommended version : 8.0.x
  • Dolibarr minimum supported version : auto *
  • Dolibarr maximum version : auto
* Note : Our modules are optimized for the last 3 major stable versions of Dolibarr (7.0.x, 6.0.x and 5.0.x). Their functionalities may therefore be limited if used on older versions.

 

Languages:
  •  English
  •  French

Resources :

Support :

 Contact Form (FR / EN )

 
Installation :
  • Download the module archive file (.zip) from the dolistore.com website,
  • Extract this folder in your dolibarr /htdocs/custom directory,
  • The module can then be activated (), set up () from the modules setting page and run.

More information (activating /custom directory, CoreChange , compatibility limits...) downloading the user guide (FR / EN ).
Update:
  • Availability:
    Our modules incorporate a feature that allows you to quickly identify if your environment runs their latest version and the features it includes.
    Learn more...
  • Procedure :
    Access to the updates of our modules is free for 1000 days from their date of purchase on the Dolistore.
    Before updating, make sure that the module is officially compatible with the Dolibarr version on which you want to install it.
    Learn more...

 

You may also be interested in other modules:
MyList allows the creation of lists from Dolibarr data and an SQL query.
More than 300 pages of how-to, advice, best practices, tips and tricks to take full advantage of Dolibarr's features as part of a service delivery business. 4 formats : PDF, epub, html and print. Only in French at the moment :-(