Promociones

  • MBI Yousign firma certificada eIDAS

    El módulo MBI Signature Yousign permite a sus terceros firmar presupuestos, pedidos, contratos, mandatos SEPA, intervenciones y albaranes de recepción a través de Yousign, así como documentos externos adjuntos y archivos externos. La firma certificada eIDAS incluye un código SMS para verificar la identidad del firmante.

    20,00 €  (33.25€)
  • DigiRisk

    DigiRisk permite crear, gestionar y actualizar el Documento Único de Evaluación de Riesgos (DUERP) directamente en Dolibarr. Cumple con la normativa vigente e integra la evaluación de riesgos, el plan de acción (PAPRIPACT), la gestión de accidentes y mucho más.

    150,00 €  (180.00€)

Nuevos productos

  • Seguimiento de la Producción

    El módulo Seguimiento de la Producción es un componente integrado en un sistema de gestión de la producción, diseñado para optimizar y supervisar los procesos de fabricación.

    300,00 €
  • Auto Incoterms

    Automatically and quickly update your customers' Incoterms with the city and country indicated in their address. Display the city and country in the Incoterms mention on customer commercial documents (quotes, orders, shipments, invoices).

    30,00 €

Contact/Exchange tracking

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This module makes it possible to follow prospecting, the daily management of the customers, the follow-up of the unpaid bills, the after-sales service, ... by registering all the contacts with the thirdparties. You will be able to follow all incoming and outgoing contacts, whether telephone, physical, email, ...

150,00 €
Sin IVA

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  • Autor INOVEA CONSEIL
  • Versión del módulo 2.3.11
  • Fecha de lanzamiento 05/06/2018
  • Acceso a actualizaciones y descargas 180 días

Más información...

 

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Contact / Exchange tracking
➦ Editor : Inovea Conseil
➦ Version : auto
➦ Compatibility : Dolibarr auto - auto		 ➦ Languages : FR EN

Module description

The module will track contacts/exchanges made with customers, prospects or suppliers.
You can record each exchange made (incoming or outgoing) with the thirdparty by phone, email, physics, .... to ensure a true follow-up of prospection and customers.


A history allows to trace on each item (thirdparties, contacts, quotes, invoices, ...) all the exchanges linked with the details of each exchange.


To facilitate the recording of exchanges, you will be able to choose the display mode of the record button:
- a floating button, present on all Dolibarr pages
- a classic button at the bottom of Dolibarr's various cards

A "reminder" system allows you to record future exchanges to be made with your customers, suppliers (for you and/or your colleagues) and you can be notified of the exchange to make.

 

COMPATIBLExith : Multi-company - Quicklist - List import/export

Documentation

  • You will find attached the module documentation
  • Documentation (FR )

 Demo

Purchase includes :

  • User guide
  • Access to 6 month updates
  • Corrective maintenance in the event of a proven malfunction

Purchase does not includes :

Support & Assistance Inovea Conseil

If you notice a malfunction of the module, access the support link below with all the information necessary to process your request :

  • Module version and Dolibarr version ?
  • Detailed problem encountered: when does it occur ?
  • How to reproduce it ? (with screenshot)
 

Remember to read the user documentation before sending us a request ! You may find your answer there.

  • Inovea-Conseil-Support-ERP-DOLIBARR

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If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org