Contact/Exchange tracking

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

• Try our module
• Login : demo
• Password : demo

Purchase includes :

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

Purchase does not includes :

• Module configuration and installation help
• Formation in the use of the module
• Our team can support you in your needs (see our intervention packages 1h, 5h or 10h)

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.

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