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    Allows you to program different types of reminders based on a trigger. RemindMe is here for you!

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Nuovi Prodotti

  • PDF Template Builder

    Create and manage customizable PDF templates for Dolibarr documents. Design templates for Proposals, Orders, Invoices and Shipments using a visual editor with drag-and-drop blocks, columns and real-time preview. Customize fonts, colors and layout, reuse images, and define global templates available in Dolibarr’s standard document template selectors.

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  • Dolibarr The Book 23.0 (French version)

    The 27 edition of this book is being published at a time when the reputation of Dolibarr™ is already well established. 24 years after the first lines of code were written by Rodolphe Quiédeville, under the leadership of Laurent Destailleur and with the help of many contributors, the Dolibarr™ ERP/CRM has become a key player in the world of Open Source software.

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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 €
Al netto delle imposte

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  • Autore INOVEA CONSEIL
  • Versione modulo 2.3.11
  • Rilascio data 05/06/2018
  • Accesso agli aggiornamenti e ai download 180 giorni

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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