Werbeaktionen

  • Fast Product - CODE 42

    Allows you to create products or services directly in the Sales Proposals, Sales Orders and Invoices interface.

    15,00 €  (30€)
  • Fortgeschrittener professioneller Gantt Dolibarr

    Möchten Sie, dass sich Ihr Projekt effizient und strukturiert entwickelt? Mit dem Modul „Gantt Professional Advanced“ können Sie alle Ihre Projekte an einem Ort verwalten, ohne Gantt Project verwenden zu müssen. Wir glauben, dass Sie Ihre Projekte mit den richtigen Tools effektiv verwalten können, und das Gantt Professional Advanced Module ist eines davon.

    300,00 €  (600€)

Neue Produkte

  • Reportex - Geschäftsberichte für Dolibarr

    Umfassendes Geschäftsberichtsmodul für Dolibarr mit 9 Berichten: Verkauf, Margen, Lieferantenzahlungen, Ausgaben & Gehalt, Versand, Produkt-Kardex, Bestand, Kundenportfolio und Bank-Kardex.

    10,00 €
  • DoliClaw - AI assistant

    DoliClaw turns your Dolibarr into an ERP you can actually talk to. Ask questions in natural language, get instant answers from your own data, and manage your business without navigating complex menus. The assistant is available on every Dolibarr page as a discreet floating widget. You can also connect you Doliclaw to Telegram and then send him text message or vocal notes !

    190,00 €

Contact/Exchange tracking

c868d20180605101021

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 €
Netto

Previous Next
  • Autor INOVEA CONSEIL
  • Modulversion 2.3.11
  • Veröffentlichungsdatum 05.06.2018
  • Zugriff auf Updates und Downloads 180 Tage

Mehr Infos...

 

logo inovea conseil    

 

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

Our other services

 

To discover



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