Promotions

  • Advanced Notifier

    Our advanced notification module is designed to enhance the efficiency of your company by keeping you informed of events directly from your Dolibarr interface.

    125.00 €  (300€)
  • Advanced Professional Gantt Dolibarr

    Would you like to see your project evolve in an efficient and structured way? The Gantt Professional Advanced Module allows you to manage all your projects in one place, without the need to use Gantt Project. We believe that you can effectively manage your projects with the right tools in place, and the Gantt Professional Advanced Module is one of them.

    300.00 €  (600€)

New products

  • DoliPortail

    Extend Dolibarr's native WebPortal with a client-facing product catalogue, online ordering workflow and bidirectional document sharing. Everything on your own server

    180.00 €
  • Change ThirdParty

    This module adds a button to change thirdparty for buy/sales related documents, even if the document is validated (no need to return it to draft or reopen it again) Following documents are included.: - Commercial proposals - Customer Orders - Vendor proposals - Purchase orders - Contracts/Subscriptions - Customer invoices - Vendor invoices

    20.00 €

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 €
Excl. tax

Previous Next
  • Author INOVEA CONSEIL
  • Module version 2.3.11
  • Release date 06/05/2018
  • Access to download and updates 180 days

More info...

 

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