Promozioni

  • Gantt professionale avanzato Dolibarr

    Ti piacerebbe vedere evolvere il tuo progetto in modo efficiente e strutturato? Il modulo Gantt Professional Advanced ti consente di gestire tutti i tuoi progetti in un unico posto, senza la necessità di utilizzare Gantt Project. Crediamo che tu possa gestire efficacemente i tuoi progetti con gli strumenti giusti e il modulo avanzato Gantt Professional è uno di questi.

    600,00 €
  • CRM 360

    This module provides a comprehensive overview of customer interactions and data, centralizing all relevant information in one place.

    175,00 €  (350€)

Nuovi Prodotti

  • Unione delle righe

    LineMerger è un modulo per Dolibarr ERP & CRM che ottimizza la gestione dei documenti commerciali raggruppando automaticamente le righe simili in ordini, fatture, documenti di consegna e altri documenti. Il modulo identifica le righe con lo stesso prezzo, la stessa aliquota IVA e lo stesso sconto, quindi le unisce in un’unica riga per semplificare la presentazione dei documenti.

    69,00 €
  • Auto-Entrepreneur Accounting for Dolibarr – URSSAF, Income Tax (IR) & CFP

    Calculate URSSAF contributions from cash turnover and prepare monthly/quarterly declarations in Dolibarr, including income tax withholding (IR / “versement libératoire”) and CFP.

    89,00 €

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 € Al netto delle imposte

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

Maggiori informazioni...

 

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