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11
-
10
2021
Create the related organisation
Create the related organisation of the new person by clicking on Add Organisation.
Categories
create
;
related organisation
08
-
10
2021
Add people: Other tabs in the 'Details' page
Other tabs in the Details page when creating the new person.
Categories
create
;
new
;
person
;
other
;
tab
08
-
10
2021
Create response
The screenshot shows the after Deliver the Event we have to handle, the next step can be to "Create Response" directly from the delivered Event's page.
Categories
incoming event
;
support request
;
create
;
response
08
-
10
2021
Assign Event to Ticket
The screenshot shows that to assign the Received Event to a Ticket, the first step is to click on the 'Create Follow Up Ticket' in the Action item list.
Categories
incoming event
;
assign
;
create
;
follow up
;
ticket
08
-
10
2021
A draft Event has been created
The screenshot shows a new Event has been created which has a state of 'Draft'.
Categories
incoming event
;
create
;
draft
;
state
08
-
10
2021
Create a new Event (2): Set Event title, type, direction and paste the email 2
The screenshot shows the second step to create a new Event from the person's document is to set Event title, type and direction.
Categories
incoming event
;
create
;
new event
;
title
;
type
;
direction
08
-
10
2021
Create a new Event (2): Set Event title, type, direction and paste the email
The screenshot shows the second step to create a new Event from the person's document is to set Event title, type and direction.
Categories
incoming event
;
create
;
new event
;
title
;
type
;
direction
08
-
10
2021
Create a new Event (1): Action list
The screenshot shows the first step to create a new Event from the person's document is to click on 'Create New Event' on the Action list.
Categories
incoming event
;
create
;
new event
;
action list
08
-
10
2021
Create a new Event from the 'Action' item list
The screenshot shows the first step to create Event is to choose the 'Create New Event' from the 'Action' item list.
Categories
create
;
new
;
event
;
campaign
08
-
10
2021
Create a marketing campaign: Click on the 'New' tab
Create a marketing campaign: Click on the 'New' tab
Categories
ticket
;
marketing campaign
;
create
;
new
;
tab
08
-
10
2021
Validate new organisation (1): Click on the 'Action' tab
Other tabs in the Details page when creating the new organisation.
Categories
create
;
new
;
organisation
;
other
;
tab
08
-
10
2021
Add organisations: Other tabs in the 'Details' page
Other tabs in the Details page when creating the new organisation.
Categories
create
;
new
;
organisation
;
other
;
tab
07
-
05
2021
Create the related organisation
Create the related organisation of the new person by clicking on Add Organisation.
Categories
create
;
related organisation
05
-
01
2021
Create response
The screenshot shows the after Deliver the Event we have to handle, the next step can be to "Create Response" directly from the delivered Event's page.
Categories
incoming event
;
support request
;
create
;
response
05
-
01
2021
Assign Event to Ticket
The screenshot shows that to assign the Received Event to a Ticket, the first step is to click on the 'Create Follow Up Ticket' in the Action item list.
Categories
incoming event
;
assign
;
create
;
follow up
;
ticket
05
-
01
2021
A draft Event has been created
The screenshot shows a new Event has been created which has a state of 'Draft'.
Categories
incoming event
;
create
;
draft
;
state
05
-
01
2021
Create a new Event (2): Set Event title, type, direction and paste the email 2
The screenshot shows the second step to create a new Event from the person's document is to set Event title, type and direction.
Categories
incoming event
;
create
;
new event
;
title
;
type
;
direction
05
-
01
2021
Create a new Event (2): Set Event title, type, direction and paste the email
The screenshot shows the second step to create a new Event from the person's document is to set Event title, type and direction.
Categories
incoming event
;
create
;
new event
;
title
;
type
;
direction
28
-
12
2020
Add people: Click on 'Persons'
The screenshot of ERP5 Express menu showing the second step to add new people is to click on the "Persons" button.
Categories
erp5
;
express
;
menu
;
create
;
person
28
-
12
2020
Add organisations: Other tabs in the 'Details' page
Other tabs in the Details page when creating the new organisation.
Categories
create
;
new
;
organisation
;
other
;
tab
discussions