From test at wolff-online.nl  Thu Sep 18 08:34:44 2014
From: test at wolff-online.nl (test mail)
Date: Thu, 18 Sep 2014 08:34:44 +0200
Subject: [Erp5-users] Simple support task management
Message-ID: <CAMAnD0DuX1A8shO=8HxQP21DRS=WW+BixoSij340N-JZ=4tqFg@mail.gmail.com>

Hello,

for a client I want to use ERP5 for simple support task management.

"when a client calls", a support entry has to be made and subsequently
assigned to someone. Then if it is solved, the task have to be set to
completed.

That's all. Question is how and where to begin,

best regards
Carl.
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From yusei at nexedi.com  Thu Sep 18 08:56:24 2014
From: yusei at nexedi.com (Yusei TAHARA)
Date: Thu, 18 Sep 2014 15:56:24 +0900
Subject: [Erp5-users] Simple support task management
In-Reply-To: <CAMAnD0DuX1A8shO=8HxQP21DRS=WW+BixoSij340N-JZ=4tqFg@mail.gmail.com>
References: <CAMAnD0DuX1A8shO=8HxQP21DRS=WW+BixoSij340N-JZ=4tqFg@mail.gmail.com>
Message-ID: <20140918155624.37d0ed54caae45f5f1bb82ee@nexedi.com>

Hi,

It is possible to implement such a system. You can use erp5_project
business template to get Task Module. And then you will probably need
to customize workflow definition of task document at least.

There are learning materials:
  http://www.erp5.com/documentation/developer

"How to create a forum module" is the simplest tutorial for beginners:
  http://www.erp5.com/developer-Learning.Track.Forum/view

To use the ERP5 Virtual machine should be the easiest way to get ERP5
environment:
  http://www.erp5.com/P-CLOUDIA-Howto.ERP5.VM
  (There is a way to complie ERP5 by yourself, but it is more difficult
   and take time.)

To understand how to develop a system based on ERP5 will take some
months at least.

Regards,
Yusei


On Thu, 18 Sep 2014 08:34:44 +0200
test mail <test at wolff-online.nl> wrote:

> Hello,
> 
> for a client I want to use ERP5 for simple support task management.
> 
> "when a client calls", a support entry has to be made and subsequently
> assigned to someone. Then if it is solved, the task have to be set to
> completed.
> 
> That's all. Question is how and where to begin,
> 
> best regards
> Carl.


-- 
Yusei TAHARA <yusei at nexedi.com>
Nexedi: Consulting and Development of Free / Open Source Software
http://www.nexedi.co.jp/
ERP5: Full Featured High End Open Source ERP
http://www.erp5.com/
ERP5 Wiki: Developer Zone for ERP5 Community
http://www.erp5.org/

From k.woelfel at gmx.de  Thu Sep 18 09:00:08 2014
From: k.woelfel at gmx.de (Klaus =?ISO-8859-1?Q?W=F6lfel?=)
Date: Thu, 18 Sep 2014 09:00:08 +0200
Subject: [Erp5-users] Simple support task management
In-Reply-To: <CAMAnD0DuX1A8shO=8HxQP21DRS=WW+BixoSij340N-JZ=4tqFg@mail.gmail.com>
References: <CAMAnD0DuX1A8shO=8HxQP21DRS=WW+BixoSij340N-JZ=4tqFg@mail.gmail.com>
Message-ID: <44097576.sgcAaM796X@klaus-satellite-z930>

Hi,

I suggest you to start here:

http://www.osoe-project.org/osoe-Lecture.ERP.Configuration.Introduction

To try out you can first use the Virtual Machine
"Preparations A: Virtual Machine Course Variant"

Then look especially at Session 1: Carreers and Assignments
and Session 2: CRM Tickets and Events

A Support Entry is in ERP5 a Ticket called "Support Request"
A call is an Event in ERP5. Various Events can be associated  to the same 
Sipport Request.

Regards,

Klaus


Am Donnerstag, 18. September 2014, 08:34:44 schrieb test mail:
> Hello,
> 
> for a client I want to use ERP5 for simple support task management.
> 
> "when a client calls", a support entry has to be made and subsequently
> assigned to someone. Then if it is solved, the task have to be set to
> completed.
> 
> That's all. Question is how and where to begin,
> 
> best regards
> Carl.


From k.woelfel at gmx.de  Thu Sep 18 09:09:11 2014
From: k.woelfel at gmx.de (Klaus =?ISO-8859-1?Q?W=F6lfel?=)
Date: Thu, 18 Sep 2014 09:09:11 +0200
Subject: [Erp5-users] Simple support task management
In-Reply-To: <20140918155624.37d0ed54caae45f5f1bb82ee@nexedi.com>
References: <CAMAnD0DuX1A8shO=8HxQP21DRS=WW+BixoSij340N-JZ=4tqFg@mail.gmail.com>
	<20140918155624.37d0ed54caae45f5f1bb82ee@nexedi.com>
Message-ID: <2986226.dsTDF96Md2@klaus-satellite-z930>

Hi,

Am Donnerstag, 18. September 2014, 15:56:24 schrieb Yusei TAHARA:
> Hi,
> 
> It is possible to implement such a system. You can use erp5_project
> business template to get Task Module. And then you will probably need
> to customize workflow definition of task document at least.

I am not sure if Task module is necessary. I think ERP5 Tickets and Events 
which are in ERP5 Standard installation are enough. 

Regards,

Klaus

> 
> There are learning materials:
>   http://www.erp5.com/documentation/developer
> 
> "How to create a forum module" is the simplest tutorial for beginners:
>   http://www.erp5.com/developer-Learning.Track.Forum/view
> 
> To use the ERP5 Virtual machine should be the easiest way to get ERP5
> environment:
>   http://www.erp5.com/P-CLOUDIA-Howto.ERP5.VM
>   (There is a way to complie ERP5 by yourself, but it is more difficult
>    and take time.)
> 
> To understand how to develop a system based on ERP5 will take some
> months at least.
> 
> Regards,
> Yusei
> 
> 
> On Thu, 18 Sep 2014 08:34:44 +0200
> 
> test mail <test at wolff-online.nl> wrote:
> > Hello,
> > 
> > for a client I want to use ERP5 for simple support task management.
> > 
> > "when a client calls", a support entry has to be made and subsequently
> > assigned to someone. Then if it is solved, the task have to be set to
> > completed.
> > 
> > That's all. Question is how and where to begin,
> > 
> > best regards
> > Carl.


From test at wolff-online.nl  Thu Sep 18 09:28:02 2014
From: test at wolff-online.nl (test mail)
Date: Thu, 18 Sep 2014 09:28:02 +0200
Subject: [Erp5-users] Simple support task management
In-Reply-To: <2986226.dsTDF96Md2@klaus-satellite-z930>
References: <CAMAnD0DuX1A8shO=8HxQP21DRS=WW+BixoSij340N-JZ=4tqFg@mail.gmail.com>
	<20140918155624.37d0ed54caae45f5f1bb82ee@nexedi.com>
	<2986226.dsTDF96Md2@klaus-satellite-z930>
Message-ID: <CAMAnD0CLCsCQrktUFdJLbSZ_wvtuz_W9PF+crwV_WfhtrAuA=Q@mail.gmail.com>

Hello

Thanks
Best regards
Carl.

2014-09-18 9:09 GMT+02:00 Klaus W?lfel <k.woelfel at gmx.de>:

> Hi,
>
> Am Donnerstag, 18. September 2014, 15:56:24 schrieb Yusei TAHARA:
> > Hi,
> >
> > It is possible to implement such a system. You can use erp5_project
> > business template to get Task Module. And then you will probably need
> > to customize workflow definition of task document at least.
>
> I am not sure if Task module is necessary. I think ERP5 Tickets and Events
> which are in ERP5 Standard installation are enough.
>
> Regards,
>
> Klaus
>
> >
> > There are learning materials:
> >   http://www.erp5.com/documentation/developer
> >
> > "How to create a forum module" is the simplest tutorial for beginners:
> >   http://www.erp5.com/developer-Learning.Track.Forum/view
> >
> > To use the ERP5 Virtual machine should be the easiest way to get ERP5
> > environment:
> >   http://www.erp5.com/P-CLOUDIA-Howto.ERP5.VM
> >   (There is a way to complie ERP5 by yourself, but it is more difficult
> >    and take time.)
> >
> > To understand how to develop a system based on ERP5 will take some
> > months at least.
> >
> > Regards,
> > Yusei
> >
> >
> > On Thu, 18 Sep 2014 08:34:44 +0200
> >
> > test mail <test at wolff-online.nl> wrote:
> > > Hello,
> > >
> > > for a client I want to use ERP5 for simple support task management.
> > >
> > > "when a client calls", a support entry has to be made and subsequently
> > > assigned to someone. Then if it is solved, the task have to be set to
> > > completed.
> > >
> > > That's all. Question is how and where to begin,
> > >
> > > best regards
> > > Carl.
>
> _______________________________________________
> Erp5-users mailing list
> Erp5-users at erp5.org
> https://mail.tiolive.com/mailman/listinfo/erp5-users
>
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From yusei at nexedi.com  Thu Sep 18 09:40:43 2014
From: yusei at nexedi.com (Yusei TAHARA)
Date: Thu, 18 Sep 2014 16:40:43 +0900
Subject: [Erp5-users] Simple support task management
In-Reply-To: <2986226.dsTDF96Md2@klaus-satellite-z930>
References: <CAMAnD0DuX1A8shO=8HxQP21DRS=WW+BixoSij340N-JZ=4tqFg@mail.gmail.com>
	<20140918155624.37d0ed54caae45f5f1bb82ee@nexedi.com>
	<2986226.dsTDF96Md2@klaus-satellite-z930>
Message-ID: <20140918164043.d7b9f568c936a9c13aacdb4a@nexedi.com>

Hi Klaus,

As you said, CRM(erp5_crm) would be better than Task(erp5_projecct) for
that case, because it looks like customer support management.

Regards,
Yusei


On Thu, 18 Sep 2014 09:09:11 +0200
Klaus W?lfel <k.woelfel at gmx.de> wrote:

> Hi,
> 
> Am Donnerstag, 18. September 2014, 15:56:24 schrieb Yusei TAHARA:
> > Hi,
> > 
> > It is possible to implement such a system. You can use erp5_project
> > business template to get Task Module. And then you will probably need
> > to customize workflow definition of task document at least.
> 
> I am not sure if Task module is necessary. I think ERP5 Tickets and Events 
> which are in ERP5 Standard installation are enough. 
> 
> Regards,
> 
> Klaus
> 
> > 
> > There are learning materials:
> >   http://www.erp5.com/documentation/developer
> > 
> > "How to create a forum module" is the simplest tutorial for beginners:
> >   http://www.erp5.com/developer-Learning.Track.Forum/view
> > 
> > To use the ERP5 Virtual machine should be the easiest way to get ERP5
> > environment:
> >   http://www.erp5.com/P-CLOUDIA-Howto.ERP5.VM
> >   (There is a way to complie ERP5 by yourself, but it is more difficult
> >    and take time.)
> > 
> > To understand how to develop a system based on ERP5 will take some
> > months at least.
> > 
> > Regards,
> > Yusei
> > 
> > 
> > On Thu, 18 Sep 2014 08:34:44 +0200
> > 
> > test mail <test at wolff-online.nl> wrote:
> > > Hello,
> > > 
> > > for a client I want to use ERP5 for simple support task management.
> > > 
> > > "when a client calls", a support entry has to be made and subsequently
> > > assigned to someone. Then if it is solved, the task have to be set to
> > > completed.
> > > 
> > > That's all. Question is how and where to begin,
> > > 
> > > best regards
> > > Carl.
> 
> _______________________________________________
> Erp5-users mailing list
> Erp5-users at erp5.org
> https://mail.tiolive.com/mailman/listinfo/erp5-users


-- 
Yusei TAHARA <yusei at nexedi.com>
Nexedi: Consulting and Development of Free / Open Source Software
http://www.nexedi.co.jp/
ERP5: Full Featured High End Open Source ERP
http://www.erp5.com/
ERP5 Wiki: Developer Zone for ERP5 Community
http://www.erp5.org/