[Erp5-users] Simple support task management

Yusei TAHARA yusei at nexedi.com
Thu Sep 18 09:40:43 CEST 2014


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 Wölfel <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.
> 
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-- 
Yusei TAHARA <yusei at nexedi.com>
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