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| Case tracking | Configuration of the CRM |
The third tab of partner feature centralizes all relating information to this partner. That can be the receipt of an email, a phone call, the order confirmation, theinvoice validation,... the advantage of this functionality is to obtain all the partner history of the for a fast outline of the last communications.
Certain events can be manually encoded (telephone call), others are interfaced by XML-RPC (request coming from a Web site, interface with Outlook) and others still are generated automatically by Tiny ERP. The automatic events can come from several sources:
To activate and/or deactivate sources of partners events, use the menu: CRM & SRM > Definitions > Active Partners Events. Then reverse simply 'active' field. That allows to select information which you wish to obtain on a partner feature and not to put the other data not to overload the feature.
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| Case tracking | Configuration of the CRM |