Interventi Avanzato Il modulo "Interventi Avanzato” è stato pensato per tutte aziende la cui gestione degli interventi sul cliente rappresenta una parte essenziale dell’attività lavorativa. La gestione del flusso dei dati parte dalla pianificazione degli interventi sull’Agenda, quest'ultima è stata migliorata inserendo la possibilità di vedere gli interventi sulla mappa e di calcolare il percorso più breve per raggiungere il cliente. Succesivamente gli eventi sono trasformati in interventi e questi possono: .dare origine alle fatture verso il cliente. Il servizio associato all'evento viene generato in automatico .movimentare i magazzini relativamente al materiale impiegato nell’intervento . opzionalmente generare la nota spese dell’operatore comprensiva dei chilometri percorsi.

Agenda Use the Dolibarr Agenda as a common shared calendar enhanced with features dedicatedto your ERP / CRM (links to your customers, employees, projects, invoices, ...) Create manually events, past or future Record your events in the embedded agenda : Past events for tracking purpose , or Future events for remind purpose . Assign events to a customer/contact, project and/or users. If the module Resources is activated, you can also assign resources to your event , for exemple to track which room is occupied, which car is hired or which video projector is reserved, when and by who Setup module to define events to be recorded automatically Using the setup of Agenda module, you can decide to record automatically events related to any business action that occurs into application (For example, track your order, proposal or invoice status change, track creation or deletion of new customers, ...) Read events into different agenda views Read and search events using filters to see only events you are interesting on (by user, customer, project, status or type). If you need, include in the agenda view, any events recorded into an external calendar (in read-only mode using the ical/ics import). Or export your events into any external calendar using the ical/ics export link. You can use different rendering views to read your events (view by day, by week, by month, by user, or simple list ). For example, the view "per month" or "per week" is interesting to show past or coming events while the view "per user" is great to see which user is busy or free to find the best moment to create a new meetings.

Projects, Tasks Projects and tasks are useful to follow leads, opportunities or projects. Track also how much your projects can bring back to your company, and their profit or cost. Create Projects, Leads or Opportunities Use the Dolibarr project according to your need. Follow Leads , Opportunities , Internal, customer or supplier projects . Add the predefined fields of your choice to make the data managed more complete and as accurate as you need. Define who can view or edit the project Make the project public or select the employees and / or partners who will participate. Allowed users will be able to enter time spent if you decide to use timesheet feature . Create tasks If you need to follow dedicated tasks, create them into your projects. You can define properties on your tasks like planned workload , assign specific users or no t. You can also create sub-tasks and have a hierarchy of tasks. Record time spent on Projects / Tasks If you decide to use Dolibarr projects to follow time spent, let each user declare its time on a daily basis with a dedicated interface, or on a weekly or monthly basis with another one. Enter the estimated progress of your tasks/project during the same step than when entering your time spent, so you don't forgot it and comparison time spent with work really done is always up to date. If a hourly rate is set in your users card, then a task cost for the time spent will also be automatically calculated and reported. More information available on timesheet feature. Follow your project or tasks Follow your projects : If you use opportunities, get instantly the potentiel turnover of your leads, weighted with the probability , to get your future turnover. If you decide to use tasks, follow their progress and compare with what you planned . Show the planning using the Gantt view . Project overview Projects offer an overview tab displaying a lot of information about projects and linked elements in Dolibarr such as proposals, invoices, orders... All these data allow you to determine gains and losses resulting from the project.

Surveys Ask your employees or partners their choice or opinion on any topic. Give your contacts an online access to the poll. You can create polls to determine the best date for a meeting, to vote for an election, or any other topic. Several options such as receiving email for each vote, writing comments, make vote public or private can be enabled. Create the poll or survey and add the questions you want to ask Choose the best type of poll matching your need (date poll to select different days/hours in a calendar, or vote/standard poll to select with a list yes/no or for/against). Define the title, a closing date and a description that will be displayed on the public or private poll page. Create as many questions/answers as you need. Choose among several options like : Receive an email for each vote. Allow voters to add comments in the poll. Allow voters to see or not other people's vote. The module will give you an URL related to your survey to allow people to vote with any browser... Ask your employees, colleagues or partners to vote Send the created poll link by email or put the poll link online on your website, so people can vote and maybe post comments. All this in few clicks only. You can also use the mass emailing module of Dolibarr to inform your contacts of the poll availability ! Read and download the poll results In the end, you can administer your polls and surveys, read, download and analyze the results of your polls and surveys from the back office. Retrieve all your polls, past, current and to launch. Find a summary of votes and details for each voters, read comments, close or reopen a poll at any time.

Domande Frequenti - MENTEFRESCA

Rimborsi Chilometrici

Rimborsi Chilometrici Permette di stampare i rimborsi chilometrici dal modulo Nota spese. Le righe di nota spesa relative ai rimborsi chilometrici saranno individiare e stampate su un modulo a parte.

Di webmaster|2020-02-06T18:14:18+00:00Febbraio 6th, 2020|DOLIBARR - MODULI OPG|Commenti disabilitati

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Invio Fatture Via Email

Invio Fatture Via Email Il modulo "Invio Fatture via Email" permette di comprimere i pdf delle fatture e di allegarli ad una mail. Può essere utilizzato, ad esempio, per inviarle al proprio commercialista. In questo modulo: - le fatture dei clienti e dei fornitori possono essere gestite separatamente e inviate a indirizzi differenti - i [...]

Di webmaster|2020-02-06T18:13:14+00:00Febbraio 6th, 2020|DOLIBARR - MODULI OPG|Commenti disabilitati

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Eventi Ricorrenti in Agenda

Eventi Ricorrenti in Agenda Il modulo "Eventi Ricorrrenti in Agenda"permette, di duplicare per n volte un evento dell'agenda, utilizzando diversi criteri di ricorrenza (giornaliero, settimanale, mensile, annuale) per il numero definito di volte o fino alla data desiderata.

Di webmaster|2020-02-06T18:12:21+00:00Febbraio 6th, 2020|DOLIBARR - MODULI OPG|Commenti disabilitati

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Interventi Avanzato

Interventi Avanzato Il modulo "Interventi Avanzato” è stato pensato per tutte aziende la cui gestione degli interventi sul cliente rappresenta una parte essenziale dell’attività lavorativa. La gestione del flusso dei dati parte dalla pianificazione degli interventi sull’Agenda, quest'ultima è stata migliorata inserendo la possibilità di vedere gli interventi sulla mappa e di calcolare il percorso [...]

Di webmaster|2020-02-06T18:11:15+00:00Febbraio 6th, 2020|DOLIBARR - MODULI OPG|Commenti disabilitati

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ECM Avanzato

ECM Avanzato Il modulo “Documenti Avanzato” estende le funzionalità di quello standard “Documenti”. Come nel modulo standard di Dolibarr, permette l’upload di documenti manuali, ma, in aggiunta, questi documenti possono essere classificati in categorie e associati a uno o più tags. Ogni documento automatico (ordini, fatture, …) viene inoltre, al momento della sua creazione , [...]

Di webmaster|2020-02-06T18:10:11+00:00Febbraio 6th, 2020|DOLIBARR - MODULI OPG|Commenti disabilitati

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CRM Avanzato

CRM Avanzato Il modulo "CRM Avanzato" inserisce in Dolibarr funzionalità tipiche dei prodotti CRM (Customer Relationship Management) avanzati. Tutte le "attività" effettuate verso il cliente sono assegnate ad un dipendente, tracciate e categorizzate, Le mail e gli SMS inviate a i clienti sono inoltre automaticamente inseriti nelle "attività". La gestione delle Campagne a cui tutte [...]

Di webmaster|2020-02-06T18:09:19+00:00Febbraio 6th, 2020|DOLIBARR - MODULI OPG|Commenti disabilitati

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Agenda

Agenda Use the Dolibarr Agenda as a common shared calendar enhanced with features dedicatedto your ERP / CRM (links to your customers, employees, projects, invoices, ...) Create manually events, past or future Record your events in the embedded agenda : Past events for tracking purpose, or Future events for remind purpose. Assign events to a customer/contact, project [...]

Di webmaster|2020-02-06T18:07:10+00:00Febbraio 6th, 2020|# DOLIBARR - MODULI BASE, Productivity|Commenti disabilitati

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Interventions

Interventions Create intervention record. Convert your interventions into invoices to bill your customers. Create intervention record to track intervention to do or done. Attach your intervention to a project if you want to have your intervention visible in the 360 degree view of projects. Use any predefined products or services to fill quickly your intervention record, or enter [...]

Di webmaster|2020-02-06T18:04:12+00:00Febbraio 6th, 2020|# DOLIBARR - MODULI BASE, Productivity|Commenti disabilitati

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Projects, Tasks

Projects, Tasks Projects and tasks are useful to follow leads, opportunities or projects. Track also how much your projects can bring back to your company, and their profit or cost. Create Projects, Leads or Opportunities Use the Dolibarr project according to your need. Follow Leads, Opportunities, Internal, customer or supplier projects. Add the predefined fields of your choice to [...]

Di webmaster|2020-02-07T08:03:07+00:00Febbraio 6th, 2020|# DOLIBARR - MODULI BASE, Productivity|Commenti disabilitati

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Surveys

Surveys Ask your employees or partners their choice or opinion on any topic. Give your contacts an online access to the poll. You can create polls to determine the best date for a meeting, to vote for an election, or any other topic. Several options such as receiving email for each vote, writing comments, make vote public [...]

Di webmaster|2020-02-06T17:08:58+00:00Febbraio 6th, 2020|# DOLIBARR - MODULI BASE, Marketing|Commenti disabilitati

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