<p><imgalt="Validate new organisation (2): Click on 'Validate'"src="user-Howto.Add.Organisations.Validate.2.Validate.Screenshot.Svg?format=png"title="Validate new organisation (2): Click on 'Validate'"/></p>
<imgalt="Validate new organisation (2): Click on 'Validate'"src="user-Howto.Add.Organisations.Validate.2.Validate.Screenshot.Svg?format=png"title="Validate new organisation (2): Click on 'Validate'"/>=
<detailsopen="open">
<p>Click on the“Validate”.</p>
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@@ -325,7 +325,7 @@
<sectionclass="screenshot">
<h1>How to Check the Creation (1)</h1>
<p><imgalt="Check organisation creation (1): Click on the 'Modules' tab"src="user-Howto.Add.Organisations.Check.Creation.Browse.Organisations.Base.Svg?format=png"title="Check organisation creation: Browse the 'Organisations' database"/></p>
<imgalt="Check organisation creation (1): Click on the 'Modules' tab"src="user-Howto.Add.Organisations.Check.Creation.Browse.Organisations.Base.Svg?format=png"title="Check organisation creation: Browse the 'Organisations' database"/>
<detailsopen="open">
<p>To check the new organisation, you will have to navigate to the list of existing organisations.</p>
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@@ -377,7 +377,7 @@
<sectionclass="screenshot">
<h1>Use "Modules" tab</h1>
<p><imgalt="Check organisation creation: Browse the 'Organisations' database"src="user-Howto.Add.Organisations.Check.Creation.Browse.Organisations.Base.Svg?format=png"title="Check organisation creation: Browse the 'Organisations' database"/></p>
<imgalt="Check organisation creation: Browse the 'Organisations' database"src="user-Howto.Add.Organisations.Check.Creation.Browse.Organisations.Base.Svg?format=png"title="Check organisation creation: Browse the 'Organisations' database"/>
<detailsopen="open">
<p>You can use the "Modules" tab in the home page sidebar to check the “Currencies”, “Organisations” and“Persons”stored in your ERP5 database. Just click on the related name under the “Base”module.</p>
<h1>From the “New” tab to create Person</h1>
<p><imgalt="Add people: Click on the 'New' tab"src="user-Howto.Manage.Support.Requests.Browse.Persons.Svg?format=png"title="Browse for John Doh in your ERP5"type="image/png"/></p>
<imgalt="Add people: Click on the 'New' tab"src="user-Howto.Manage.Support.Requests.Browse.Persons.Svg?format=png"title="Browse for John Doh in your ERP5"type="image/png"/>
<detailsopen="open">
<p>After you log in your ERP5 instance, in the ERP5 home page, click on “new” in the tab menu, you will see the Base area on the first line. The Base area gathers the person and organisation creation functions. This is also in this module that you will be able to add a currency for example. Then, click on “person” to create a person. This will open the View page of a new Person's document where you will have to fill with the required information.</p>
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@@ -389,7 +389,7 @@
<sectionclass="screenshot">
<h1>Use "Modules" tab</h1>
<p><imgalt="Check person creation: Browse the 'Persons' database"src="user-Howto.Add.People.Check.Creation.1.Modules.Persons.Svg?format=png"title="Check person creation (1): Click on the 'Modules' tab"type="image/svg+xml"/></p>
<imgalt="Check person creation: Browse the 'Persons' database"src="user-Howto.Add.People.Check.Creation.1.Modules.Persons.Svg?format=png"title="Check person creation (1): Click on the 'Modules' tab"type="image/svg+xml"/>
<detailsopen="open">
<p>You can also use the "Modules" tab on the sidebar of the page to check the persons stored in your ERP5 database. Just click on “Persons” in the “Base”module, which is the module that gathers “Currencies”, “Organisations” and “Persons”.</p>
<h1>Go to the person's page (1) From ERP5 home menu</h1>
<p><imgalt="Browse the 'Persons' database to reach the person's page"src="user-Howto.Add.People.Check.Creation.1.Modules.Persons.Svg?format=png"title="Check person creation (1): Click on the 'Modules' tab"type="image/svg+xml"/></p>
<imgalt="Browse the 'Persons' database to reach the person's page"src="user-Howto.Add.People.Check.Creation.1.Modules.Persons.Svg?format=png"title="Check person creation (1): Click on the 'Modules' tab"type="image/svg+xml"/>
<detailsopen="open">
<p>First, you need to go to the page of the person you want to link to the existing organisation. You can reach this page by clicking on “Persons” in the “Modules”page.</p>
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@@ -198,12 +196,12 @@
</test></section>
<sectionclass="screenshot">
<h1>Choose the organisation and set the relation</h1>
<p><imgalt="Set relation: choose the existing organisation 1"src="user-Howto.Link.People.To.Existing.Organisations.Set.Relation.Choose.Existing.Organisation.1.Svg?format=png"title="Set relation: choose the existing organisation"type="image/svg+xml"/></p>
<p><imgalt="Set relation: choose the existing organisation 2"src="user-Howto.Link.People.To.Existing.Organisations.Set.Relation.Choose.Existing.Organisation.2.Svg?format=png"title="Set relation: choose the existing organisation"type="image/svg+xml"/></p>
<h1>Choose the organisation and set the relation(1)</h1>
<imgalt="Set relation: choose the existing organisation 1"src="user-Howto.Link.People.To.Existing.Organisations.Set.Relation.Choose.Existing.Organisation.1.Svg?format=png"title="Set relation: choose the existing organisation"type="image/svg+xml"/></section>
<sectionclass="screenshot">
<h1>Choose the organisation and set the relation(2)</h1>
<imgalt="Set relation: choose the existing organisation 2"src="user-Howto.Link.People.To.Existing.Organisations.Set.Relation.Choose.Existing.Organisation.2.Svg?format=png"title="Set relation: choose the existing organisation"type="image/svg+xml"/>
<detailsopen="open">
<p>Here are some points you need to pay attention to in this step</p>
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@@ -277,7 +275,7 @@ After you have set the relation, the "magnify glass" icon will ch
<sectionclass="screenshot">
<h1>Check the relation (2)</h1>
<imgalt="Check relation: Check the person's line"src="Howto.Link.People.To.Existing.Organisations.Check.Relation.2.Check.Person.Line.Svg?format=png"title="Check relation: Check the person's line"type="image/svg+xml"/>
<imgalt="Check relation: Check the person's line"src="user-Howto.Link.People.To.Existing.Organisations.Check.Relation.2.Check.Person.Line.Svg?format=png"title="Check relation: Check the person's line"type="image/svg+xml"/>
<detailsopen="">
<p><strong>2. Check on the linked person's information line.</strong></p>
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@@ -395,4 +393,4 @@ To do this, first browse the item menu circled in red, then click on “Crea
<p><imgalt="Create a new document"src="osoe-howto-create.new.document.versioning-screenshot.svg?format=png"title="Create a new document"type="image/png"/></p>
<imgalt="Create a new document"src="osoe-howto-create.new.document.versioning-screenshot.svg?format=png"title="Create a new document"type="image/png"/>
<detailsopen="open">
<p>In ERP5 you can create many different documents. In order to add a document, you can <b>click on the tab 'New'</b> on the sidebar of your ERP5 instance, then choose the kind of document you want to create. In our example we will <b>create a text</b> document.</p>
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@@ -86,8 +84,7 @@
</tr>
</tbody>
</table>
</test>
</section>
</test></section>
<sectionclass="screenshot">
<h1>Edit the document "View" page</h1>
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@@ -146,8 +143,7 @@
</tr>
</tbody>
</table>
</test>
</section>
</test></section>
<sectionclass="screenshot">
<h1>Upload the file</h1>
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@@ -206,14 +202,16 @@
</section>
<sectionclass="screenshot">
<h1>Prepare next version</h1>
<p><imgalt="Clone document"src="osoe-howto-clone.document.svg?format=png"title="Prepare next version"type="image/png"/></p>
<p><imgalt="Clone document 1"src="osoe-howto-clone.document.1.svg?format=png"title="Prepare next version"type="image/png"/></p>
<h1>Prepare next version(1)</h1>
<imgalt="Clone document"src="osoe-howto-clone.document.svg?format=png"title="Prepare next version"type="image/png"/></section>
<p><imgalt="Clone document 2"src="osoe-howto-clone.document.2.svg?format=png"title="Prepare next version"type="image/png"/></p>
<sectionclass="screenshot">
<h1>Prepare next version(2)</h1>
<imgalt="Clone document 1"src="osoe-howto-clone.document.1.svg?format=png"title="Prepare next version"type="image/png"/></section>
<sectionclass="screenshot">
<h1>Prepare next version(3)</h1>
<imgalt="Clone document 2"src="osoe-howto-clone.document.2.svg?format=png"title="Prepare next version"type="image/png"/>
<detailsopen="open">
<p>After publishing the first version of your document, you might want to work on the next release. You could create a new document from scratch, but the easiest way is to duplicate the document which already exist, then to increase the version of the document as showing on the screenshots. </p>
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@@ -224,12 +222,12 @@
</section>
<sectionclass="screenshot">
<h1>Release/Publish the second version</h1>
<p><imgalt="Release/Publish the second version"src="osoe-howto-publish.release.second.version-screenshot.svg?format=png"title="Release/Publish the second version"type="image/png"/></p>
<p><imgalt="Release/Publish the second version 1"src="osoe-howto-publish.release.second.version-screenshot.1.svg?format=png"title="Release/Publish the second version"type="image/png"/></p>
<h1>Release/Publish the second version(1)</h1>
<imgalt="Release/Publish the second version"src="osoe-howto-publish.release.second.version-screenshot.svg?format=png"title="Release/Publish the second version"type="image/png"/></section>
<sectionclass="screenshot">
<h1>Release/Publish the second version(2)</h1>
<imgalt="Release/Publish the second version 1"src="osoe-howto-publish.release.second.version-screenshot.1.svg?format=png"title="Release/Publish the second version"type="image/png"/>
<detailsopen="open">
<p>As long as the new working copy stays in draft, the state of the previous version won't be changed. If you share or publish the new working copy, the older version will be automatically archived.</p>
<h1>Find the request sender John Doh in your ERP5</h1>
<p><imgalt="Browse for John Doh in your ERP5"src="user-Howto.Add.People.Check.Creation.1.Modules.Persons.Svg?format=png"title="Check person creation (1): Click on the 'Modules' tab"type="image/svg+xml"/></p>
<imgalt="Browse for John Doh in your ERP5"src="user-Howto.Add.People.Check.Creation.1.Modules.Persons.Svg?format=png"title="Check person creation (1): Click on the 'Modules' tab"type="image/svg+xml"/>
<detailsopen="open">
<p>In ERP5 CRM, in order to better manage the customer relations, once we receive an incoming email, phonecall or fax from our clients, we will have to <strong>create a new incoming Event from the support request sender's document</strong> in order to tell our team that we receive a message from our client. In this way, all the support requests from our clients will be recorded immediately, and be assigned to personnel to handle them later.</p>
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@@ -201,11 +201,15 @@
</test></section>
<sectionclass="screenshot">
<h1>Create a new Event (2): Set Event title, type and direction</h1>
<h1>Create a new Event (2): Set Event title, type and direction(1)</h1>
<p><imgalt="Set incoming Event title, type and direction"src="user-Howto.Manage.Support.Requests.Create.Event.Title.Type.Direction.Svg?format=png"title="Set incoming Event title, type and direction"type="image/png"/></p>
<imgalt="Set incoming Event title, type and direction"src="user-Howto.Manage.Support.Requests.Create.Event.Title.Type.Direction.Svg?format=png"title="Set incoming Event title, type and direction"type="image/png"/>
</section>
<p><imgalt="Set incoming Event title, type and direction"src="user-Howto.Manage.Support.Requests.Create.Event.Title.Type.Direction.2.Svg?format=png"title="Set incoming Event title, type and direction"type="image/png"/> 2</p>
<sectionclass="screenshot">
<h1>Create a new Event (2): Set Event title, type and direction(2)</h1>
<imgalt="Set incoming Event title, type and direction"src="user-Howto.Manage.Support.Requests.Create.Event.Title.Type.Direction.2.Svg?format=png"title="Set incoming Event title, type and direction"type="image/png"/>
<detailsopen="">
<p>As you have learned in the previous tutorial “How to Prepare Outgoing Events”, when the new Event is created, you can first set the basic information such as <strong>Event title, type and direction</strong> , etc. The only difference here is to <strong>set the Event Direction to “In”</strong> this time, because you want to create an Incoming Event, indicating that you have received an email in this case, and then you will enter this email in your ERP5 for someone of your team to process it.</p>
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@@ -951,4 +955,4 @@ You remember the Ticket is a Support Request. In order to find it, <strong>click