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 create a new incoming Event from the support request sender's document
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.
In our example, we will first create an incoming Event to inform our ERP5 support team that we have received an email from John Doh who is asking for help. As it is John Doh who sent this email, we will create the incoming Event directly from John Doh's Person Document, in order for the Event to be linked easily to John Doh in ERP5.
In order to create an incoming Event from the request sender John Doh's document
, the
first step
will be to
reach John Doh's person document
in ERP5. To do so,
click on the “Browse” tab
of your instance Homepage, and
click on “Persons”.