CRM : Configuration

Documentation [ Website | ERP | Template | Developer ]

Configuration

Configurations are necessary for working in CRM application.
For examples : For using support ticket section, you have to configure the email contents for send & receive emails to customer for support.

Click on CRM > Configuration Menu :
You will get page :

1. For "Support Auto Reply Mail Content" :
This email content used to send auto reply mail, when a customer interact with an organization / company via email.

Note : If customer communicate with organization using its registered email on xEpan, then "Support Ticket" generated & an auto reply email automatically sent to customer with a Support Ticket No. in format of "Support Auto Reply Mail Content".

2. For "Support Denied Mail Content" :
This email content used to send denied mail, when a customer interact with an organization / company via email.

Note : If customer communicate with organization using its non-registered email on xEpan, then "Support Ticket" not generated & a denied email automatically sent to customer. in format of "Support Denied Mail Content".

3. For "Closed Ticket Mail Content" :
This email content used to send closed ticket mail after closing of support ticket. Its mean issue has been solved by your organization.

Note : After solved of issue a closed ticket email automatically sent to customer. in format of "Closed TIcket Mail Content".

After successfully configuration of mailing content, you have to further move to mange 'Support Tickets' .

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Files

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barcode.png

barcodeaddinfo.png

barcodelistrecord.png

customer.png

customeractivityrecord.png

customeradd.png

customercontactemailrecord.png

customercontacteventaddinfo.png

customercontactimeventrelationrecord.png

customercontactphoneaddinfo.png

customercontactphoneim.png

customercontactphoneimaddinfo.png

customercontactphonerecord.png

customercontactrelationaddinfo.png

customercotactemailadd.png

customercotactemailaddinfo.png

customercotactphoneadd.png

customerfirstaddinfo.png

customerinformationadd.png

customerinformationrecord.png

customerinvoicerecord.png

customerorderrecord.png

customerrecord.png

customerrecordlist.png

customfieldadd.png

customfieldaddclick.png

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customfieldaddinfo.png

customfieldmenu.png

customfieldrecord.png

discountvoucher.png

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discountvouchersaddinfo.png

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discountvouchersconditionadd.png

discountvouchersconditionaddinfo.png

discountvouchersconditionrecord.png

discountvoucherwithoutcondition.png

item.png

itemaccountsadd.png

itemaccountsaddinfo.png

itemaccountspage.png

itemaccountsrecord.png

itemadd.png

itemattribute.png

itemattributespecification.png

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itemqty&price.png

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itemqty&priceshippingassociationrecord.png

layoutsbasic.png

layoutsitem.png

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layoutssection.png

layoutssectionpage.png

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payementupdatelist.png

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paymentgatewaypage.png

purchase-order1.png

purchaseinvoice.png

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purchaseinvoicerecord.png

purchaseorder.png

purchaseorderaddpage.png

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purchaseorderpagerecord.png

purchaseorderrecord.png

qspdetailadd.png

qspdetailaddinfo.png

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quotation.png

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quotationlistrecord.png

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salesinvoiceadd.png

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salesorderadd.png

salesorderaddpage.png

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salesorderrecord.png

salesorderrecordinfo.png

shippingadd.png

shippingpage.png

shippingrecord.png

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specificationadd-2.png

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specificationmenu.png

supplier.png

supplieractivity.png

supplieradd.png

supplieraddinfo.png

supplieraddrecord.png

suppliercontactemailrecord.png

suppliercontactimeventrelation.png

suppliercontactphonerecord.png

supplierinvoice.png

supplierorders.png

supplierrecord.png

suppliersection1add.png

suppliersection1addinfo.png

taxationconfiguration.png

taxlistadd.png

taxlistaddcopy.png

Items: 197, Size: 9.58 MB

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