OpenERP 7 Quick Call Logger and Scheduler plugin of The Proven Technology providing facility to customize main contact screen and add quick launch icons for Sales team to rapidly schedule/log calls and arrange meetings with prospects. It also add new screen called “Prospect” to differentiate clients and lead prospects.
Schedule, Log and Meeting icons in OpenERP Kanban view
Scheduler icons in OpenERP Tree view
This module will add Schedule and Log call icons in the Kanban and Tree view of Contact screen, so any sales person can directly log/schedule call detail without searching particular customer and opening its detail. When clicking on those buttons, module will open a widget where user can fill call detail and directly save that information inside CRM section.
OpenERP Schedule Call Wizard
With this module each call will get record inside their respective CRM phone-call sections, so user can easily find their scheduled and logged call list. Last but not the least, this module will also allow user to quickly schedule “Meeting” with any of his/her client by just clicking on meeting icon. This way you do not have to search through the names & easily save your time to make yourself productive.
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Please follow below steps to install our module in your existing OpenERP setup.
- Download module from given link and unzip the folder.
- Once the folder is unzipped, copy module folder with all its content and paste inside “addons” folder of your OpenERP instance.
- Restart the server and update module list by visiting “Settings > Update Module List” menu. After the successful update, module will be display in your list.
- Click on “Install” button and wait till process get finishes.