in my search for a suited CRM, I have come across ERPNext. I signed up for an account and started playing with it.
Like (basically) all other CRMs out there, ERPNext does not offer a straight forward ‘Event Management’ logic (quite simple: managing participants in courses, … without any selling functionality or eventbrite integration)
So, I was wondering if there are tweaks or new forms someone developed that would allow me and others to:
- create event/workshop/seminar
- assig multiple contacts or one company
- add income and expenses
Alternatively, I could think of having a product (the course) and to create a new offer/deal for every participant… just a bit cumbersome
Any help is highly appreciated,
Could the school app developed by Neil be of help here?
Thank you for your help, I have implemented a Courses DocType and a Course Participant DocType (as a childTable), which is a Link to Contacts.
However, although I can add participants to a course (great!), if I’d like to add the same participant to another course, ERPnext says:
Duplicate name Course Participant XXXXX-XXXXX
Courses xxxxxxxxx already exists
Did not save
I checked other DocTypes, where ‘things’ can be linked multiple times (e.g. Opportunity Item) but could not find the difference in the setting…
Could you help again?
Btw: if it’s of any importance: the ‘Courses’ DocType belongs to the Sales Module and I have just added DocTypes as ‘custom’…
@ThomasBisig change the naming of the course participant so that it is unique, or if its a child table, just let naming be blank (it will generate a hash)
Thanks @rmehta, got it up and running
And thanks even more for creating such a great product!