Is there in ERPNext the notion of a phone call ?
(seen this in odoo, x2crm, sugar etc)
BTW: i haven’t even seen how to schedule future todo event entity from within an opportunity and linking the two -“call again in 2 days”
@testing_erpnext not directly but you can log call as “communication”
Set type as “Phone” in your email box.
Can create a new DocType for call logs and some simple script to use communication to store the log details. Should be quite easy to do
Sorry but I don’t get the options in the opportunity → add-comment popup window
I tried customizing the Opportunity form but not much luck there.
I would like the opportunity page to show at the bottom (log), stuff that’s in the “links” popup window and then some:
How do I get history of all communications including calls, SMS, scheduled calendar events AND quotes - hyperlinks to all quotes - all these should be in the timeline log at the bottom. sames as emails and comments
I don’t think ERPNext by default has that feature, but can be quite easily customized. Can’t do it for you but you can try out your luck under Setup → Customize Form
uncheck “Sent as Email”,
You can also create a custom Form though.
I am facing the similar problem. Unable to use communication feature to register Phone calls / chat etc.
please help.
@dollar_singh please start a new thread with specifics of what you have found and tried.
Folks need a handle on where you are at and what to suggest…
