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Portofolio : User assignment to third parties and groups

c718d20180324180422

New

Simplifies the allocation of commercial portfolios . No need to go on each client card to identify users/salespeople who have access to it : sort customers, select salesman and validate assignment or modification.

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36,00 €

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Version : auto - show the ChangeLog.
On sale since 2015
Number of versions released 32
Editor/ Licence : PATAS-MONKEY / GPL v3
We have been developing modules for Dolibarr since 2012
Prerequisites:
  • Dolibarr recommended version* : min : auto - max : auto
  • PHP recommended version : min : 7 - max : 8
* Note : Our modules are optimized for the last 3 major stable versions of Dolibarr (17.0.x, 18.0.x and 19.0.x). Their functionalities may therefore be limited if used on older versions.

Languages:

 French French - English English - Italian Italian - German German 

Resources :

Support :

 Contact Form (FR / EN )

Installation :
  • Download the module archive file (.zip) from the dolistore.com website,
  • Extract this folder in your dolibarr /htdocs/custom directory,
  • The module can then be activated (), set up () from the modules setting page and run.

More information (activating /custom directory, CoreChange , compatibility limits...) downloading the user guide (FR / EN ).

Update:
  • Availability:
    Our modules incorporate a feature that allows you to quickly identify if your environment runs their latest version and the features it includes.
    Learn more...
  • Procedure :
    Access to the updates of our modules is free for 1000 days from their date of purchase on the Dolistore.
    Before updating, make sure that the module is officially compatible with the Dolibarr version on which you want to install it.
    Learn more...

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mylist MyList allows the creation of personalized dynamic lists from the information contained in your database processed by an SQL query and makes them accessible from the Dolibarr menus.
mySchedule Advanced management of intervention planning (monitoring, planning, cloning, etc.) From a simple and intuitive calendar view, manage your interventions, plan and monitor your employees
management Management improves dolibarr's native functions for project management, interventions and contracts. - Report on interventions - Contract deadlines - Improvement in the entry of time consumed (monthly and on the fly) - Improvement in the monitoring of time consumed on projects - Invoicing of contract, intervention and project deadlines


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