How to use customer portal for registering complaints
How to use customer portal for registering complaints Go to your URL for example – http://xyz.cloudyogi.com/portal , Once you do so the below screen will open Use your username and password provided by the customer or CRM and login After you login below screen will open Below screenshot will let you…
How to Make Default Filter in Odoo / OpenERP Modules
If you are new to Odoo or OpenERP than one of the most common problem you will find in any module is of filtering data. Well no doubt it’s a cake walk but for those who knows the answer if you don’t then get ready to spend hours to Google to…
CRM and its problems — as per a Transition Year Student
We had Calvin last week doing a one week internship in the company. After his whole week of hard work we asked him to write just a small essay and this is what Calvin thinks of a CRM. CRM is Customer Relationship Management software. It is used for managing Companies interactions…
Cloud Yogi vTiger CRM Customer Portal User Manual
Cloud Yogi / VtigerCRM Customer Portal User Manual Cloud Yogi CRM & vTiger CRM come’s with customer portal, where these CRMs empower the customers (customers of the CRM user) to enter complaints and see (Trouble Tickets), view FAQs, Invoice, Quotation, Products, Service, Documents (associated with them), Assets & Project Management ( Project,…
Entrepreneurship
This is the first blog on knowledgement.ie on Entrepreneurship, through which we are starting the new category on knowleagement for our readers. Entrepreneurship is in itself a vast topic which is not only tough to write but to live as well if you don’t believe ask yourself or…
Managing Fixed/Rolling Memberships of an Association in OpenERP/Odoo
There is a module called “Association Management” in Odoo which allows user to manage all operations for managing memberships. It supports different kind of members: Free member Associated member (e.g.: a group subscribes to a membership for all subsidiaries) Paid members Special member prices It is integrated with sales and…
What is Ghost Vulnerability in Linux Servers/Desktops?
Are you running a Linux server in your business or for your website or CRM? Then there is a possibility that it is affected with the Ghost Vulnerability. Wondering what is Ghost Vulnerability? It is a serious security problem found in the GNU C Library (Glibc) called Ghost. How do…
Project Management with OpenERP/Odoo
Get organized as fast as you can think with Odoo Project Management module. Odoo/OpenERP’s collaborative and real time project management helps your team get work done and gets your project moving. Using project management module you can keep track of everything from the big tasks to the minute details, from the…
Email Configuration in Odoo
How to setup/configure Email server in Odoo? User can setup email servers to receive or send emails from Odoo. This setting is global, so all the users will share this setting. Configure Outgoing mail Server To send Emails, Go to Settings –> Email –> Outgoing Mail Servers. Fill all the mandatory…
How to create backup of the database and Restore the database in OpenERP/Odoo
How to create backup of the database in Odoo User can take backup of the database you have created in Openerp/Odoo. To do that Click on the “Manage Database” to see all the database. User will navigate to Database manager screen. Click on “Backup” option from left side…