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Recording Phone Calls and Meetings in OpenERP CRM
- December 16, 2013
- Posted by: Aman Thakral
- Category: General
2 CommentsOpenERP has a very extensive CRM module which allows you to look after your customers/leads and contacts by recording information related to them stored in the OpenERP database. The module also has functionality of recording Phone Calls and Meetings with your contacts. Follow the steps below to record a phone call or a meeting for
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Enable a Journal to Allow Cancelling Entries in OpenERP
- August 18, 2013
- Posted by: Aman Thakral
- Category: General
Generally, it is not recommended that you cancel entries in a Journal or at least allow normal users to cancel entries. But in cases where you have to correct your journals to bring them back to sanity you can enable them to cancel entries by going to Accounting > Configuration > Journals > Journals and
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Installing your Custom Pentaho Report file into OpenERP’s v7 interface
- May 10, 2013
- Posted by: Rohit Thakral
- Category: General
This post follows on on from our last article, ‘Adding your Custom Query into Pentaho Report Designer’ https://www.targetintegration.com/general/adding-your-custom-query-into-pentaho-report-designer – it is recommended that you read through the previous articles for ease of reference. We have now created a Custom Report query in Pentaho Report Designer, and produced a file in the .prpt (Pentaho Report) format.
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Installing your Custom Pentaho Report file into OpenERP’s v7 interface
- May 10, 2013
- Posted by: Aman Thakral
- Category: General
This post follows on on from our last article, ‘Adding your Custom Query into Pentaho Report Designer’ https://www.targetintegration.com/general/adding-your-custom-query-into-pentaho-report-designer – it is recommended that you read through the previous articles for ease of reference. We have now created a Custom Report query in Pentaho Report Designer, and produced a file in the .prpt (Pentaho Report) format.
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Adding your Custom Query into Pentaho Report Designer
- May 9, 2013
- Posted by: Aman Thakral
- Category: General
Following on from our last article, ‘Using Pentaho Report Designer to Create Reports for OpenERP v7’: https://www.targetintegration.com/technical/using-pentaho-report-designer-to-create-reports-for-openerp-v7 – it is recommended that you read through the previous articles for ease of reference. We now move on to adding your custom query to the report page layout. If you are familiar with formatting tools, you should be
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Using Pentaho Report Designer to Create Reports for OpenERP v7
- May 9, 2013
- Posted by: Aman Thakral
- Category: General
You can use Pentaho Report Designer to Create Reports for OpenERP v7 – Here’s a brief tutorial on how to get started. Simply open your Penatho Report Designer, and click Data > Add Datasource > Advanced > OpenERP Data Access Enter your hostname and port number (8069 will be selected by default, change this if your
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Setting up Pentaho Report Designer for OpenERP v7 on your Windows Computer
- May 9, 2013
- Posted by: Aman Thakral
- Category: General
In order to generate reports from OpenERP v7 you need to have Pentaho Report Designer downloaded from Pentaho’s website and unzipped on your computer. The package is a binary package which doesn’t need installation on your computer and hence you can run it from the folder where you unzipped it. Here are the steps that
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OpenERP – Counties of Ireland and States of India List to Upload
- May 5, 2013
- Posted by: Aman Thakral
- Category: General
OpenERP keeps a list of all the states for a country. In earlier versions this list used to be only restricted to United States but this can and should be expanded to have the states of all the countries. To start with Ireland counties are not there in the database and in order to create
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