Activities

With activities you will manage your sales processes

Activities help you to track your customer leads and to generate new projects.
The activities are sorted into three tabs that depend on the status of the activity:

Contacts

Your CRM work begins here

This is where you can access all contacts already in ERPAL or add new ones. Use the search field or the filter options to find specific contacts.
To add a new contact, click on the "Create a new contact" button in the upper right-hand corner of the “Contacts” area.

Main features

This documentation of ERPAL for Service Providers will provide you an overview of the main features of ERPAL. For a detailed documentation you can take a look at the screencasts we created for you. We created a screencast for a complete overview about ERPAL for Service Providers: https://www.youtube.com/watch?v=ro_bYgFsicM

A complete guide to configure your ERPAL can be found here: https://www.youtube.com/watch?v=9wBqIoVf6uU

ERPAL

ERPAL is split into two main distributions, one for end users and one for developers that want to use Drupal based business applications.

Donation

The redhen_donation module provides a UI for the simple creation of single-page Donation forms integrated with Drupal Commerce.
Configuration: admin/structure/redhen/donation_types

CiviCRM

CRM in CiviCRM stands for "Constituent Relationship Management" and not "Customer Relationship Management".

CiviCRM offers "classical" CRM features:

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