Topic: Any CRM project out there for FA?

Hello,

I am looking at FA and one of the projects that I woudl love to see if a CRM attached to it.

I learned of a project that was done a few years back between WebERP and VTiger.  It was done for a company, and code released.

Anything similar for FA?  Or, coudl this code be recycled for FA?

Joe

Re: Any CRM project out there for FA?

Hello,
I`ve got same issue i want to integrate Vtiger CRM with FA ERP.
So for that i want to know the steps for syncing the CRM with ERP and the requirements .

Thanks,
Himanshu

3 (edited by apmuthu 02/16/2015 04:23:07 pm)

Re: Any CRM project out there for FA?

FA now has a rudimentary CRM in place that should be good for basic use. EMail ID, Phone Phone 2, Fax, Notes, etc.

All Suppliers, Customers, Customer Branches, etc have their persons in crm_persons and crm_contacts tables linked to the appropriate FA table entities.

Documents can be attached to various transactions as well.

Only form letters / emails are not in FA's CRM.

Re: Any CRM project out there for FA?

What are the common modules that is need to sync in FA erp and Vtiger  crm??

Re: Any CRM project out there for FA?

Modules? Only Tables and specific fields in them. eg., enter all customers in FA and have them mirrorred in vTiger....

6 (edited by Himanshu Khandelwal 02/18/2015 01:16:42 pm)

Re: Any CRM project out there for FA?

Basically we want to sync Vtiger data with ERP so for that we want assistance.

Re: Any CRM project out there for FA?

Himanshu Khandelwal wrote:

What are the common modules that is need to sync in FA erp and Vtiger  crm??

while i'm using vtiger as CRM, i need FA for accounting, especially accounting report. so i need all transaction from vtiger recorded on FA, and i can generate accounting report from FA.

Re: Any CRM project out there for FA?

Hope, the below link will be useful to implement CRM inside FA.
https://www.kvcodes.com/clients/products/client/item_details/crm-project-management-for-frontaccounting

Regards,
Bharathiraja Kaliyamoorthy