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Module KanProspects (Prospects Kanban view) (view source)
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[[fr:Module KanProspects_(Vue_Kanban_des_Prospects_pour_Dolibarr)]] | |||
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[[Category:Complementary modules]] | |||
{{TemplateDocDevEn}} | |||
{{TemplateDocUser}} | |||
= Informations = | |||
{{TemplateModuleInfo | |||
|modulename=Module Kanban Prospect | |||
|editor=ProgSI | |||
|web=https://kanview.progsi.ma | |||
|webbuy=https://www.dolistore.com/en/modules/1019-KanProspects--Prospects-Kanban-view-.html KanProspects | |||
|status=stable | |||
|minversion= | |||
|note= | |||
}} | |||
= Features = | |||
The Dolibarr KanProspects module allows you to view your Prospects in Kanban format for the states: "To contact", "Contact in progress", ... | |||
The state of a prospect can be changed by drag&drop from one column to another. | |||
This Kanban view is filterable (by Creation Date, Country, Department, Potential) and printable (by right click on the title of a Kanban column) | |||
By activating this module, a "Kanban" entry is added to the Prospects menu. | |||
==How it works== | |||
After installing and activating the KanProspects module, click on the top menu "Third Party". | |||
You will then notice that a new entry "Kanban" has been added to the left menu under "List of prospects": | |||
[[File: prospects-menu.PNG | 400px | KanProspects - "Kanban" entry of the Third parties menu]] | |||
By clicking on this "Kanban" entry, the Kanban prospect view is displayed: | |||
[[File: prospects.PNG | 600px | KanProspects - Kanban Prospects View]] | |||
As you can see, the "Kanban" view is divided into 3 areas: | |||
*Filter area | |||
*Legend area | |||
This area summarizes your choices of settings made in the module configuration page. | |||
*Kanban area | |||
In this area : | |||
Each card represents a prospect. | |||
Each column represents a state of prospects. | |||
You can move a prospect from one state to another by dragging and dropping the card. | |||
By clicking on any card, the tooltips are activated on all the cards, these tooltips give additional information on the prospect: | |||
[[File: tooltip.png | 300px | KanProspects - Tooltip]] | |||
==Printing== | |||
The kanban view of prospects is printable. | |||
Right click on the header of a Kanban column. | |||
Click on the option that appears "Print this kanban view" | |||
A new window is displayed to allow you to set up your printer and start printing. | |||
Demo : ''[https://kanview.progsi.ma Demo]'' (after login, go to Third parties menu then click on Kanban entry on the left menu) | |||