Treesoft Crm Erp Document Import With Metadata Evaluation

When this tool is installed, a printer named ERP Document Import is set up, among other things. If the user selects this printer driver, a PDF document is generated during the printing process.

The user is then prompted via a dialog box to check or enter the metadata for the document. The user can see a list of all uncompleted projects to which the document address is assigned. Here, they can select any number of projects. This allows the user to utilize Treesoft CRM project management for Classic Line, Sage New Classic, or Office Line.

The mailing configuration selected by the user is then processed automatically. The history entry generated in the process is assigned to the address and all selected projects. Any number of attachments can be stored in the configuration.

The mailing configuration allows users to automatically create any number of tasks. They can also automatically set qualifications if desired.

Presentations on the ERP document import module

• ERP document import printout.pdf