Difference between revisions of "Erpnext notes"

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(Created page with "Order of how to create a new member * create a new contact under CRM -> contact")
 
(ERP stuff)
 
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Order of how to create a new member
 
Order of how to create a new member
  
* create a new contact under CRM -> contact
+
== ERP stuff ==
 +
# create a new contact under CRM -> contact
 +
# create a new customer and use the newly created contact when entering customer info
 +
# create a new user account using new @metamakers.org address
 +
# create a new member, attach customer address, contact, and user account
 +
 
 +
== user creation ==
 +
# FUTURE -> create LDAP user account w/ password (this will enable SSO to work)
 +
# create email account for new member
 +
# configure email to forward everything to their current email address
 +
# FUTURE -> sync SSO password to SQL email back-end

Latest revision as of 19:45, 18 May 2020

Order of how to create a new member

1 ERP stuff

  1. create a new contact under CRM -> contact
  2. create a new customer and use the newly created contact when entering customer info
  3. create a new user account using new @metamakers.org address
  4. create a new member, attach customer address, contact, and user account

2 user creation

  1. FUTURE -> create LDAP user account w/ password (this will enable SSO to work)
  2. create email account for new member
  3. configure email to forward everything to their current email address
  4. FUTURE -> sync SSO password to SQL email back-end