# CRM/SRM Modules **URL:** https://www.dolibarr.org/forum/c/using-my-dolibarr/crm-srm-modules/8.md [Latest](https://www.dolibarr.org/forum/latest.md) · [Categories](https://www.dolibarr.org/forum/categories.md) · [Tags](https://www.dolibarr.org/forum/tags.md) --- ## [About the CRM/SRM Modules category](https://www.dolibarr.org/forum/t/about-the-crm-srm-modules-category/5807)
**Author:** [@system](https://www.dolibarr.org/forum/u/system)\ **Replies:** 1\ **Last updated:** [January 2, 2026, 10:48am UTC](https://www.dolibarr.org/forum/t/about-the-crm-srm-modules-category/5807 "2026-01-02T10:48:04Z")
Third parties, Contracts / Subscriptions, Interventions, Orders, Expeditions, Tickets --- ## [How to disable the enforced phone format?](https://www.dolibarr.org/forum/t/how-to-disable-the-enforced-phone-format/31342)
**Author:** [@gurksallad](https://www.dolibarr.org/forum/u/gurksallad)\ **Replies:** 1\ **Last updated:** [September 27, 2026, 7:44am UTC](https://www.dolibarr.org/forum/t/how-to-disable-the-enforced-phone-format/31342 "2026-09-27T07:44:57Z")
After upgrading from V23 to V24 we are now enforced to enter phone numbers in a format we do not want. For six years we have entered in the format 0XXX-YYYYYYYY, but now Dolibarr is enforcing to enter as 0XXXYYYYYYYY whi… --- ## [Looking at moving from Invoice Ninja to Dolibarr - Questions about modules and recurring billing](https://www.dolibarr.org/forum/t/looking-at-moving-from-invoice-ninja-to-dolibarr-questions-about-modules-and-recurring-billing/31243)
**Author:** [@smartkid808](https://www.dolibarr.org/forum/u/smartkid808)\ **Replies:** 4\ **Last updated:** [September 21, 2026, 3:23pm UTC](https://www.dolibarr.org/forum/t/looking-at-moving-from-invoice-ninja-to-dolibarr-questions-about-modules-and-recurring-billing/31243 "2026-09-21T15:23:07Z")
Hi everyone, I’m evaluating Dolibarr (on-prem) for my business and have been really impressed so far. I’m currently using Invoice Ninja but am looking for something a little more ERP-focused. My primary business is an … --- ## [Binloc: bin locations inside Dolibarr warehouses, with labels and pick/place sheets](https://www.dolibarr.org/forum/t/binloc-bin-locations-inside-dolibarr-warehouses-with-labels-and-pick-place-sheets/31322)
**Author:** [@zachmelo](https://www.dolibarr.org/forum/u/zachmelo)\ **Replies:** 2\ **Last updated:** [September 19, 2026, 5:18pm UTC](https://www.dolibarr.org/forum/t/binloc-bin-locations-inside-dolibarr-warehouses-with-labels-and-pick-place-sheets/31322 "2026-09-19T17:18:44Z")
A Dolibarr warehouse is one place. That’s fine until the warehouse is a room full of shelving, or a yard of sea cans each with a rack down either side. Stock tells you there are 15 of a fitting in “Front Office”, and the… --- ## [Lead Tracker — a visual pipeline bar for Dolibarr opportunities \[Free\]](https://www.dolibarr.org/forum/t/lead-tracker-a-visual-pipeline-bar-for-dolibarr-opportunities-free/31181)
**Author:** [@zachmelo](https://www.dolibarr.org/forum/u/zachmelo)\ **Replies:** 3\ **Last updated:** [September 5, 2026, 2:43pm UTC](https://www.dolibarr.org/forum/t/lead-tracker-a-visual-pipeline-bar-for-dolibarr-opportunities-free/31181 "2026-09-05T14:43:11Z")
Hello again, sharing something I’ve been building for our own use that might be useful to others. If you use Dolibarr’s project module to track leads and opportunities, you’ve probably noticed it does a decent job st… --- ## [Order Progress Tracker Module - Visual Step Bar on Proposals/Orders/Invoices/Shipments \[Free\]](https://www.dolibarr.org/forum/t/order-progress-tracker-module-visual-step-bar-on-proposals-orders-invoices-shipments-free/31180)
**Author:** [@zachmelo](https://www.dolibarr.org/forum/u/zachmelo)\ **Replies:** 3\ **Last updated:** [August 22, 2026, 7:31am UTC](https://www.dolibarr.org/forum/t/order-progress-tracker-module-visual-step-bar-on-proposals-orders-invoices-shipments-free/31180 "2026-08-22T07:31:50Z")
Hey all, Built a small module I’ve been finding useful and figured I’d share it It puts a horizontal progress bar at the top of your order, proposal, invoice, shipment and reception cards showing where the document … --- ## [Create Agenda Entry from Sales Order](https://www.dolibarr.org/forum/t/create-agenda-entry-from-sales-order/19995)
**Author:** [@Strathy](https://www.dolibarr.org/forum/u/Strathy)\ **Replies:** 6\ **Last updated:** [August 13, 2026, 11:48am UTC](https://www.dolibarr.org/forum/t/create-agenda-entry-from-sales-order/19995 "2026-08-13T11:48:24Z")
How can I create an agenda item from a Sales Order. The ‘planned date of delivery’ should be the trigger for an agenda entry? I can’t figure out how to do that. --- ## [Price inc. VAT showing wrong](https://www.dolibarr.org/forum/t/price-inc-vat-showing-wrong/31124)
**Author:** [@martin54](https://www.dolibarr.org/forum/u/martin54)\ **Replies:** 6\ **Last updated:** [August 6, 2026, 8:15am UTC](https://www.dolibarr.org/forum/t/price-inc-vat-showing-wrong/31124 "2026-08-06T08:15:26Z")
Hi, After update from 23.0.0 to 23.0.1 i got bag with showing correct price with included VAT in line when i create vendor invoice. Here is an example. I add one line, add unit price without VAT and after confirmed i… --- ## [Email not working](https://www.dolibarr.org/forum/t/email-not-working/31212)
**Author:** [@sajeel](https://www.dolibarr.org/forum/u/sajeel)\ **Replies:** 8\ **Last updated:** [July 1, 2026, 4:27pm UTC](https://www.dolibarr.org/forum/t/email-not-working/31212 "2026-07-01T16:27:48Z")
Dolibarr email not working, cannot send email, used test button in panel and email not received ? --- ## [Hide old projects](https://www.dolibarr.org/forum/t/hide-old-projects/25228)
**Author:** [@eloib](https://www.dolibarr.org/forum/u/eloib)\ **Replies:** 6\ **Last updated:** [May 14, 2026, 12:26pm UTC](https://www.dolibarr.org/forum/t/hide-old-projects/25228 "2026-05-14T12:26:06Z")
Hello. When I’m placing an order with a supplier, I can link it to the corresponding project. But the list of projects shows all projects (opened and closed several years ago). Is there any way or solution to hide the … --- ## [Email Client Module](https://www.dolibarr.org/forum/t/email-client-module/31140)
**Author:** [@dimgeorge](https://www.dolibarr.org/forum/u/dimgeorge)\ **Replies:** 2\ **Last updated:** [April 29, 2026, 6:16am UTC](https://www.dolibarr.org/forum/t/email-client-module/31140 "2026-04-29T06:16:36Z")
Hi, is there a module for Dolibarr that provides full IMAP/SMTP integration with a professional UI? I am looking for a solution that supports folder synchronization and a layout comparable to Outlook or Gmail. I am inter… --- ## [\[Free Module\] Disassemble MO on Reception Card for Bulk Goods](https://www.dolibarr.org/forum/t/free-module-disassemble-mo-on-reception-card-for-bulk-goods/31125)
**Author:** [@zachmelo](https://www.dolibarr.org/forum/u/zachmelo)\ **Replies:** 2\ **Last updated:** [April 20, 2026, 12:45pm UTC](https://www.dolibarr.org/forum/t/free-module-disassemble-mo-on-reception-card-for-bulk-goods/31125 "2026-04-20T12:45:33Z")
Bulk Breakdown — Convert bulk purchases into sellable units via MRP (free module) Hey everyone, We distribute industrial supplies and frequently purchase products in bulk formats from vendors — spools, reels, cases — t… --- ## [\[Free\] Multi-Currency Fixed Prices for MSRP with Deviation Warnings](https://www.dolibarr.org/forum/t/free-multi-currency-fixed-prices-for-msrp-with-deviation-warnings/31123)
**Author:** [@zachmelo](https://www.dolibarr.org/forum/u/zachmelo)\ **Replies:** 3\ **Last updated:** [April 16, 2026, 1:09pm UTC](https://www.dolibarr.org/forum/t/free-multi-currency-fixed-prices-for-msrp-with-deviation-warnings/31123 "2026-04-16T13:09:37Z")
I’ve made a module for fixing prices in multiple currencies. My gut instinct was to modify the core multi-currency module, but I didn’t modify the core multi-currency module as that’s beyond my current comfort an… --- ## [Last line to first](https://www.dolibarr.org/forum/t/last-line-to-first/31040)
**Author:** [@ilinaric](https://www.dolibarr.org/forum/u/ilinaric)\ **Replies:** 2\ **Last updated:** [March 26, 2026, 8:46am UTC](https://www.dolibarr.org/forum/t/last-line-to-first/31040 "2026-03-26T08:46:43Z")
Hello, this here seems like a little bug; every time I create invoice from order, the last line (from order) jumps to first line (in invoice). In example, if my last line in order confirmation was shipping cost it will … --- ## [Add vendor reference to SEPA payment xml](https://www.dolibarr.org/forum/t/add-vendor-reference-to-sepa-payment-xml/20471)
**Author:** [@Klaas](https://www.dolibarr.org/forum/u/Klaas)\ **Replies:** 7\ **Last updated:** [March 25, 2026, 1:06pm UTC](https://www.dolibarr.org/forum/t/add-vendor-reference-to-sepa-payment-xml/20471 "2026-03-25T13:06:03Z")
Receivers of payments now receive payment with reference. This is the number of administration in Dolibarr. The receiver can not do anything with it. It needs HIS/HER invoice reference for correct administration! Is th… --- ## [I want to disable the electronic signature function](https://www.dolibarr.org/forum/t/i-want-to-disable-the-electronic-signature-function/23498)
**Author:** [@miku](https://www.dolibarr.org/forum/u/miku)\ **Replies:** 7\ **Last updated:** [March 17, 2026, 6:07pm UTC](https://www.dolibarr.org/forum/t/i-want-to-disable-the-electronic-signature-function/23498 "2026-03-17T18:07:15Z")
Good morning I want to disable the electronic signature function. What is the easiest way to do this? I am using Dolibarr 17. Thank you, everyone.:relaxed: --- ## [Customize elements/views](https://www.dolibarr.org/forum/t/customize-elements-views/31026)
**Author:** [@Antonomasia](https://www.dolibarr.org/forum/u/Antonomasia)\ **Replies:** 4\ **Last updated:** [March 8, 2026, 8:35pm UTC](https://www.dolibarr.org/forum/t/customize-elements-views/31026 "2026-03-08T20:35:16Z")
Hi everyone, I just started using dolibarr to manage my job. It is working pretty much as I want it to but there are some things I would like to change: I don’t need to see all the elements during the creation and visu… --- ## [Automatic monthly payment with Stripe](https://www.dolibarr.org/forum/t/automatic-monthly-payment-with-stripe/23969)
**Author:** [@TheorizeTheorizeTheo](https://www.dolibarr.org/forum/u/TheorizeTheorizeTheo)\ **Replies:** 1\ **Last updated:** [February 19, 2026, 5:04pm UTC](https://www.dolibarr.org/forum/t/automatic-monthly-payment-with-stripe/23969 "2026-02-19T17:04:26Z")
Hi everyone !!:wave: I’ve set up online payments with Stripe and I have to say that everything works perfectly. I would like to set up Stripe direct debits every month automatically. I’ve tried a number of different wa… --- ## [Issues with ODT to PDF Conversion: Missing Share Links & Document Visibility for Customer Signatures](https://www.dolibarr.org/forum/t/issues-with-odt-to-pdf-conversion-missing-share-links-document-visibility-for-customer-signatures/29423)
**Author:** [@Fabquenneville](https://www.dolibarr.org/forum/u/Fabquenneville)\ **Replies:** 5\ **Last updated:** [February 10, 2026, 3:42pm UTC](https://www.dolibarr.org/forum/t/issues-with-odt-to-pdf-conversion-missing-share-links-document-visibility-for-customer-signatures/29423 "2026-02-10T15:42:50Z")
Hello everyone, I’ve encountered two linked issues while using the proposition module in Dolibarr with ODT templates and automatic PDF conversion. These issues create significant problems when trying to share proposals … --- ## [Migrating data between 2 CRM](https://www.dolibarr.org/forum/t/migrating-data-between-2-crm/24144)
**Author:** [@Ara](https://www.dolibarr.org/forum/u/Ara)\ **Replies:** 4\ **Last updated:** [January 27, 2026, 4:39am UTC](https://www.dolibarr.org/forum/t/migrating-data-between-2-crm/24144 "2026-01-27T04:39:51Z")
Hello, Our CRM is hosted on Hostgator, and we got a new Hostgator account with new web address. And we want to have exactly same CRM in our new Hostgator, how do we migrate the all of the data we have to new CRM? I chec… --- ## [Product stock whithin purchase order](https://www.dolibarr.org/forum/t/product-stock-whithin-purchase-order/30888)
**Author:** [@rickyricardo](https://www.dolibarr.org/forum/u/rickyricardo)\ **Replies:** 6\ **Last updated:** [January 8, 2026, 8:32am UTC](https://www.dolibarr.org/forum/t/product-stock-whithin-purchase-order/30888 "2026-01-08T08:32:04Z")
Goodday, When i am making a new purchaswe order i cant see directly how much proucts i have on stock right now, untill now i open new tab and then navigate to products to check stock level. is there a faster way !!! r… --- ## [Any Freelancer to conntact me](https://www.dolibarr.org/forum/t/any-freelancer-to-conntact-me/30892)
**Author:** [@daliso212](https://www.dolibarr.org/forum/u/daliso212)\ **Replies:** 1\ **Last updated:** [January 7, 2026, 12:13pm UTC](https://www.dolibarr.org/forum/t/any-freelancer-to-conntact-me/30892 "2026-01-07T12:13:42Z")
Any Freelancer to conntact me --- ## [Automatically increase inventory after creating a supplier invoice](https://www.dolibarr.org/forum/t/automatically-increase-inventory-after-creating-a-supplier-invoice/30838)
**Author:** [@xshop](https://www.dolibarr.org/forum/u/xshop)\ **Replies:** 4\ **Last updated:** [December 15, 2025, 2:28pm UTC](https://www.dolibarr.org/forum/t/automatically-increase-inventory-after-creating-a-supplier-invoice/30838 "2025-12-15T14:28:13Z")
Welcome! Is there a way to automatically increase inventory after creating a supplier invoice? Thank you for your support. --- ## [Shipments Barcode Distribution Scanner tool not working dolibarr 22.03](https://www.dolibarr.org/forum/t/shipments-barcode-distribution-scanner-tool-not-working-dolibarr-22-03/30801)
**Author:** [@ircm](https://www.dolibarr.org/forum/u/ircm)\ **Replies:** 2\ **Last updated:** [November 30, 2025, 9:56pm UTC](https://www.dolibarr.org/forum/t/shipments-barcode-distribution-scanner-tool-not-working-dolibarr-22-03/30801 "2025-11-30T21:56:12Z")
HI all! Shipments Barcode Distribution Scanner tool not working dolibarr 22.03. Screenshot attached. Maybe a bug? If you see in the barcode tool it says the product was added, but it was not. And I get that error message… --- ## [How to install quotation module?](https://www.dolibarr.org/forum/t/how-to-install-quotation-module/19172)
**Author:** [@romelwelltech](https://www.dolibarr.org/forum/u/romelwelltech)\ **Replies:** 18\ **Last updated:** [November 11, 2025, 8:28am UTC](https://www.dolibarr.org/forum/t/how-to-install-quotation-module/19172 "2025-11-11T08:28:55Z")
Is there a quotation module built-in Dolibarr? If yes, how can I find and install this quotation module? I don’t see it on my current installation. Please help. Thank you. --- ## [How to get field values from a parent object](https://www.dolibarr.org/forum/t/how-to-get-field-values-from-a-parent-object/30752)
**Author:** [@surikalex007456](https://www.dolibarr.org/forum/u/surikalex007456)\ **Replies:** 1\ **Last updated:** [November 2, 2025, 11:38am UTC](https://www.dolibarr.org/forum/t/how-to-get-field-values-from-a-parent-object/30752 "2025-11-02T11:38:48Z")
Hi everyone! When creating a contract from a commercial proposal, I need to add to the contract’s extra fields some values that are not present by default in the contract but do exist in the proposal — for example, paym… --- ## [Return of ordered goods to suppliers](https://www.dolibarr.org/forum/t/return-of-ordered-goods-to-suppliers/30675)
**Author:** [@mgribaudo](https://www.dolibarr.org/forum/u/mgribaudo)\ **Replies:** 4\ **Last updated:** [October 28, 2025, 12:28pm UTC](https://www.dolibarr.org/forum/t/return-of-ordered-goods-to-suppliers/30675 "2025-10-28T12:28:35Z")
Hi everyone, I’m having a problem when incoming goods aren’t accepted, how do I manage returns to suppliers? I have version 22 of Dolibarr and I don’t know what to do. I tried the Supplier Return module, but it doesn’… --- ## [Can i customise to use for petrol station operation?](https://www.dolibarr.org/forum/t/can-i-customise-to-use-for-petrol-station-operation/30696)
**Author:** [@meggaable](https://www.dolibarr.org/forum/u/meggaable)\ **Replies:** 16\ **Last updated:** [October 28, 2025, 11:50am UTC](https://www.dolibarr.org/forum/t/can-i-customise-to-use-for-petrol-station-operation/30696 "2025-10-28T11:50:45Z")
Hello Elites, I have tried studying how Dolibarr works, but I can’t wrap my head over it. I want to know if the system can run normal Filling station work operations. We are knows Large underground tanks are used as the… --- ## [Mail template and salutations](https://www.dolibarr.org/forum/t/mail-template-and-salutations/30734)
**Author:** [@dennis.u](https://www.dolibarr.org/forum/u/dennis.u)\ **Replies:** 1\ **Last updated:** [October 23, 2025, 7:25pm UTC](https://www.dolibarr.org/forum/t/mail-template-and-salutations/30734 "2025-10-23T19:25:21Z")
Hey there, I searched and researched a lot. I have troubles with the replacements of variables in emails. We have a bunch of third parties, which are no customer, supplier and no prospects. They get from time to time s… --- ## [Create a single shipment from multiple customer orders](https://www.dolibarr.org/forum/t/create-a-single-shipment-from-multiple-customer-orders/30674)
**Author:** [@mgribaudo](https://www.dolibarr.org/forum/u/mgribaudo)\ **Replies:** 4\ **Last updated:** [October 20, 2025, 8:32pm UTC](https://www.dolibarr.org/forum/t/create-a-single-shipment-from-multiple-customer-orders/30674 "2025-10-20T20:32:32Z")
Hi everyone, I’m using version 22, but it seems like I can’t create a single shipment for multiple customer orders. Is that the case? [Next page](https://www.dolibarr.org/forum/c/using-my-dolibarr/crm-srm-modules/8.md?page=1)