All in one Schedule Activity Odoo10 -Advance Feature

by
Odoo

151.18

v 10.0 Third Party
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Required Apps CRM (crm)
Technical Name bi_all_in_one_schedule_activity_v10
LicenseSee License tab
Websitehttps://www.browseinfo.in
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Required Apps CRM (crm)
Technical Name bi_all_in_one_schedule_activity_v10
LicenseSee License tab
Websitehttps://www.browseinfo.in

All in One Schedule Activity for Odoo10 Odoo Apps

Advance Schedule Activities with Activity Access Rights Odoo Apps

Assign Schedule Activity to Multiple Users Odoo Apps

Activity Dashboard and Activity History Odoo Apps

Schedule Activity for Multi Company Odoo10 Odoo Apps

Odoo10 Schedule Activity Management Advance Odoo Apps

Odoo10 doesn't have a feature of Schedule Activity Management, This odoo app added Schedule Activity management option along with multiple features. All in One Schedule Activity Management Odoo App is used to configure 3 options for users like 1) Manage multi users in activities 2) Activity Supervisor and 3) Activity Manager. Users can assign schedule activity to one or more users using different kinds of activities like Email, Call, Meeting etc. Activity Supervisor has access to his/her own and his team activities but Activity Manager has access to his/her own and all activities. Users can use the activity dashboard to find out today's activities, late activities, future activities and history of activities using filter activity by model. Users can see schedule activity in reports like bar chart, line chart, pie chart etc. User views schedule activities by list view, kanban view, calendar view etc. Users can also view scheduled activities by filters like activity history, late activities, today activities etc.This odoo app also provides features to view activity history and is able to use schedule activities for multiple companies.

Features

Manage Multi Users in Activity

User can schedule an activity to one or more users while configured option of manage multi users in activity.

Configured Activity Supervisor

User can configured activity supervisor option so they checked assigned users schedule activities.

Configured Activity Manager

User can configured activity manager option so they checked all users schedule activities.

Activity Management Dashboard

While using activity dashboard user can check today activity, late activity, future activity and activity history with using filter activity by model.

Due Activity Notification on Due Date

User can get due activity notfication on due date and also select days before due days and days after due days with set days.

Due Activity Notification to Notify Create User

Created user can get due activity notification on due date and also select days before due days and days after due days with set days.

Schedule Different kind of Activities

User can schedule different kind of activities like email, call, meeting, to do etc.

Reports on Schedule Activities

User can see different reports on activities like a bar chart, line chart, pie chart and pivot view etc.

Schedule Activities by Different Views

User can use different activity views like a list view, kanban view, calendar view etc.

Schedule Activities by Different filters

User can filters schedule activities by activity history, my activity, today activities etc.

Configuration for Manage Multi Users in Activity

Users with "Manage multi users in Activity" access can add and create scheduled activity for multiple users.

Schedule Activity button on Chatter

User can see "Schedule Activity" button on chatter view.

Schedule Activity for Multi Users

User can see "Schedule Activity" button on chatter, Clickin on button will open new wizard, user can select Select Activity Type, Summary, Manager, Supervisor, Assigned to, Due Date and also select multiple users for activity under "Assigned to multi users" click "Schedule" button on wizard.

Planned Activities in Chatter with Multi Users

User can see created scheduled activity for multiple users.

Planned Activities in Another Selected User

Activity Notification Configuration

Under General Settings menu user needs to enable "Due Activity Notification" in order to get notification, Also needs to enable "On Due Date" to get notify on due date, "Days Before Due Date" to get notification befor entered days, "Days After Due Date" to get notify after entered due days.

Enable "Notify Create User" to get notify create user for due activity, Enable " Days Before Due Date Create" to get notify before entered days and "Days After Due Date Create" to get notify after entered days of due activity.

Activity Management Dashboard

Under Activity Management > Dashboard menu user can see activity dashboard.

Today Activity on Dashboard

The activity form view of the admin looks like below with all deatils of activity.

User can see today activity on calendar view.

User can see today activity on kanban view.

User can see today activity on pivot view.

User can see today activity on graph view.

Late Activity on Dashboard

Click on "Late Activity" tiles on dashboard to show late activity.

User can see all late activity in tree view.

Late Activity Notification

Late Activity Notification Before Due Date

Customer will get notification before due date as bellow image.

Create user will get notification before due date as bellow image.

Late Activity Notification After Due Date

Customer will get notification after due date as bellow image.

Create user will get notification after due date as bellow image.

Future Activity on Dashboard

User can see feature activity by clicking "Feature activity" tiles on dashboard.

Activity History on Dashboard

User can see activity history by clicking "History" tiles on dashboard.

Filter Activity by Model on Dashboard

User can see all "Today Activity", "Tomorrow Activity", "Today Email Activity", "Late Activity", "Today Call Activity", and "Feature Activity" filtered by model on dashboard.

My Activity

Under Activity Management > Activity > My Activity menu user can see his/her own activities.

Activity History

Under Activity Management > Activity History menu user can see activity history.

Activity Reporting

Activity Manager Access

Users with "Activity Manager" access can see and manage own and team activity.

Activity Manager Dashboard

My Activity for Activity Manager

My Team Activity for Activity Manager

Activity Supervisor Access

Users with "Activity Supervisor" access can see own and team activity.

Activity Supervisor Dashboard

My Activity for Activity Supervisor

My Team Activity for Activity Supervisor

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