Joint Calendar

by
Odoo          
v 11.0 Third Party 19

196.00 €

Technical name joint_calendar
LicenseSee License tab
Websitehttps://odootools.com
Read description for v 10.0 v 9.0 v 8.0

This is the tool to combine various events (leads, calls, tasks, orders, partners etc.) on a single calendar view:

  • Have an unlimited number of calendars with different events, configurations and user groups included. The menus are generated dynamically!
  • All calendars are updated through a regular job
  • Configure alarms for joint events and keep always informed, and inform others about required actions and events
  • New Sync your joint calendars with Google calendars using this app

The tool is compatible with both Odoo Enterprise and Odoo Community.

The module features depend on your Odoo version. Please select required one on the top right of this page

Access parent object right from a joint event form. Click on a reference and open merged leads, opportunities, partners (e.g. to have the birthdays on a calendar), tasks, orders, quotations, calls, thus, absolutely any objects with at least one date indicated
Register a new joint event manually like any other Odoo objects. It would not disappear with a next update
Change frequency of the events' update. By default it happens once an hour, but you may change it through Settings > Technical > Automation > Scheduled Jobs > 'Refresh Joint Events'. Besides, you may update joint events just by clicking the button
As soon as you changed a joint event, its parent would be updated correspondingly (if a modified field was not read only or computed)
Show the same object twice but with different start, end or name
Feedback allows improving Odoo tools for you. If you tested the app, please leave a review on the product page

Flexible configuration

Use flexible rules to search for objects and create a joint event with required logics. The app is smart enough to find default values and restrict you in selecting improper field types
  • Model - which object to find: leads, tasks, orders and so on
  • Name field - which field of the object would be used as joint event name (would be shown on a calendar view). Usually it is Name, Subject or Reference
  • Start date field - which field should be used a start of an event. For example, Next Action Date for opportunities or Order Date for quotations. It may be be both Date or Date and Time
  • Attendees Fields - which field should be used to find participants. Usually, it is some Responsible or Sales Person. But you may use even Followers. In comparison to other similar modules you may use both users and partners as attendees
  • Stop date field - which field to use to define when a joint event is going to be finished. It is also may be Date or Time
  • Whole Day Field - a special boolean field, which indicates that a related joint event may lasts the whole day. Such an event would be shown at a special place on a calendar (above the time line)
  • Always Whole Day means that all generated events would last the whole day (disregarding whether start or stop are defined with hours and minutes)
  • Description Field - which field of a related object is used as notes for joint events. Usually the fields like Internal Notes or Comments are used
  • Domain - a special setting, which require advance Odoo technical knowledge. Its goal is to limit a number of objects on a calendar (for example, to show only leads without opportunities: [('type','!=','opportunity')]; and the opposite: [('type','!=','lead')].)
  • Action - what action (including views and defaults) to invoke, when you go to a parent object from this joint event.
  • Select rules for joint calendars:
    • The configurations are provided with useful tips: just point a cursor on a field
    • Optimize joint events' generation and modification by making time limits. There is no need to show the events of the last year on a calendar! You do not need to wait for ages until the events are created as it in other similar modules
    • Define calendars' menus' sequences. Should it be before the previous Super Calendar? Then, make a sequence smaller
    • Deactivate a joint calendar to hide menus and corresponding events

Alarms

  • Configure alarms of 2 types: mails and notifications. The schema is the same as it is for Odoo standard calendar events. You may warn attendees and responsible users at the moment you like to: from 5 minutes to hundreds of days before
  • Change email styles through Settings > Technical >Email > Templates > Joint Event Notification
  • Be cautious: notifications would be shown for portal users, if they are attendees
  • The very special feature: Use the app to make customized notifications for any required Odoo objects. Remind sales persons about next actions in leads and calls. Warn workers about a new manufacturing order. Notify programmers about deadlines. You may configure it by your own! Both emails and notifications. In order to do so, just indicate default alarms in required joint calendar settings.

Access rights

  • Only users with administrator rights may configure new joint calendars and related rules to search objects
  • Users may see only the public calendars or calendars, to which user groups they belong to. Configure it through the Joint Calendar: the tab Settings > Menu > Privacy
  • Users may access only the joint events, to which parents (leads, tasks, orders, etc.) they have access rights. It is equally true for read, write, create and unlink permission. For example, if a sales person doesn't have a right to observe lead, he/she would not see a related joint event as well
  • Manually created joint events may be either public (for all employees) or private (visible for attendees only)
Joint Event Calendar
Odoo Joint Super Calendar
Joint Event Form
Odoo Merge and share objects in one view
Rule to Find an Event
Odoo Rules to combine events
Multiple Rules Possible
Odoo Joint Calendar Configurations
Configuration Options
Odoo Joint Calendar Settings
Popup Notification by any Event
Odoo joint event notify
Email Reminder for any Activity
Odoo joint event mail reminder
Configuration example for tasks
Odoo joint tasks
Configuration example for meetings
Odoo joint meetings
Configuration example for leads
Odoo joint leads

OdooTools is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world.

This tool has been developed in cooperation with IT Libertas - one of the leading Odoo integrators in Russia.

To contact us please register in our support system. Registration form is available by any link below. Registration doesn't take more than 30 seconds. No phone number or credit card are required
Odoo Proprietary License v1.0

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Odoo
Very satisfied
by on

Joint Calendar is the perfect addition to the standard Calendaring system that Odoo offers. It makes the job of setting up specific departmental calendars filled with any objects you wish very easy and Alex and the team provides fantastic after-sales support, responding in most cases within 24 hours to requests for help. Thanks IT Libertas for a great module.