Chatter User Filter

Overview

One of the key functions of an ERP system is to simplify and ease businesses processes while saving time. When it comes to reaching out to customers externally or maintaining employee transparency internally, unified tools can Odoo can come extremely handy. While Odoo’s robust customer relationship management (CRM) tool allows sales representatives to send messages to clients and log notes regarding them, we thought of making the process even simpler.

>Often, customers reach out to business leaders directly over the phone demanding answers to certain queries which are being managed by the company’s customer representatives. At such a time, fast access to information from previous conversations becomes imperative. To solve this problem, we created an additional CRM feature that allows business leaders or other members of the organization to filter out and monitor any information seamlessly.

This feature is specifically helpful when business leaders need to track the status of service being offered to their customers. For instance, after an initial call with a potential client, one of the pre-sales representatives can change the bucket of the lead as a ‘qualified lead’. Post this, another customer representative may take over to fulfill the customer’s needs and mark it as won (after documenting all the requirements of the customer). As this transfer of information takes place between two members of the team, it is important for both to document it. Once that is done, customer service monitoring becomes a cakewalk with our module. The supervisor can simply use the ‘user filter’ to filter out the messages sent by one of the sales representatives and get a 360-degree view of the entire process that took place after the lead was qualified.

Our module allows various users to sieve non-essential information out and search messages and log notes by specific user’s name. Let’s see how it works-