Partner Date of Birth & Auto Happy Birthday Email

by
Odoo          
v 12.0 Third Party 11

55.80 €

Live Preview
You bought this module and need support ? Click here !
Technical name to_partner_dob
LicenseOPL-1
Websitehttps://www.tvtmarine.com
Read description for v 11.0 v 10.0
Included Dependencies

Manage your partner's birthday and Send Happy Birthday Messages by Email automatically

Key Features

  1. Manage Partners Birthday
    • Search/Filter Partners
      • by Date of Birth
      • by Day of Birth
      • by Month of Birth
      • by Year of Birth
    • Group Partners
      • by Day of Birth
      • by Month of Birth
      • by Year of Birth
  2. Define your own Happy Birthday Email templates and assign to your partners. Rich Text and Images and Multilingual is supported on Email templates

  3. Switch On Automatic Happy Birthday Email for some partners and switch off for someone else.

Editions Supported

  1. Community Edition
  2. Enterprise Edition

Installation

  1. Navigate to Apps
  2. Find with keyword 'to_partner_dob'
  3. Install it as usual then you are done

Instructions

  1. Open partner profile form view
  2. Input her/his birthday
  3. Check the box "Send Happy Birthday Email"
  4. Select a desired email template for sending Happy Birthday Emails
  5. You can export your partner data to CSV so that you can edit the data there for more productivity then import if you have many partners.

Trouble shooting

  1. You need to have any outgoing email setup and running properly
  2. You may also want to check the Schedule Action named "Send Happy Birthday Email to Partner" if it is active.
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module