| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Website (website) • eCommerce (website_sale) • Invoicing (account) |
| Lines of code | 2007 |
| Technical Name |
wbl_account_manager |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Website (website) • eCommerce (website_sale) • Invoicing (account) |
| Lines of code | 2007 |
| Technical Name |
wbl_account_manager |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Weblytic Labs - Your one-stop solution
Thank you for exploring our Odoo App. We are committed to continuous improvement to enhance your
experience.
Should you encounter any issues or have feature requests for our Odoo App, please don't hesitate
to contact us at support@weblyticlabs.com.
We eagerly await your notification!
Customer Manager - Account Manager
The Customer Manager app for Odoo enhances customer interactions and streamlines management. This app allows administrators to assign managers to customers through a unique referral code system, improving communication and service delivery. The Customer Manager app empowers Odoo shop admins to assign managers to customers using unique referral codes. Customers can choose their manager upon signing up, and admins approve these links for personalized service. The app includes features for resolving customer issues via a user-friendly chat system.
ComprehensiveCustomer Manager - Account Manager
Approval System
Efficient Communication
Enhanced Personalization
Improved Customer Support
Manager Assignment
Streamlined Operations
Detailed Features and Steps:
Detailed Features and Steps:- Manager Assignment: Admins can create multiple managers, each with a unique referral code.
- Referral and Manager Linking: Customers select or enter a referral code during signup to choose their manager.
- Approval System: Admins receive requests to approve manager-customer links.
- Customer Support Tickets: Customers can raise support tickets and communicate with their manager through a built-in chat feature.
- Predefined Message Reasons: Admins can set standard message reasons to streamline communication.
Improved Customer Support:
- Direct communication with assigned managers leads to faster issue resolution.
Streamlined Operations:
- Automated manager-customer linking reduces admin workload.
Enhanced Personalization:
- Personalized manager assignments foster stronger customer relationships.
Efficient Communication:
- Standard message reasons streamline the support process.
Click On Account Manager.
Choose Users.
All The Reasons.
Navigate To Settings.
Write The Referral Code.
Click Any One Options Approve/Rejects.
Customers Requests.
View The Partners.
Orders Details.
Fill Up Your Requirement.
View Of Reference Number.
Managers Tickets.
Manager Sale Order History.
Account Manager Tab.
Click On Reference Number.
View Of Communication History.
View Of Sale Orders.
View Of Sale Order Details.
View Of Managers.
Allow Customers To Choose Managers.
Customers Can Select His Own Managers.
Customers Request Status.
Automatic Customer Attachment With Manager.
Manager Assign By Default Manager.
Click On Emails.
View All The Emails.
Create New Manager.
Yes, our modules are designed to be customizable. However, it's recommended to consult our support team or refer to the customization guidelines in the documentation.
Follow our step-by-step installation guide provided with each module. Generally, it involves downloading the module, placing it in the addons folder, and updating the module list in Odoo.
We strive to provide regular updates to ensure compatibility with the latest Odoo versions and address any reported issues. Check our release notes for update frequency.
Yes, we consider custom feature requests. Contact our sales team to discuss your specific requirements, and we'll provide you with a customized solution.
Subscribe to our newsletter, follow our social media channels, or check our website regularly for the latest news, releases, and announcements related to our Odoo modules.
We provide technical support to resolve installation, configuration, and functionality-related issues. Support details are outlined in our support policy. We also customise our Odoo App to meet your business needs.
Our modules are compatible with both on-premise and cloud-based Odoo deployments. Follow the standard installation process for your specific environment.
Refer to the refund policy of Odoo for detailed information on eligibility and conditions for refunds. We strive to address concerns and provide satisfactory solutions.
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SUPPORT AND MAINTENANCE
From seamless installation to ongoing troubleshooting, our expert team is dedicated to ensuring your satisfaction every step of the way. With timely assistance and personalized guidance, maximize the value of your Odoo investment and unlock the full potential of your business operations.
support@weblyticlabs.comSuggested Products
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.
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