CRM-Document Management System

by
Odoo

10.88

v 14.0 Third Party 30
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 82
Technical Name document_attachment_in_crm
LicenseOPL-1
Websitehttp://www.cybrosys.com
Versions 16.0 17.0 12.0 15.0 13.0 14.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 82
Technical Name document_attachment_in_crm
LicenseOPL-1
Websitehttp://www.cybrosys.com
Versions 16.0 17.0 12.0 15.0 13.0 14.0
Community
Enterprise

Document Attachments in CRM

Efficiently manages CRM documents

Overview

Many require documents or details to be attached for the identified leads. This module allows you to attach any number of documents in the CRM leads. The attachment can be a file or an url. The uploaded documents can be viewed and downloaded later.

Features

Upload documents in CRM lead

Attach an URL on CRM lead

Download the attachments

Screenshots

Attachment

Create Attachment

Upload Documents

Open the CRM lead. Click on the super button Attachments. Click Create and give a 'Name' for the attachment. Choose 'Type' as File and click Upload Your File to select and upload the file. Choose 'Type' as URL and type the url to upload.

Download Attachment

Video

Cybrosys Cover Video

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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.
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