Portal Schedule Activities for External Agents

by
Odoo

107.83

v 14.0 Third Party 1
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies
Lines of code 599
Technical Name schedule_activity_share_portal
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 16.0 15.0 14.0 13.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies
Lines of code 599
Technical Name schedule_activity_share_portal
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 16.0 15.0 14.0 13.0

Portal Share for Schedule Activities

Schedule Activity Share to External Agents / Portal Users

My Account Portal Share Scheduled Activities to External Portal User / Agent

This app allows your external agents / portal user / contacts to view activities on my account portal of your website and send a message using portal login as shown in below screenshots.


Main features:

  • Sharing on Portal tab options added on Activity Types as a configuration.
  • Allow your internal users to share activities with external user / external portal users. These will help them to work on scheduled activities together with external agents.
  • Allow your external agents / portal users to view scheduled activities which are shared to them by internal users in the backend.
  • Allow portal agent / portal agent to send a message from the send message button.
  • Sent messages by portal users will appear in the portal messages smart button on activity form.
  • For more details please check below screenshots and watch the video.

Edition Compatibility:


Enterprise Odoo.sh Community

Activities List view

Sharing on Portal tab added on Activities Form View

Activities menu added on my account portal

Logged in with External Agents (Richard)

Activities List View

Activities Form View with Send Message button

Open popup from Send Message button

Thank you message after click on Send Message button

Your Sent Messages tab filled up after Send Message button process

Portal Messages Smart button on Schedule Activity Form View

Logged in with Sales Manager (Mitchell John)

Open List view of Activity Message Received

Open Form view of Activity Message Received

Activity Types Menu

Activity Types Configuration

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

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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