| Required Apps |
•
Sales (sale_management)
• Invoicing (account) |
| Lines of code | 26 |
| Technical Name |
customer_search_filter |
| License | OPL-1 |
| Website | http://www.aktivsoftware.com |
| Also available in version | v 16.0 v 14.0 |
| Required Apps |
•
Sales (sale_management)
• Invoicing (account) |
| Lines of code | 26 |
| Technical Name |
customer_search_filter |
| License | OPL-1 |
| Website | http://www.aktivsoftware.com |
| Also available in version | v 16.0 v 14.0 |
Enterprise
Community
Odoo.Sh
Self Hosted
Customer Search Filter
Track activities from all Odoo apps simultaneously.
Overview
Now, activity/task manager can track all the activities on different Odoo applications on a dashboard and even could manage it from the dashboard itself.
Features
View Activities Scheduled for Today
View Upcoming Activities
View Overdue Activities
View the assigned users' names along with the supervisor's name, task deadline, and current status.
One can also get all the dashboard information in "List", "Kanban", "Pivot", "Calendar" views.
Setup
Prerequisites
-
Required Apps
Sale,Purchase
Screenshots
Let's try finding customers with their phone number in any of the objects. As you can see in the below attached screenshot that user has entered phone number "9924". So, the customers with phone number is displayed in the dropdown. image on your Sale Order Report.
Now the below image refers to a situation when user tries to find customers through mobile number. User entered "666" digits for finding customers having those numbers in his/her mobile number.
Now consider filtering the customers according to the mail. As shown in the below image user has entered email id to find the customer.
Now let's try finding customers according to their city. As you can see in the below image when the user entered city as "Ahmadabad" customers of that city were listed in the dropdown
As mentioned in the features, user can also find customer by filtering through various job position. In the below image, user is trying to find customers holding "Developer" position.
Our Services
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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. 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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