v 15.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies
Lines of code 1674
Technical Name to_partner_dob_send_email
LicenseOPL-1
Websitehttps://viindoo.com/apps/app/15.0/to_partner_dob_send_email
Versions 13.0 16.0 14.0 15.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies
Lines of code 1674
Technical Name to_partner_dob_send_email
LicenseOPL-1
Websitehttps://viindoo.com/apps/app/15.0/to_partner_dob_send_email
Versions 13.0 16.0 14.0 15.0

What it does

Automatically send Happy Birthday Email to your partners.

Key Features

  • Define your own Happy Birthday Email templates and assign to your companies/ partners. These Email templates support to enrich:
    • Text;
    • Images;
    • Multi Language.
  • Switch On/ Off the function of Automatic Happy Birthday Email for the companies/ partners.
  • Multi-company is fully supported. In other words, you could define different email templates for the same partner for different companies.

Supported Editions

  1. Community Edition
  2. Enterprise Edition

Installation

  1. Navigate to Apps.
  2. Search with keyword to_partner_dob_send_email.
  3. Press Install.

Instruction

Instruction video: Auto Send Happy Birthday Email

  • After installing the module, go to Settings > General settings > Default Email Templates. In the Default email template section, check Send Happy Birthday Email and select a Happy birthday email template. This is the default template if a specific template is not selected for each partner.
Configure happy birthday mail template
  • Open the partner profile, enter the date of birth and set up a happy birthday email template for the partner. Here, you can choose or configure specific email templates for this partner.

Note: Partner here must be Individual.

Set up the mail template in the partner profile.
  • When the setup is complete, to the date of birth of the partner, the system will automatically send a happy birthday email to the partner's email address. You can check that information in the Chatter area in the partner's profile.
Check the sent mail
  • In addition, the same partner but in different companies can choose different email templates.
  • If you do not use the feature to automatically send emails to each partner on their birthday, go to Contacts > Select the partner profile, click the button Send Happy Birthday Email to turn it off.
Enable/disable auto-send happy birthday email
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

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.