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Odoo Cloud (SaaS)
Description
Assign a Product Manager â the internal user in charge of a customer â to each contact, so everyone knows who is responsible for every account.
The Product Manager is available on the contact form and list, and can be used to search and group your customers, giving you a clear breakdown of your client base by the person in charge.
Key features
- Product Manager on contacts â Assign the internal user responsible for each customer.
- Search & group by manager â Filter contacts and group them by Product Manager.
- Column on the contacts list â See the Product Manager at a glance on the customer list.
- No configuration â Install and the field is ready on every contact.
Installation & setup
- Download and install the module from Settings → Apps.
- Open a customer and set its Product Manager in the Sales section.
- On the contacts list, filter or group by Product Manager to review your customer base by responsible user.
Usage
Set the Product Manager on each customer, then use the search and group-by on the contacts list to review your customer base by the person in charge of each account.
Screenshots
1. Product Manager on the customer form
2. Product Manager column and grouping on the contacts list
3. Contacts grouped by their Product Manager
4. Product Manager field on the contact (Sales & Purchase tab)
Have a question? Get in touch â we will help you get the most out of the module.
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| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 73 |
| Technical Name |
cnd_sale_product_manager |
| License | OPL-1 |
| Website | http://www.candelassoftware.com |
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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