CRM Daily Reminder | CRM Daily Notification | CRM Overdue Activities | CRM Activity Reminder
by CFIS https://www.cfis.store
Odoo
$ 13.33
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 269 |
| Technical Name |
crm_daily_reminder |
| License | See License tab |
| Website | https://www.cfis.store |
| Versions | 13.0 14.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 269 |
| Technical Name |
crm_daily_reminder |
| License | See License tab |
| Website | https://www.cfis.store |
| Versions | 13.0 14.0 16.0 17.0 18.0 |
CRM Daily Reminder | CRM Daily Notification | CRM Overdue Activities | CRM Activity Reminder
CFIS
This module allows the Odoo users to be reminded of leads and opportunities that require activity actions today or in the future.
Features
- The reminder is sent for each salesperson individually.
- Choose CRM stages on which an opportunity would be included into the list.
Installation
- Copy crm_daily_reminder module to addons folder
- Install the module normally like other modules.
1. Enable Send Reminder on Pipeline Stages
CRM -> Sales -> My Pipeline -> Edit Stage -> Send Reminder
2. Set Schedule Activity for Leads
CRM -> Sales -> My Pipeline -> Schedule Activity
3. Reminder Email
So based on activit deadline, the salesperson will get a reminder mail from odoo
Help and Support
CRM Daily Reminder | CRM Daily Notification | CRM Overdue Activities
- This module allows the Odoo users to be reminded of leads and opportunities that require activity actions today or in the future.
Installation
- Copy crm_daily_reminder module to addons folder
- Install the module normally like other modules.
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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