$ 10.54
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Community Apps Dependencies | Show |
| Lines of code | 328 |
| Technical Name |
crm_documents |
| License | OPL-1 |
| Website | https://github.com/agungsepruloh |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Community Apps Dependencies | Show |
| Lines of code | 328 |
| Technical Name |
crm_documents |
| License | OPL-1 |
| Website | https://github.com/agungsepruloh |
| Versions | 15.0 16.0 17.0 18.0 |
CRM Document Management And Expiry Reminder
This module is used to help users manage important documents of the CRM. It help to send email notifications to customer about document expiration. You can send notifications before or on the expiry date as well. With the multiple email feature, you can notify several customers at once. You can preview the document without download using the preview button. This module allows sending the notification using scheduled action or manually.
Key Features
1. Manage CRM Documents. ✅
2. Send Email Notifications to Customers about document expiration. ✅
4. Send Notifications to Multiple Emails at Once. ✅
5. Preview Document Without Download. ✅
6. Support Multiple Document Types. ✅
7. Send Notifications Using Scheduled Action or Manually. ✅
8. Easy to Use. ✅
9. Flexible Configuration. ✅
10. Support Community and Enterprise Edition. ✅
Screenshots
- Access Documents from CRM Screen.
- View All Documents Related to the CRM.
- Document Details, Description, and Notes.
- Preview Document Without Download.
- Document Expiry Date and Notification Configuration.
- View All Documents of All CRM.
- Notification and Email Configuration.
- Preview Email Template.
- Send Notification Using Scheduled Action or Manually.
Table of contents
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Agung Sepruloh
Contributors
Agung Sepruloh <agungsepruloh1996@gmail.com>
Maintainers
Current maintainer:
This module is part of the agungsepruloh/document_management project on GitHub.
You are welcome to contribute.
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