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All contacts Mass Approval
The All Contacts Mass Approval module for Odoo streamlines the process of managing contact records by introducing a structured approval workflow. It ensures that every contact is reviewed before becoming active, helping businesses maintain accurate and reliable data. With features like mass approval, role-based access control, and seamless integration with core modules such as Sales, Purchases, and Inventory, this module enhances operational efficiency while enforcing better data governance and control.
Features
Screenshots
Support
Service
Features
Mass Approval & Rejection
Every newly created contact is automatically placed in an âUnder Approvalâ state, ensuring that no record is used prematurely. This structured workflow enforces a validation step before contacts become active across the system.
Automated Approval Workflow
Every newly created contact is automatically placed in an Under Approval state, ensuring that no record is used prematurely. This structured workflow enforces a validation step before contacts become active across the system.
Role-Based Permission Control
The module restricts approval and rejection actions to authorized users, typically designated as Contacts Managers. This ensures that only responsible personnel can validate and activate records.
Screenshot
1.) User Settings Configuration
Access to approval functionality begins with enabling the appropriate permissions in user settings. Assigning the Contacts Manager role ensures that users can manage approvals effectively and access all related features.
Navigation : Settings → Users & Companies → Users
2.) Attempting Mass Approval Without Permission
Trying to perform mass approval directly from contacts without proper access highlights the importance of activating the Contacts Manager role first.
Navigation : Contacts → Action → Mass Approve or Mass Not Approve
3.) Error Notification for Unauthorized Actions
Clear error messages guide users when approval actions are attempted without proper configuration. This helps avoid confusion and directs users toward enabling the necessary permissions.
4.) Contacts Manager Activation
Proper setup of user roles unlocks the full functionality of the module. Once configured, users gain access to approval tools and can manage contacts efficiently.
Navigation : Settings → Users & Companies → Users
5.) Viewing Contacts Under Approval
A dedicated view organizes all contacts awaiting approval, making it easy to review pending records.
6.) Mass Approval and Rejection Process
Contacts can be selected in bulk and approved or rejected in a single action. Approved contacts become available across business modules, while rejected ones are excluded from operational use, ensuring clean data flow.
7.) Contact Status Management
Each contact progresses through clear states such as Draft, Under Approval, Approved, and Not Approved.
8.) Approved Contacts in Sales
Only validated contacts are accessible within the Sales module, ensuring that transactions are conducted with verified and reliable data.
Navigation : Sales → Contacts
9.) Approved Contacts in Purchases
The Purchases module reflects only approved contacts, helping maintain accuracy in vendor-related operations and procurement workflows.
Navigation : Purchases → Contacts
10.) Approved Contacts in Inventory
Inventory operations benefit from clean and approved contact data, ensuring that all logistics and stock-related processes rely on verified records.
Navigation : Inventory → Contacts
User Guide
Teams
team@inkerp.com
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| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) • Discuss (mail) |
| Lines of code | 193 |
| Technical Name |
eg_all_contacts_approval |
| License | OPL-1 |
| Website | http://www.inkerp.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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