| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Email Marketing (mass_mailing) • Discuss (mail) • Invoicing (account) |
| Lines of code | 22205 |
| Technical Name |
jstree_partner_pategory |
| License | LGPL-3 |
| Website | http://www.unikerp.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 |
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App Description
jsTree Partner Category
This module allows you to generate dynamic, interactive tree views (for example folder tree) with support for inline editing, drag"n"drop, checkboxes, keyboard navigation and more in order to categorise contacts.
Key Features are as follows
1. Configure (create, modify, delete,...) a category through a form view or a JsTree.
2. Select partners according to their belonging to the branches of the tree (Jstree).
3. Filter customers by category.
4. Use the action button on a list view of partners filtered graphically by category to send SMS, Email…
Feature 1 : Configure (create, modify, delete,...) a category through a form view or a JsTree.
To create a category you just have to go to menu contact => configuration => sub menu category
Feature 2 : Categorize customers through the JsTree.
Then select your contact and click on the smart category button. A window appears in which you can assign categories to your contact.
Feature 3 : Filter customers by tag category.
You can also filter your contacts by category to send them a mailing.
To do this click on the contacts view list and filter your contacts as shown in the image below.
Feature 4 : Creating and Send marketing email from a contact lists
From here you can create and send a mailing the same way you send a mailing with the native odoo module.
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