| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Planning (planning) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Employees (hr) • Invoicing (account) |
| Lines of code | 88 |
| Technical Name |
crm_planner |
| License | OPL-1 |
| Website | https://www.coachall.be |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Planning (planning) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Employees (hr) • Invoicing (account) |
| Lines of code | 88 |
| Technical Name |
crm_planner |
| License | OPL-1 |
| Website | https://www.coachall.be |
CRM Planner
The CRM Planner module allows you to utilize the Odoo planning application instead of the Odoo calendar application for scheduling appointments related to leads. This enables you to manage your people and resources more efficiently.
Effortlessly plan recources, straight from the CRM application
Click on the "To plan" smart button to plan an opportunity
The correct opportunity is transferred via the context to the planning application. This eliminates the need for manual selection of the correct opportunity.
The button text automatically changes to 'Planned' when an appointment is made.
CRM Planning is available in English, Dutch, French, Spanish, and German.
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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