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Volunteers and Donors Management

by
Odoo
v 17.0 Third Party 132
Download for v 17.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Employees (hr)
Project (project)
Sales (sale_management)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Lines of code 653
Technical Name volunteers_donors_management
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 15.0 16.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Employees (hr)
Project (project)
Sales (sale_management)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Lines of code 653
Technical Name volunteers_donors_management
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 15.0 16.0 17.0
Community
Enterprise
Odoo.sh

Volunteers and Donors Management

A Module For Managing Volunteers and Donors

Key Highlights

This app allows you to manage your Volunteers and Donors in Odoo and allows you to create projects and tasks with Volunteers

Allows you to select Volunteer and Donor details on CRM of lead / pipelines.

Volunteers and Donors Menu, Users can only access the module if they have the user group "Volunteers Donors Management-User".

Volunteers Kanban View

Donors Kanban View

Volunteer Types Tree View

Volunteer Types Form View.

Volunteer Skills Tree View.

Donor Types Tree View

Donor Types Form View.

Volunteers Form View with Sales & Purchase Tab .

Under Contacts > Customer > Sale & Purchase Tab. You can Check whether Customer is A Volunteer or a Donor.

Under Volunteer Details Tab,You Can Set The Volunteer Type and Volunteer Skill The Volunteer have.

Donors Form View With Sales & Purchase Tab.

Under Donor Details Tab,You Can Set The Donor Type For The Donor.

Create A New Project .

Under Project > Configurations > Projects>Create. Here you can select the Volunteers from the Volunteer Details Tab.

Under Project Set Visibility To Invited Portal Users And All Internal Users .

Under Project Select Tasks And You Can Assign Volunteers For A Particular Volunteer Selected From Project Details Tab .

On Adding Volunteers Inside Task It Will Automatically Add Followers Based On Volunteers Inside The Task .

Task Menu Portal My Account .

Here the user can also check the tasks he assigned in the Portal Access Menu

Portal Task View .

Print Project Report Menu.

Report Template Of Project.

Pipeline Form View With Volunteer Details Tab .

Under CRM Changing the Customer will automatically write the Volunteer Details by odoo itself.

Pipeline Form View With Donor Details Tab .

Same goes for Donor Details Changing the Customer will automatically write the Donor Details by odoo itself.

  • Allow you to create and manage Volunteers and Donors in Odoo.
  • Allow you to add Volunteers Types ,Volunteer Skills.
  • The project will allow you to select Volunteers specifically for that particular project.
  • Project pdf report with Volunteers details.
  • Allow you to share tasks to Volunteer on the portal of your website.
  • CRM Lead/Pipeline form with Donor and Volunteer details.
Version 17.0.1.0.0|Released on:10th June 2024

Initial Commit for Volunteers and Donors Management

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