| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 42 |
| Technical Name |
eg_to_partner_dob |
| License | OPL-1 |
| Website | https://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 42 |
| Technical Name |
eg_to_partner_dob |
| License | OPL-1 |
| Website | https://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
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Partner DOB
This module helps manage partner birthdates and company establishment dates in a structured and efficient way. It enables users to easily search and filter records based on date, month, or year of birth or establishment, ensuring quick access to relevant information.
Features
Manage Birthdays and Establishment Dates
This module allows users to record and maintain key dates for partners, including birthdays for individual contacts and establishment dates for companies. The system intelligently differentiates between individuals and organizations, ensuring the correct field is presented based on the partner type.
Advanced Search and Filtering
Users can quickly locate partners using flexible filtering options based on date, month, or year of birth or establishment. This functionality simplifies tasks such as identifying upcoming birthdays or analyzing partner demographics.
Grouping and Data Organization
The module enables grouping of partners by date or month, providing a clear and organized view of important events.
Screenshot
1.) Contacts Form View
Easily access and manage an individual partner birthday directly within the contact form.
2.) Contact Form View for Company
Company records include a dedicated field for establishment dates, allowing businesses to track important milestones.
3.) Contact Filters View
Filtering options make it effortless to narrow down partners based on specific dates, such as birthdays or establishment days.
4.) Contacts View with Month Group
Grouped views organize partners by month or date, offering a structured way to visualize upcoming events.
User Guide
Teams
team@inkerp.com
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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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