| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 168 |
| Technical Name |
odoo_crm_project_task |
| License | See License tab |
| Website | http://www.probuse.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 168 |
| Technical Name |
odoo_crm_project_task |
| License | See License tab |
| Website | http://www.probuse.com |
CRM Project Integration: Unlocking Seamless Connectivity
Streamlining Customer Management: CRM Project Integration
Optimizing Performance: The Role of CRM Project Integration
This application seamlessly integrates with the CRM system, automating project creation based on opportunity stages by utilizing a configurable boolean flag, 'Create Project.' When an opportunity reaches a stage where the flag is enabled, the application automatically generates a project linked to the corresponding CRM opportunity, ensuring real-time creation and enhancing workflow efficiency by accurately tracking the project from the moment the opportunity progresses.
Main Features:
- Project Creation Based on CRM Stage This application enables automatic project creation directly from the CRM system. Once an opportunity reaches a specific stage, a Boolean field labeled "Create Project" is checked. As soon as the opportunity reaches that stage, the application triggers the creation of a project and links it to the CRM opportunity.
- Pre-Stage Notification Before the CRM opportunity progresses to the stage where the project is created, users will receive a notification alerting them that a project will be created in the next stage. This ensures users are informed and prepared for the upcoming action.
- Group Access Configuration for Project Creation It's essential to select a specific group access setting in the applications configuration. If the group is not selected, an access error will occur when attempting to create the project. When the group is properly selected, the project is successfully created and associated with the CRM opportunity without any issues.
- Integration between CRM and Project The project is automatically created and linked to the CRM opportunity, ensuring seamless Integration between the two systems. This eliminates the need for manual entry, reduces errors, and enhances efficiency in the project management process.
- Screenshots and Instructions for Clarity To assist users further, detailed screenshots and an instructional video are provided for better understanding.
Edition Compatibility:
Odoo.sh Community Enterprise
Odoo CRM Stages List View
Odoo CRM Stages Form View with Project Creation Flag
Odoo CRM List View Overview
CRM Form View [Odoo Standard] with Our Fields: Project and Project Name
Notification of Upcoming Project Creation for the User in the Current Stage
An Access Error will occur if the "CRM Project Create" group is not selected
The project was successfully created and linked after selecting the "CRM Project Create" group
Project List View (Odoo Standard) with Newly Created Project
Project Form View [Odoo Standard] with CRM Reference
CRM Form View [Odoo Standard] with Smart Button for Projects and Tasks.
The linked project opens when the Project Smart Button is clicked.
Opening Linked Project Tasks via Task Smart Button
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
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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