Customer/Supplier/Partners Birthday Wishes
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 22.14
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 129 |
| Technical Name |
partner_birthday_wishes |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Birthday Greetings Email for Customers, Vendors, Partners, and Contacts
Automated Birthday Greetings Email for Customers, Vendors, and Contacts in Odoo
Partner Birthday Wishes Automation
This module automatically sends personalized birthday greetings and wishes via email to your customers, suppliers, contacts, and partners. The process is triggered by a cron job, ensuring timely and consistent delivery of birthday messages on the specified dates.
Main Features:
- Automated Birthday Wishes via Email: This module automatically sends personalized birthday wishes via email to customers, vendors, suppliers, partners, contacts, and companies.
- Cron Job for Daily Email Delivery: A cron job runs daily to ensure the system automatically sends birthday wish emails to the appropriate recipients on their birthdays.
- Customizable Email Templates: Pre-configured email templates are provided, allowing you to easily modify the content of birthday messages to suit your business needs.
- Custom Template Integration: If a custom birthday email template is configured on the customer, vendor, or contact form, the system will use that template to send birthday wishes. If no custom template is configured, the system defaults to a generic birthday template.
- Visual Guidance and Tutorials: For additional configuration assistance, please refer to the screenshots below and watch the tutorial video for a detailed walkthrough.
Edition Compatibility:
Enterprise Odoo.sh Community
Example 1: Customer Birthday Wishes Workflow
Odoo Standard Customer Menu Overview
New Fields: Birthdate and Birthday Email Template on Customer/Supplier/Partner Form
Cron Job Execution for Daily Birthday Wishes
Birthday Email Sent to Customer (Sample Email)
New Fields for Birthdate and Birthday Email Template on Customer/Supplier/Partner Forms
Cron Job Execution for Daily Birthday Greetings
Sample Birthday Email Sent to Customer/Supplier
Example 2: Vendor Birthday Wishes Workflow
-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Odoo Standard Vendor Menu Overview
Vendor Form: New Fields for Birthdate and Birthday Template
Cron Job Execution: Daily Automated Birthday Greetings
Automated Birthday Greeting Email Sent to Vendor
Vendor Form: New Fields for Birthdate and Birthday Email Template
Cron Job Execution: Daily Automated Birthday Greetings
Automated Birthday Greeting Sent to Vendor
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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