| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Website (website) • eCommerce (website_sale) • Invoicing (account) |
| Lines of code | 2007 |
| Technical Name |
wbl_account_manager |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Website (website) • eCommerce (website_sale) • Invoicing (account) |
| Lines of code | 2007 |
| Technical Name |
wbl_account_manager |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Customer Manager
Request for a Demo
Account Manager
The Account Manager app enhances customer interactions and streamlines management by allowing admins to assign managers to customers through a unique referral code system. This feature improves communication and service delivery, enabling customers to select their preferred manager during signup. With integrated support options, this app promotes personalized service and efficient issue resolution.
Account Manager Benefits
Simplified Manager Assignment
Increased Customer Retention
Improved Customer Support
Enhanced Personalization
Streamlined Operations
Efficient Communication
Account Manager Features
Manager Assignment:
- Admins can create multiple managers, each with a unique referral code for easier tracking and assignment.
Referral and Manager Linking:
- Customers can select or enter a referral code during signup to choose their manager, simplifying the process of management assignment.
Approval System:
- Admins receive requests to approve manager-customer links, ensuring that assignments are validated for better service quality.
Customer Support Tickets:
- Customers can raise support tickets and communicate directly with their manager using a built-in chat feature, facilitating quicker issue resolution.
Additional Configurations:
- Default Manager Assignment: Automatically assign a manager to new customers if no referral code is provided.
- Dropdown Manager Selection: Allow customers to choose from a dropdown list of available managers.
- Manager Info on Order Confirmation: Display manager details in order confirmation emails for transparency.
- Manager Info on Order Details: Show manager information on order detail pages for easy reference.
- Email Notifications: Automatic email alerts for key events such as link approvals or support ticket updates.
Predefined Message Reasons:
- Admins can set standard message reasons to streamline communication and improve response times.
Frequently Asked Questions
Sometimes you need a quick answer to your
question. You can get it right away here.
General
Account Manager
Select the Account Manager to proceed.
Managers
The admin can choose a manager from the user list and enter a referral code.
Reasons
Add new reasons and display all existing reasons.
Account Manager: Configuration Settings
Activate checkboxes according to your chosen preferences.
Sign Up
Sign up for a new account by providing the referral code.
Customer Requests
Click on your preferred option: Approve or Reject.
Navigate To Customer Request
Access the customer requests list, featuring status updates.
Managers
Allow orders for out-of-stock products on POS and display them in the receipt.
Order Details
Display the account manager details box on the payment confirmation page.
New Ticket
Complete the form based on your specific requirements.
My Account Manager
Check the reference number information.
Tickets
Provide complete information on tickets raised, including open and closed features.
Managers -> Tickets
Show the entire list of tickets.
Sales Order
Display the sales order history for the current manager.
My Account Page
Click on the 'Account Manager' tab to proceed.
Account Manager Page
Select the reference number to view details.
Communication Box
View communication records and interactions.
Sales Orders
Display the complete sale order records.
Sale Order Details
Check the sale order details and show your account manager's information.
Manager Customers
Display the list of customers associated with the manager.
Account Manager Configuration Setting
Allow customers to choose their preferred managers.
New Account Sign-Up
Customers have the option to choose their own managers.
Customer Requests
Display the customer request list, including status updates.
Configuration Settings
Customers are linked to managers automatically.
Sing Up
The manager is automatically assigned as the default manager.
Manager With Partners
Access the list of partners.
Settings
Select the Emails option to proceed.
Emails
Access the complete email list.
Managers
Add a new manager and display the list of all managers.
Weblytic Labs Odoo Services
Implementation
Services
Development
Consultation
Developers
Services
Development
Customization
Development
Development
Development
Weblytic Labs - Your one-stop solution
Thank you for exploring our Odoo App. We are committed to continuous improvement to enhance your
experience.
Should you encounter any issues or have feature requests for our Odoo App, please don't hesitate
to contact us at
support@weblyticlabs.com
We eagerly await your notification!
Must Have Apps
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.
Please log in to comment on this module