| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 89 |
| Technical Name |
eg_crm_update_tag |
| License | OPL-1 |
| Website | https://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
Our Most Suggested Products
Tag Update in CRM
The Tag Update in CRM application streamlines the management of tags within the CRM module in Odoo. Designed to enhance productivity and organization, this app allows users to efficiently update and add tags to leads directly from both Kanban and List views.
Features
Screenshots
Support
Service
Features
Easy Tag Management from CRM Views
This feature allows users to update or add tags directly in the CRM Kanban and List views. By simply selecting leads, users can apply tags to categorize or prioritize leads, making it easier to follow up and segment them based on specific criteria.
Flexible Tag Update Options
The module offers two modes for tag management: add or replace. Users can choose whether to add new tags to selected leads or replace existing tags with new ones. This flexibility ensures that the CRM data stays relevant and aligned with the latest organizational priorities.
Quick Access to Tag Updates via Actions
Beyond the main update interface, users can also update tags from the action menu in the CRM pipeline. This feature ensures that users have multiple ways to access and perform tag updates, making it highly adaptable to various workflows.
Screenshot
1.) Menu of Update CRM Tag
This menu provides the navigation path to the tag update feature within the CRM. Users can access it via CRM → Sales → Update CRM Tag. The clean layout makes it easy for users to find and interact with the tag update functionality.
Navigation : CRM → Sales → Update CRM Tag
2.) Update CRM Tags Pop-up View
The pop-up view enables users to either add or replace tags for selected leads. Itâs a user-friendly interface that provides clear options, ensuring that tags are updated precisely as needed.
3.) CRM View After Tag Update
After applying tags, the CRM view reflects the updated tags in the lead details. This provides immediate feedback, allowing users to see the changes and ensuring that their data is up-to-date.
4.) Second Way to Update Tags (CRM List View)
In the CRM list view, users can update tags directly from the action menu, further enhancing the flexibility of the module. This alternative method ensures that users can update tags without needing to open any additional views, improving workflow efficiency.
User Guide
Teams
team@inkerp.com
Suggested Products
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 89 |
| Technical Name |
eg_crm_update_tag |
| License | OPL-1 |
| Website | https://www.inkerp.com |
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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