Document Centralization - Opportunity
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-doc-0034-document-centralization-opportunity-5694$ 100.57
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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CRM (crm)
• Documents (documents) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 180 |
| Technical Name |
fal_documents_opportunity |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-doc-0034-document-centralization-opportunity-5694 |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Documents (documents) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 180 |
| Technical Name |
fal_documents_opportunity |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-doc-0034-document-centralization-opportunity-5694 |
| Versions | 18.0 19.0 |
ODOO'S FUNCTION
In Odoo, Documents app can centralize files from various applications like Product, HR, and Accounting. However, this functionality does not natively extend to documents attached to CRM Opportunities, leaving important sales-related files disconnected from this central system.
CLUEDOO'S FUNCTION
Cluedoo enhances document management for the sales pipeline by introducing:
1️⃣ Direct synchronization of all documents and attachments from a CRM Opportunity to the central Documents app.
2️⃣ Automatic organization of these files into a structured, shared workspace for the sales team.
This allows sales teams to efficiently track all their relevant files, ensuring every document is available and fully managed in one central location.
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1. Go to Settings > Enable Opportunity in Files Centralization > fill in Workspace and Default Tags . |
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2. Go to CRM > Create new or choose an Opportunity > Attach your document |
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3. The Opportunity's uploaded document is located in the location specified in the Settings on the Documents app. |
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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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