Agent Portal: New Customer Entry | Agent-Initiated Customer Onboarding

Fast Customer Creation Tool (Agents) | Agent Initiated Customer Creation Website

Customer Creation with Agent Visibility Control | Streamlined Contact Creation for Sales & Support Agents

This module extends the functionality of the Customer Contact Form on the Odoo website for users identified as shop agents. It introduces a toggle that allows agents to assign themselves as the contacts responsible party, making the contact visible only to selected agents. The user interface dynamically adapts based on the agents role, ensuring a streamlined and intuitive experience. This helps in maintaining confidentiality and clear responsibility assignments in multi agent environments. This module is perfect for businesses with multiple shop agents who want to manage customer contacts more efficiently and securely.

Main Features:

• Agent Toggle on Website Contact Form:
  • If a shop agent is logged in, theyll see a neat toggle (Yes/No switch) on the contact form. By switching it on they can mark themselves as the person responsible for handling that customer.
• Conditional Contact Visibility:
  • When an agent assigns themselves to a new contact, that customers details will only be visible to that agent (and not to other agents). This keeps customer info private and helps avoid confusion.
• Smarter Contact List for Agents:
  • Agents will only see the customers theyre allowed to either ones they ve been assigned or those already available to them.
• Smart and Simple Form Behavior:
  • The form changes automatically based on whether the agent toggle is on or off.
  • The Agent field appears only when needed.
  • Required fields change depending on what the agent selects.
  • Everything just works smoothly behind the scenes.
• Stylish and Clean Design:
  • The new toggle switch looks modern and fits perfectly into the look and feel of your Odoo website. Its responsive, simple, and easy to use even on mobile.
• For more details, please refer to the screenshots and demo video provided below.

Workflow:

• Install the App:
  • Once installed, the contact form on the website is enhanced for shop agents.
• LoggedIn Shop Agent Views the Form:
  • A Set me as Agent switch appears if the logged in user is a shop agent.
• Toggle the Switch:
  • Turning the switch ON reveals a dropdown with the agents name preselected.
• Submit the Form:
  • The contact gets created with restricted visibility visible only to the selected agent(s).
  • The system tags the contact appropriately (custom_shop_agent_allowed set to show_to_selected_agents)
• View Assigned Contacts:
  • Agents can see both their usual contacts and those explicitly assigned to them via this form.

Frontend Side Flow

Website My Account Menu (Odoo Standard)

Contacts Menu in the My Account Portal

• Portal users can view and manage their own or assigned contact records.

Contacts Records Interface with Edit and Add Functionality

Create New Contact Form with Agent Toggle

• When a shop agent accesses the form, a Set me as Agent toggle is available.Selecting Yes on Set me as Agent reveals the agent assignment dropdown.

Fill Out New Contact Details

• Standard contact fields shown, with dynamic agent options based on the toggle.

Contacts Interface Updated with New Entry

Backend Side Flow

Contact Record in Backend View

• Backend view of the submitted contact with custom fields:
• Shop Visibility set to Show to Selected Agents
• Shop Agents field populated with the selected agent.

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