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Kware Least Active Customer Notifier

by
Odoo

34.72

v 8.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales Management (sale)
Social Network (mail)
Online Billing (account_voucher)
Technical Name kware_customer_reminder
LicenseSee License tab
Websitehttp://kware-eg.com/
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Least Active Customer Reminder Module

Our Module Features:

  • Keep track of least active customer in your company.

  • Message the responsible salesperson of each customer.

  • See the last interaction for each customer.

  • Email the salesperson with their least active customer with the date of last interaction.

How to use:

Least Active Customer Module

The fields you need to fill in the first screen on customers menu on our system are:

Notify: put a check mark on the check box.

Duration(Days): After how much days from customer latest invoice the system should consider the customer as inactive and notify the salesperson.

Last interaction with customer: this field automatically appear to inform the last interaction happened with the customer.

After you click on Save Button on customer, click on sales & purchases tap

And select the responsible salesperson to send an Email and click save.

After choosing the responsible salesperson Confirm that the email field is exists.

The system will send an email automatically to the salesperson as shown in the picture.

About Us   

Website

Mail: Sales@kware-eg.com

Tel: +20 1202110076

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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