Periodic Reporting and Reminders

by
Odoo          
v 8.0 Third Party 12

172.00 €

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Technical name total_notify
LicenseAGPL-3
Websitehttps://odootools.com/apps/8.0/periodic-reporting-and-reminders-218
Read description for v 12.0 v 11.0 v 10.0 v 9.0
Technical name total_notify
LicenseAGPL-3
Websitehttps://odootools.com/apps/8.0/periodic-reporting-and-reminders-218
Read description for v 12.0 v 11.0 v 10.0 v 9.0

The app is a tool to flexibly configure all-in-one single-list reminders related to any Odoo objects.

Search objects by set of conditions. Any object found by a "To send" criteria would be included into a to-notify list. Any instance found by a "Not to send" criteria would be excluded from such a list. As a parameter use any fields of the types: date, number (integer or float), link to another model (many2one)
Instead of an embedded email list, send an electronic table . It is useful in case of significant number of objects. In order to do so "Send as attachments"
Select which columns to show in a reminder and an Excel table. You may even show a field of a related to this model object
Define whom to notify as a list of Odoo partners
Define when and how frequently to make a list and send a notification. Check the result for this concrete moment by pressing a special button "Show"
The module features depend on your Odoo version. Please select required one on the top right of this page
Message / Note Editing

The tool to correct accidental mistakes in messages and notes

€ 44
Activities To-Do Interface

The tool to process activities one-by-one in a single interface

€ 28
Lost Messages Routing

The tool to make sure you do not loose any incoming messages

€ 36 € 32
No Auto Subscription

The tool to exclude automatic following for message recipients

€ 49
Recurring Activities

The tool to plan and generate recurring activities according to the flexible timetable rules

€ 44
Private Thread

The tool for private communication without interrupting followers

€ 28
KnowSystem

The tool to build deep and structured knowledge base for internal and external use

€ 228
OwnCloud / NextCloud Odoo Integration

Manage Odoo documents in OwnCloud/NextCloud (bilateral sync)

€ 394
Google Drive Odoo Integration

The tool to automatically synchronize Odoo attachments with Google Drive files in both ways

€ 394
Search criteria
Odoo Search and Filter objects
Criteria based on date
Odoo Criteria based on date and time
Rules for classifiers (many2one fields)
Odoo related fields criteria
Settings and columns' definition
Odoo what columns to show"
Final Email
Odoo Email Reminder
Final xls Table
Odoo Table Reminder

Python dependency

To provide the feature of dynamic Excel table generation, install the Python library xlsxwriter:

pip install xlsxwriter

Date comparisons

Date comparison is based on difference in days
  • Date comparison is based on difference in days
  • For example, "Date > 5" means that an object date should be after today at least in 5 days
  • So, today is 15.07. Condition would return True, in case a 'Date' is not earlier than 21.07
  • In the same instance "Date < 5" would return True, only in case a 'Date' is not after 20.07
  • You may use negative numbers. For example, "Date < -1" means that object happened the day before yesterday or earlier
  • "Date = -1" returns True, if a Date is exactly yesterday

Email template

The basic reminder appearance should not be configured through Odoo email templates. In the debug mode go to:

  • Odoo Technical Settings > Email > Templates > Total Notify

Do not change this template! Otherwise, its styles would be broken, and you would receive blank emails.

Have you broken everything? Not a problem, remove this template and update the module. The email appearance will be recovered.

OdooTools is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world.

This tool has been developed in cooperation with IT Libertas - one of the leading Odoo integrators in Russia.

To contact us please register in our support system. Registration form is available by any link below. Registration doesn't take more than 30 seconds. No phone number or credit card are required

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