Ir al contenido
Menú
Se marcó esta pregunta
2 Respuestas
1214 Vistas

I am using version 17.0 Enterprise and have configured the "info@xxx.com" email as our CRM lead email account and this works perfectly.

We also have configured the Recruitment module to create alias accounts for  job applications. This works perfectly as well when applicants use the right email address.

Sometimes people apply for jobs using the "info@xxx.com" email account instead of using the job alias provided. This creates a CRM lead, not a job application.

Is there an easy way to transform the CRM lead created to the specific job opportunity without having to download the CV and the motivation letter and manually copying them to the advertised position in the Recruitment module?

This can be done manually for one or two applicants, but is a pain if there are several that have done this.

Thanks!

Avatar
Descartar
Autor Mejor respuesta

Thank you but to be quite honest that goes beyond my abilities/knowledge of Odoo. I was hoping that there was an easy way of doing this rather than having to create a server action. Are there any alternatives?

Avatar
Descartar
Mejor respuesta

What you can do is, make use of server actions which are defined in a way to create records of recruitment using the crm record information, which needs to be added in a dictionary of fields that are required to create the recruitment record [ I believe that you have all the relevant information you need in the mistakenly created CRM record which you can use to create the Recruitment record ]. This way you'll be able to convert all your incorrect records automatically at just one click.

Avatar
Descartar
Publicaciones relacionadas Respuestas Vistas Actividad
2
ene 24
3510
0
abr 15
3628
0
ago 24
1348
0
feb 24
1628
0
ago 23
4896