Hi Odoo people!
An executive at the company where I'm employed has asked if it's possible to gain a "complete" view of conversations with a company in Odoo.
Meaning, that he wants to be able to - in one view - see all e-mails, logged notes, activities etc. that has been made for a company and all the related individuals.
As I see it, the current option is only checking them one at a time.
Is this possible within Odoo, or will it need customization?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project management
- MRP
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You can do it model at a time. for eg in CRM filter all opportunities for the customer, from the list view select all the records and export, you can select the fields you wish to export, activities, messages etc
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