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Need Program/Coding Support for Customer Inactivity report/filter

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Monica MG

In need of programing. Context:  I am trying to grow my business - to go from manual tracking of relationships, to having Odoo help me. Odoo does a lot of things well, but a core flaw for my need is how it views CRM as a sales funnel. I want to know more about the relationship, outside of the sale, with a focus on the contacts. To do this, I need Odoo to be able to give me a report on contacts, to ensure I reach out when too much time has passed.  


Requirement: Inactivity report/filer within Odoo, for contacts when either chatter or a record updated hasn't happened in 60 days. I have studio, but need a date field to update when the chatter has movement. Additionally, I need to create conditional output, showing the lesser time in days, based on two conditions (contact record updated, or chatter updated). Then another condition that will count the data passed (of inactivity) and notify me of each contact that has that condition met, of +61 days/ time has passed and I need to reach out.


More elaborate, depending on cost and time, are conditions, if haven't recorded chatter or contact update to a Category B in +6 weeks (Amber) - & past due contacts to follow up with +8 weeks (Red). Further, I have contacts that are professional relationships. So Category P, I'd like to follow up with them every 6 months, not 60 days.


Please contact me if you can deliver/help monica@monicafineart.us ​

DB, 17.0+e  -  Custom (All apps, Odoo Online, Odoo Studio, External API)


Ask any questions to help me be clearer on the ask. 


--Monica

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Ray Carnes (ray)
Best Answer

Have you ruled out using Activities?

Here is a screenshot of my database showing all my follow-ups (red are LATE, orange are TODAY, green are FUTURE):


Each time I create a new Contact, I create an Activity for myself based on what I hear from the Contact. They tell me when the best time is, and it might not be a neat 30 days or 6 months - it might be after their office move, when they get back from vacation, after their big project, etc.

Since I send my emails from the Contact record, each time I get a reply I can click to get back to the contact record and adjust my follow up Activity if needed.

If I edit the Contact record due to an action that would suggest I delay another touch, I can change the date on the Activity that is scheduled.

The work here for you is probably just up front, making sure each Contact has a scheduled Activity. When completing an Activity, you are one click away from scheduling the next one. Once each Contact has an Activity scheduled, you just keep up on them. You can even filter for "Activities is NOT SET" to find any that slip through the cracks.

Many Users leverage Activities in this way to keep in contact communication with Contacts - on a schedule that is more personal and dynamic.

Use your programming budget to create a promotion so you can contact all of your Contacts within the next month, and as you do, set a follow-up Activity right after you take down notes about their reply. 

Learn more at https://www.odoo.com/documentation/17.0/applications/essentials/activities.html or watch one of our eLearning videos:


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Monica MG
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Ray - Muchcismo Gracias!! I had to go and add my own Activities, but so far, it fits my need. More so I can auto schedule the next activity. I was calentando mi coco on this....

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