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 | etc.
Is there any best practice for using the survey module to input data from clients (who are not users on odoo) and then turn them to various business objects (most importantly contacts, but also employees in some other cases)?
I work for an NGO and we often have various registration forms that vary depending on the event or the activity to which the registration is related to. However, some of the questions (such as name, email, phone number, sometimes bank account) come up in most of them. It would be great, if we did not have to manually copy the data from such survey forms to the relevant business objects. I am considering writing a module that would extend the survey question with a reusable codename field (such as name, email, bank account) write a script that maps these fields to various business objects and then have an automated action run the mapping script when a new response is submitted.
Has anyone tried something similar? Any other suggestions on how to go about this?
If you look in module 'website_crm' you will find it does a very similar thing. you can follow same procedure based on your need. It creates leads from contact form, code looks like:
@http.route(['/crm/contactus'], type='http', auth="public", website=True)
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|Asked: 9/2/15, 8:26 PM|
|Seen: 526 times|
|Last updated: 9/2/15, 9:02 PM|