We are running Odoo 8, and we have numerous opportunities with Next Action Dates that need to be followed up on. I would like to create a daily email to each sales person, with a list of the opportunities that fall due to them on that day, with relevant information to help them follow up.
Emails are already being generated by the system for invoices, so the email sending function is all complete and working.
I have created an email template with the following content:
I have created a server action with Action To Do as Send Email, and the above template selected.
I then created an automated action, to run the above server action, with the following data:
When to Run Based on Timed Condition
Filter Current Opportunities
Trigger Date Next Action Date
Delay After Trigger Date 0 Days
This doesn't generate any emails, and I can't see how to do a daily email instead of one based on one of the dates within one opportunity. Please help!
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
|Asked: 2/13/15, 5:40 AM|
|Seen: 376 times|
|Last updated: 3/16/15, 8:10 AM|