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Create a daily email with a list of opportunities

By
Miles Cantley
on 2/13/15, 5:40 AM 568 views

Good morning

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:

Today's Opportunities:

${object.partner_name}
${object.name}
${object.date_action_next}
${object.title_action}
${object.date_action}
${object.partner_address_email}
${object.partner_address_name}
${object.phone}

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!

 

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Asked: 2/13/15, 5:40 AM
Seen: 568 times
Last updated: 3/16/15, 8:10 AM