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.
We need to be able to create and attach a document to the contact/customers screen. Just to clarify we have created a correspondence tab on the customer screen. When a user clicks on that tab they will see a screen which has two button saying create document, then a list of document below which have been created previously. The buttons allow the user to create either a Sample document or a General document. This document will pull the header and footer information from Odoo and the user can then edit this document adding in the necessary text until they are satisfied. At this point they can print the document. Once printed the document will be saved to our server (or google drive) and a short cut to a PDF version of this document will appear to the right of the screen. I would have thought being able to create bespoke printable letters and keep a link to them somewhere on the customer screen would have been a fundamental part of any CRM system, so perhaps we are missing something really basic, if so please help. Any help with the above would be greatly appreciated.
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
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 2/23/16, 3:27 AM|
|Seen: 343 times|
|Last updated: 2/23/16, 4:10 AM|