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.
i want to know if we can add follwer(sales manager and fiance manager as default) for each customer quotation and customer invoice?
would you let me know if it is available and how to do it?
best Regards, Mallory
If you want to setup default followers on models, we mean automatically added without any human option, you have to do the following :
- go to Settings\Technical\Automated Actions\Automated Actions
- create a new one
- Related Document Model : set the model; in your case it is a sale order
- In the 'action' Tab, set the list of follower you want to add automatically
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: 5/3/13, 5:25 AM|
|Seen: 5355 times|
|Last updated: 3/13/16, 6:02 AM|