In need of programing. Context: I am trying to grow my business - to go from manual tracking of relationships, to having Odoo help me. Odoo does a lot of things well, but a core flaw for my need is how it views CRM as a sales funnel. I want to know more about the relationship, outside of the sale, with a focus on the contacts. To do this, I need Odoo to be able to give me a report on contacts, to ensure I reach out when too much time has passed.
Requirement: Inactivity report/filer within Odoo, for contacts when either chatter or a record updated hasn't happened in 60 days. I have studio, but need a date field to update when the chatter has movement. Additionally, I need to create conditional output, showing the lesser time in days, based on two conditions (contact record updated, or chatter updated). Then another condition that will count the data passed (of inactivity) and notify me of each contact that has that condition met, of +61 days/ time has passed and I need to reach out.
More elaborate, depending on cost and time, are conditions, if haven't recorded chatter or contact update to a Category B in +6 weeks (Amber) - & past due contacts to follow up with +8 weeks (Red). Further, I have contacts that are professional relationships. So Category P, I'd like to follow up with them every 6 months, not 60 days.
Please contact me if you can deliver/help monica@monicafineart.us
DB, 17.0+e - Custom (All apps, Odoo Online, Odoo Studio, External API)
Ask any questions to help me be clearer on the ask.
--Monica