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3552 Weergaven

As a business owner I have many things that need to be done in the average day.  For instance,

  • pick up the Granddaughter by 3:00PM

  • call trainer and confirm you'd like to use his services

  • consolidate the mess on the showroom and get rid of what we don't use.

This I perceive as an 'Activity' yet it is not something I'd add in the CRM section, nor would it be a Project Task as I would have to create a project for every little thing.

Where do you imagine these types of activities would be entered in the Odoo system ?

Thanks for your thoughts.

Jay

CompuMatter

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Hello,

You can use Notes module (with the activity schedule) for this type of personal notes.




With upcoming version of Odoo, you can directly create a quick note and set reminder time (yes in the community) but for Odoo 11, you can create the note and schedule activity on a date (if any) manually.



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