I wish to implement a sales flow such that when a quotation has been sent, an auto reminder email is sent to the sales team after 7, 14, 21 days if the quotation is still open. i.e. the sales hasn't been closed or declined. How can I achieve this?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Boekhouding
- Voorraad
- PoS
- Project
- MRP
Deze vraag is gerapporteerd
2
Antwoorden
6757
Weergaven
Flexibly configure any sort of reminders and alarms based on the Joint Calendar special feature: https://apps.odoo.com/apps/modules/9.0/joint_calendar/. Alert at any moment of time regarding any event or action
They are both filters, domain is like a hard filter, context is like a soft filter.
Domain is used purely for filtering to control the records that are available in the tree/list and form views.
Context is used to pass filtered data to the server to functions.
You cannot remove context to expand the data beyond what domain allows you to see. But you can remove context to see everything domain allows you to see.
There is probably a more detailed and involved explanation, but this is what it boils down to.
Geniet je van het gesprek? Blijf niet alleen lezen, doe ook mee!
Maak vandaag nog een account aan om te profiteren van exclusieve functies en deel uit te maken van onze geweldige community!
Aanmelden| Gerelateerde posts | Antwoorden | Weergaven | Activiteit | |
|---|---|---|---|---|
|
Sales quotation
Opgelost
|
|
2
mrt. 24
|
2082 | |
|
1
mrt. 15
|
4094 | ||
|
1
mrt. 15
|
4993 | ||
|
0
aug. 25
|
3784 | ||
|
1
nov. 23
|
2304 |
