How can I configure Odoo so that all Sales Orders (SO), CRM activities (such as meetings, follow-ups, and scheduled calls), and Field Service tasks automatically appear in the Calendar module, ensuring that users can view and manage all these activities in one place?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Financeiro
- Inventário
- PoS
- Project
- MRP
Esta pergunta foi sinalizada
1
Responder
1329
Visualizações
Hi Marc,
I believe you know how to create Activities in the form and also create the Activity Types.
So, you can adjust your Activity Types, let's take example the "To-Do" and set the "Action" from "None" (default value) to "Meeting". This will allow you to open Calendar when you want to create the activity.
Hope this helps
Thanks! It worked now, you're a lifesaver.
You are most welcome, Marc!
Está gostando da discussão? Não fique apenas lendo, participe!
Crie uma conta hoje mesmo para aproveitar os recursos exclusivos e interagir com nossa incrível comunidade!
Inscreva-se| Publicações relacionadas | Respostas | Visualizações | Atividade | |
|---|---|---|---|---|
|
0
mai. 24
|
1815 | ||
|
2
mar. 24
|
1585 | ||
|
2
abr. 22
|
3344 | ||
|
0
mai. 19
|
4010 | ||
|
3
ago. 22
|
9059 |
Also, this app - https://apps.odoo.com/apps/modules/18.0/joint_calendar - might be helpful to merge not only activities, but any other types of objects. E.g. to show opportuninites, orders, tasks, and activtities together.