i am using quotations as a method to manage call-in orders for customers. is there a way to email customers who have an order for a specific day? for example, i would like to email all customers who have an order tomorrow. i cannot find a way to filter this option.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Бухгалтерия
- Склад
- PoS
- Project
- MRP
Этот вопрос был отмечен
348
Представления
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Регистрация
Hey Stuart,
It can't be done in a straight line. You will need to set up automation and change how the sales module works.
Email calkikhunt123@gmail.com for more information.
Thanks,
Kalkivi
Do you want to filter the quotations whose order date is of tomorrow and then manually send the email?