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?
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Odgovori
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Prikazi
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!
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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.