Customer Success - Ecolo

Public Channel / Odoo Experience 2015

Business Case : Mozaik
Members and Mandates of Political Party
Management (ONG, Community, ....)

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5. Structure : State Power Levels

6. Structure : State

7. Structure : State Hierarchy

8. Structure : Internal (us, Ecolo)

9. Partners : Many coordinates

10. Partners : Coordinates tab

11. Partners : Indexation

12. Partners : Relations

13. Partners : Mandates

14. Partners : Selection Comittees

15. Partners : Candidatures

20. Allowing false duplicates

23. Distribution List ...

25. Test a Distribution List

26. Execute a Distribution List (I/II)

24. ... and filters

19. Detecting suspicious duplicates (I/II) Suspicous: same coordinate, ≠ contacts

21. Community module: partner_firstname Replication of the main coordinates

1. Business Case : Mozaik Members and Mandates of Political Party Management (ONG, Community, ....) Vincent VAN OSTA Stéphane BIDOUL 04-06-2015

16. Break the axiom... ... one contact ... = only ONE email only ONE address only ONE phone, ONE fax, ONE mobile !

17. ... but also ...  Detecting suspicious coordinate duplicates  Allowing false duplicates (couple, co-residents, co-workers, ...) to share the same coordinate  Replicating the main coordinate on the contact  Executing mass functions (mass mailing, labels printing, ...) based on criteria defined on different models (not only partner) and targeting all coordinates (not only the main coordinate)

4. Who can benefit from this ? (II) Mr Stéphane Bidoul, from Acsone will present the technicals aspects of intersting Odoo features enhancements :  partners with multi-email, multi-adresses, multi- phones, multi-partners's relationship  duplicates detection and (in)validation  creation of dynamic distribution lists with mass mailing features - based on multi-model search results

28. Interested?  Download : github.com/acsone/mozaik  AGPL  Generic features isolated and compatible  Get in touch! – vincent.vanosta@ecolo.be – stephane.bidoul@acsone.eu – olivier.laurent@acsone.eu

3. Who can benefit from this ? (I)  Other political party, belgians or not : managing members, membership fees, supporters, politicians, representatives, electoral proccess, and complexes states and party structures  medium to big NGO : managing members, supporters in sometimes complexes organisational structures  public administrations : implementing our state structure module

2. Ecolo loves Open Source  I am Vincent Van Osta , work as an IT @ ecolo  Ecolo is the « green » belgian political party  Ecolo promote and use OSS --> Odoo  Our new app by Acsone, 600 person-days open-sourced  github.com/acsone/mozaik - Odoo 8 - AGPL

22. Mass mailing on several models How to execute a mass function based on criteria of different source models avoiding to repeat the same operation on each model ? ... Src. Model Domain Distribution List Exclusive ? Model 1 [( "field_a", "op", x ), ("field_b", "op", y) ]  Model 2 [("field_c", "op", z), ...]  Model 3 [(...)]  Acsone public module : distribution_list

27. Execute a Distribution List (I/II): Mass mailing email coord. partner mandate email coord. email coord. [ email coordinates ids ] + partner ••• ••• Model 2 Model 1 ~ ~ ~ V8 Mass Mailing Mail template _auto = False mail statistics @

18. Detecting suspicious duplicates (I/II) F. Pinckaers ... A. Lesuisse ... DUPL. ... ... Chaussée de Namur, 40 BE-1367 Grand-Rosière ... 1911 Pennsylvania Ave. USA-20006 Washington ... ● ● DUPL. ● ● S. Smith J. Smith DUPL. ... ... ● john.sarah@forever.com DUPL. ● john.sarah@forever.com partner email coordinate address postal coordinate

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