Odoo Experience 2015
-
Odoo Experience at Buzon Pedestal International
-
Purchase and accounting in a Public Health Research Center (LIH.lu)
Hoàn tất
-
Case study construction company: Valcke
Hoàn tất
-
How to use Odoo in the textile industry
Hoàn tất
-
How to manage donations with Odoo
Hoàn tất
-
Case study - Political party: Ecolo
Hoàn tất
-
How to use Odoo in a B2B/B2C online and onsite shop
Hoàn tất
-
Membership & donation management with Odoo
Hoàn tất
-
How to use Odoo in a service company (recurring and one-shot services)
Hoàn tất
-
Qualify effectively your customers needs and shorten your sales cycle
Hoàn tất
WillowIT have just completed a challenging task of replacing a 20 year old donor and donation management system with Odoo. The customer was a major Australian not-for-profit organisation "Arthritis Victoria". One of the important features was the ability to generate very specific and targeted lists of donors for the various appeals that are run throughout the year, as well as the periodic renewal of memberships etc. The queries required were quite complex and varied. The challenge was to enable end-users to perform these with relative ease. Whilst Odoo's advanced search mechanism provided basic search functionality it did not have the flexibility to handle the complex queries across several tables which were required. WillowIT firstly created a dynamic wizard to prompt the user for the various search parameters used in what we termed a "unit query". The unit query could be constructed from a user designed Odoo advanced query or an arbitrarily complex static or scripted SQL statement written by a developer. The wizard used easily recognised field value selections where appropriate. The unit queries were then able to be linked together with various merge options such as "Combine the lists", or "Exclude from the current list the donors in the next list" etc. The result was that, with a bit of training, the end user could construct their own custom queries for the generation of arbitrarily complex donor selections. The code itself has been written in such a way that it is not specific to any particular table, although in our project it obviously used the partner table. However, it could equally be applied to leads, opportunities or products.