Hi All,
In ODOO CRM, is there any way to delete and activity that one has scheduled and saved accidentally into the wrong pipeline?
Regards
ET
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Kế toán
- Tồn kho
- PoS
- Project
- MRP
Câu hỏi này đã bị gắn cờ
2
Trả lời
5905
Lượt xem
When you schedule an Activity, a record is created in Settings --> Technical --> Discuss --> Activities.
- access Activities NOT YET COMPLETED from here.
When the activity is marked DONE, the Activity record is deleted and a new Message record is created in Settings --> Technical --> Discuss --> Messages.
- access Activities COMPLETED from here.
Note: both Menus need you to have activated Developer Mode.
Could it be done using Automated Actions ? Deleting Activities based on record condition, ex: (Approved or Done)
Hi
You can easily do it from the Settings 》techincal 》 activity. here find your activity and edit anything you want.
Bạn có hứng thú với cuộc thảo luận không? Đừng chỉ đọc, hãy tham gia nhé!
Tạo tài khoản ngay hôm nay để tận hưởng các tính năng độc đáo và tham gia cộng đồng tuyệt vời của chúng tôi!
Đăng ký
I need to add that the activity was also marked as done!