OCA modules for Odoo
- Crm Stage Mailcrm_stage_mailCustomer Relationship Management
This module allows you to specify an email template for each stage so that when you change stages, an email is sent using that template.
12.0No information13.0No information14.0No information15.0No information16.0Confirmed17.0No information18.0Confirmed19.0No information20.0No informationOCA/crm · 2 confirmed · 7 with no informationView module sheet - Crm Stage Multi Companycrm_stage_multi_companyUncategorised
This module adds support for multi company on crm stage. The new multi company rule prevents any user without access to all stages to open the CRM application. This behaviour comes from the kanban view and especially from he read_group (_read_group_fill_results) which tries to retrieve fold information from the stages even those without any lead. So to only do this on accessible stages a search is made by the current user over the stage ids returned by the group_expand…
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This module extends the CRM functionality to support multi-team stages. Features: · Adds a many2many field team_ids on CRM stages, allowing a stage to be shared by multiple sales teams. Use cases: · A company with multiple sales teams sharing some stages but also having exclusive ones. · Cleaner kanban views per team, avoiding irrelevant stages.
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This module restore the CRM feature from Odoo \<= 12.0 with lead probability according to its stage.
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This module extends the functionality of the CRM adding a type in the stages.
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This module add multi-company management to crm tag
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Ensure multi-company check in event lead rules tag ids.
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Ensure multi-company check in sale order tag ids.
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This module adds a 'Parent Team' field on the Sales Team form. This field is also displayed in the Sales Teams list. Plus, a constraint check is performed in order to avoid loops in the hierarchy.
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Auto-assign CRM teams to partners based on ZIP code patterns using regular expressions. Features · Auto-assign CRM teams to partners based on ZIP code patterns · Support for Python regular expressions with validation constraints · Multi-company support · Geographic filtering by countries and states · Priority-based assignment when multiple teams match · Exclusion flag for partners who should not be auto-assigned · Real-time regex pattern validation prevents invalid patterns…
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This module allows to generate timesheets from leads/opportunities.
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This module adds possibility to define lost & won reasons to be applied on leads.
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This module adds the possibility to set CRM stages that are being able to see the won button (hiding it for the rest). It also restricts to change to a won stage won from an stage that doesn't have this check marked.
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This module adjust cron to run at fixed hours, local time. Without this module, when a daylight saving time change occur, the cron will not take the hour change in account. With this module, when a daylight saving time change occur, the offset (+1 or -1 hour) will be applied.
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This module allows you to disable cron Jobs during periods. It can be usefull if you want to disable your cron jobs during maintenance period, or for other reasons. Note If you have installed cron_run_manually module, it is still possible to run your job, during inactivity periods.
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This module allows this odoo instance users to connect directly on another odoo instance where the module cross_connect_server is installed.
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This module allows other odoo instances, where the cross_connect_client module is installed and configured, users to connect directly on this odoo instance.
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This module provides the basics to turn Odoo into a crowdfunding platform.
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This module allows portal users to claim challenges for themselves.
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This module does some setup so that crowdfunding can be conveniently tests on runbot: · create and configure payment providers
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Data imported from GitHub: Confirmed means branch, directory and installable manifest verified on the review date. When a version is selected only modules confirmed in it are listed; in the other cells, “no information” includes absent or non-installable modules (the sheet explains why). Active support and OCA certification are not assessed.