Partner Key Dates

Technical Name:
partner_key_date
License:
Author:
Savoir-faire Linux
https://kastor.lab.numigi.net/web/image/product.template/1104/image_1920?unique=41d6d37
  • Odoo Version

Conditions générales
Garantie satisfait ou remboursé de 30 jours
Expédition : 2-3 jours ouvrables

Partner Key Dates

This module adds key dates on partners.

A key date is an important event in the timeline of a contact.

Configuration

Multiple date types can be configured under the menu Contacts / Configuration / Key Date Types.

static/description/odoo_partner_key_dates_00.png

These types will be available in the key date section on the partner.

On the Key Date Type, it is possible to set an email template that will be sent on the date anniversary.

static/description/odoo_partner_key_dates_key_date_mail_template.png

A "Send Partner Anniversary Email" is available by default with the module.

static/description/odoo_partner_key_dates_email_template.png

Usage

Key dates can be accessed from Contacts / Dates.

static/description/odoo_partner_key_dates_01.png

The colomn "Age" is automatically computed from the key Date. The computation is done when saving the form view.

static/description/odoo+partner_key_dates_age.png

...or with a daily cron.

static/description/odoo_partner_key_dates_compute_cron.png

The column "Diffusion" allows to check dates for which an email must be sent at the anniversary of a key date.

static/description/odoo_partner_key_dates_edit.png

Anniversary Emails

The modules adds a cron to send an email on the anniversary of a key date.

static/description/odoo_partner_key_dates_send_email_cron.png

At anniversary, if the Diffusion option is activated on the date, an email is sent.

static/description/odoo_partner_key_dates_email_sent.png

Diffusion Delta

Since version 1.2.0 of the module, it is possible to send emails before the date of anniversary.

This is customizable per type of date.

static/description/key_date_type_diffusion_delta.png

In the above example, Inauguration Anniversary emails will sent four days ahead of time.

Contributors