How to set up automatic emails for clients to evaluate service quality (project management)? The 'Client Evaluation' function in the 'Projects' module allows you to automatically request the client to evaluate the completed work (by task or project) — when the task transitions to a specified ... v18 проекти
How to set up automatic email sending when changing the pipeline stage in Odoo (CRM)? In Odoo CRM, you can set it up so that when an opportunity moves to a certain stage of the pipeline, the system automatically sends an email to the client. This is convenient for welcome messages, req... CRM v18
How to open project information on a personal portal in Odoo? The 'Share Project' feature allows you to grant access to your project to your clients or colleagues without needing to open the entire Odoo system for them. This is convenient because: Clients can vi... v18 особистий кабінет проекти
How to add a pop-up on an Odoo site? The pop-up in Odoo Website is used to attract the attention of visitors: displaying promotions or discounts, subscription offer, informing about important updates, collecting contact information. Step... v18 сайт
How to configure the date template (date format) in Odoo? In Odoo, the date display depends on the user interface language. That is, the date format (for example, DD/MM/YYYY or MM/DD/YYYY) is determined by the language settings. Step 1. Open language setting... v18 загальні налаштування