Partner Date of Birth
| Lines of Code | 66 |
| Technical name | to_partner_dob |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/to_partner_dob |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 16.0 v 17.0 |
| Required Apps | Discuss (mail) |
| Included Dependencies | Viindoo Base |
| Extensions | Auto Send Happy Birthday Email Employee Relatives Employee Birthday Filters CRM - Partner Date of Birth Automatically recognize the date of birth of employees' spouses |
Demo video: Partner Date of Birth
What it does
Manage your partners' birthday.
Key Features
1. Manage Partner 's Birthday
Search/Filter Partners by:
- Date of Birth;
- Day of Birth;
- Month of Birth;
- Year of Birth.
Group Partners by:
- Day of Birth;
- Month of Birth;
- Year of Birth.
2. Added a field to enter date of birth for individual contacts, founding date for corporate contacts.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Find with keyword to_partner_dob.
- Press Install.
Instruction
Instruction video: Partner Date of Birth
After installing the module, navigate to Contacts > Access any partner's profile. The Birth Day field will appear.
Note: If the partner is a company, this field will change to Date of Establishment.
In addition, we can filter, search by Birth Day, Day of the month or partner group by Day of Birth.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
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