CRM - Partner Date of Birth
by Viindoo
| Technical name | viin_crm_dob |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/16.0/viin_crm_dob |
| Read description for | v 16.0 v 15.0 v 13.0 v 14.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Partner Date of Birth Viindoo Base |
What it does
Manage partner's date of birth information on lead/opportunity.
Key Features
- Add a field to enter date of birth for individual contacts, founding date for corporate contacts on lead/opportunity.
- Add the filter/grouping to search by Date of Birth on lead/opportunity views.
- 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.
- Search/Filter Partners by:
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_crm_dob.
- Press Install.
Instructions
Instruction video: CRM - Partner Date of Birth
Example
Company A is planning to improve potential customers care to increase sales opportunities. However, the company does not have basic customer information such as their birthday. Understanding this need, this module provides the Date of Birth field on the lead form. To add and manage customer date of birth of leads, follow the steps below.
Usage
1. Add the date of birth on leads and opportunities
- Add Date of Birth on each opportunity.
- Add Date of Birth on each lead.
2. Filter and search for customers using the date of birth
Use the filter to search for customers by using their date of birth information on the lead and opportunity form.
- Search by date of birth on the opportunities list.
- Search by date of birth on the list of leads.
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).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.