Viindoo Brain - CRM Seed
by Viindoo
| Lines of Code | 494 |
| Technical name | viin_brain_crm |
| License | OPL-1 |
| Read description for | |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Viindoo Web Editor Viindoo Brain |
| Extensions | Viindoo Brain - Knowledge Suite |
Brain pages on leads and opportunities: a knowledge vault for CRM and note buttons on every record
Installs the "CRM Knowledge" vault with a starter playbook and guide, registers leads and opportunities as linkable documents and adds two buttons to their form: "Brain Pages" (how many pages mention this record, opens them) and "Brain Note" (creates a page in the vault already linked to the record and opens it in the Brain app).
Viindoo Brain - CRM Seed (technical name viin_brain_crm) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for crm user, editor.
At a Glance
The facts of Viindoo Brain - CRM Seed, version 1.0.0, in one place. Published by Viindoo.
How It Works
Install; the vault appears in Brain. On any record press "Brain Note".
The record
Brain Pages and Brain Note buttons in the button box.
Mentions
Opened from the counter, or from the Pages list.
The note
Entry kind "success", linked back to the record.
What You Get
CRM Knowledge vault seeded
Brain Pages counter on the form
Brain Note button (editors)
Pages can link to leads and opportunities
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
The note starts empty with the link; you write it.
Edit or delete them.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Viindoo Brain - CRM Seed?
CRM user
Open the Thủ Đức warehouse opportunity and see the pages that mention it.
Editor
Take a note from the record; it lands in the vault, linked.
Frequently Asked Questions
What does Viindoo Brain - CRM Seed do?
Installs the "CRM Knowledge" vault with a starter playbook and guide, registers leads and opportunities as linkable documents and adds two buttons to their form: "Brain Pages" (how many pages mention this record, opens them) and "Brain Note" (creates a page in the vault already linked to the record and opens it in the Brain app).
What does Viindoo Brain - CRM Seed not do?
No content is generated from the record. The note starts empty with the link; you write it. The seed pages are starting points. Edit or delete them.
Who is Viindoo Brain - CRM Seed for?
CRM user: Open the Thủ Đức warehouse opportunity and see the pages that mention it. Editor: Take a note from the record; it lands in the vault, linked.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_brain, crm. Odoo installs them with it.
How do I set it up?
Install; the vault appears in Brain. On any record press "Brain Note".
What works well with it?
Viindoo Brain (viin_brain): Required. CRM (crm): Required.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_brain_crm; pre-sales questions go to sales@viindoo.com.
See Viindoo Brain - CRM Seed in Action
Live demo: v17demo-int.viindoo.com
Need help with Viindoo Brain - CRM Seed?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
1.0.0 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
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.