Holding frequent meetings and conferences is crucial to improving ties with customers as well as employees. You can conduct conferences and appointments in a methodical manner for different business operations with the help of an effective system for managing and planning your schedule.
Video Chapters
00:00 Introduction
00:38 Calendar View
02:22 Scheduled Meeting/event
06:08 Add Multiple Events
06:47 List View and Adding Events in List View.
09:26 Appointments
15:03 Reporting
16:36 Configuration
You can manage all of your internal and external meeting and appointment schedules with the help of Odoo 16’s Calendar module. This module allows you to arrange your business programme activities in easy steps.
The meetings that are scheduled in Odoo for many different tasks are shown within the Calendar module’s home dashboard. The Calendar module is going to show schedules for each day, week, month, and year. You are able to select a date from the calendar to view the specifics of meetings that are scheduled for that day. #odoo17 #calendarapp
You will see the list of those present introduced to a scheduled meeting on the right side of the window. The + Add Attendees option can also be used to add people to a programme. You can click on an identifiable meeting that is listed in the calendar to view more information about it. #odoofunctionalvideos
A pop-up window will show up with the details of the selected program. The planned date, participants, description, privacy status, and tags are among the details. To change the meeting’s specifics, click the Edit button.
A new meeting or activity can be scheduled by choosing a date from the calendar. A pop-up window describing the meeting’s or activity’s topic is going to pop up. #odootutorials
This window allows you to add attendees to the meeting. You can notify the meeting attendees with the help of the Email and SMS options. You can set the meeting’s start and end dates under the Meeting Details tab. In case the meeting is short, you can turn off the All Day option. You will then see an extra field where you may choose the meeting’s duration. Fill in the relevant fields for the organiser, reminders, location, meeting URL, and tags. Additional information about the meeting can be included in the Description field.
If you would like to repeat the meeting’s proceedings at scheduled times, you are able to click on the recurrent ones field under the Options tab.
The information about those invited to the meeting can be found under the Invitation tab. Each attendee’s name, email address, and phone number are listed on this tab.
The invitation’s status will indicate whether the recipient accepted, declined, or needs to take further action. The one that follows displays the option to Accept and Decline options. Once all fields have been filled out, click the Save button to set the new meeting’s date and time. To set up a new meeting, you are able to use the Add button on the home dashboard.
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