Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Allows defining roles globally (e.g., Developer, Designer, Tester) under Project → Configuration → Project Roles. Lets you assign people to roles on specific projects via the project’s Assignments smart button or through the Assignments menu. #Odoo19 #OdooTutorial #ProjectManagement #DispatchTasks #OdooFeatures #FunctionalTraining #OdooERP #ProjectRole #BusinessAutomation #odootips Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ […]
In this video, we’ll explain how Subcontracted Services work in Odoo 19 Project. Subcontracting lets you outsource specific services to external vendors while keeping full control of your sales, purchases, and project tasks inside Odoo. You’ll learn: What subcontracted services are How to configure a service product with a vendor How Odoo automatically generates a […]
Sub-task Smart Button When viewing a parent task, you’ll see a smart button showing the total number of sub-tasks (including how many are done or canceled). Clicking that button brings up the list of sub-tasks. Odoo In certain views—like the All Tasks list or Kanban—sub-tasks can be shown or hidden using an “eye” icon. Clicking […]
Ever wished your reports in Odoo could do more than just show static data? In Odoo 19, you can bring your reports to life with clickable graphs. This feature allows you to drill down directly from a chart into detailed records, making reporting more interactive and insightful. In this video, you’ll learn: ✅ What clickable […]
Navigate to the Employees app. Open the employee’s record you want to terminate. Click the gear icon (⚙) in the top-left of the form view. Select Archive, which brings up the Employee Termination wizard. Fill out the form: ✅ Departure Reason: e.g., Fired, Resigned, Retired, Became Freelance. ✅ Contract End Date. ✅ Detailed Reason (optional […]
In Odoo 19 (Recruitment), job positions themselves do feature a dedicated “Activity” log or tracker in the chatter—unlike candidate applications, which accumulate activities and communications as you process them. Here’s how things actually work: What “Activity” Means in Odoo Recruitment job positions, carry activity records: When candidates apply, interview, or are contacted, activities (like emails, […]
In Odoo 19, “Unapproved Time Off” typically refers to leave requests that employees have submitted but have not yet received approval from the designated approvers (e.g., Time Off Officer or an employee’s manager). Here’s how you can manage and locate these unapproved requests: An employee submits a 3-day leave request. If the leave type requires […]
If you’re seeing an “allocation warning” in Odoo 19, it’s probably related to the Time Off (Leaves) module—specifically, warnings shown when there’s no valid leave allocation to cover a leave request. This issue, reported for Odoo 17, is likely still relevant in 19. Let me break it down: This likely stems from internal validation: you may […]
A talent pool is essentially a database or group of potential candidates that an organization keeps in mind for current or future job openings. Think of it as a “bench” of ready-to-go people — not all of them might be actively applying for jobs, but they’ve shown interest, matched certain skill criteria, or been identified […]
If you’re working with Odoo 19 and want to add or use a birthday field in the Employee (hr.employee) model, here’s how to do it—whether by customizing manually, using Studio, computing age, or even displaying birthdays in a calendar or reminder view: go to employee module.Choose an employee. Select the personal tab and set birthday field […]
