CBMS ODOO ERP IMPLEMENTATION & TRAINING
Best Digital Solutions, FULL ERP & CRM, Consulting and Training Agency
CBMS ODOO ERP IMPLEMENTATION & TRAINING
Best Digital Solutions, FULL ERP & CRM, Consulting and Training Agency
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 today’s video, we’re exploring how to configure and use the Activity Plan feature in Odoo 18. Activity Plans allow you to automate and schedule a predefined sequence of tasks—like sending emails, assigning to-dos, or planning meetings—across modules like CRM, Sales, and Projects. It’s a powerful way to standardize workflows, save time, and ensure your […]
Master your project tasks with Odoo’s Activity Plan! Organize, assign, and track everything in one place. #Odoo18 #ProjectManagement #ActivityPlan #OdooTutorial #OdooFeatures #OdooFunctional #NewRelease #ProjectPlanning #BusinessSoftware #ERP #Odoo18ProjectTutorials #OdooProjectTutorial #Odoo18Features #ActivityPlanOdoo #Odoo18Project #OdooFunctionalTutorial #OdooERP #OdooRelease2025 #OdooTutorials #cybrosys Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: […]
In this video, we are taking a look at the screen where you set up the activity type we handle in the system. You can give each of these ‘activity types’ a name, and then you can tweak their default settings. This includes things like the main action that’s involved, who’s typically in charge, what the […]
A sales team is a group of individuals within an organization who are responsible for selling the company’s products or services to customers. Activity Types” refer to different types of activities or tasks that can be associated with various records, such as leads, opportunities, or projects. Activity type helps to bridge good communication between the […]
One of the vital aspects of office administration is Notes, and it is a transfer of information. Individuals forget many things in the busy world, and Notes act as a reminder to catch details easily. #odoo15notes Video Contents ———————— 00:00 Introduction 00:54 How to Create Notes 02:35 Add Button 04:27 Schedule Activity A practical Note […]
In Odoo, we can schedule activities or planning of tasks based on a model.In some cases, we need to plan activities based on each record or data.Here ,in this video it describes how to schedule an activity within each form view in Odoo. How to schedule activity How to schedule activity in Odoo 14 Schedule […]
This video explains ‘How to Create Activity Types in Odoo14 Community’. When you plan activities you minimize the risk of uncertainties, as you provide clear directions for the course of your next action. In addition to that, you do not leave space for wasteful activities and reduce the chance of having overlapping actions between team […]
Auto Activity Scheduling for Payment Follow-up is the latest feature added in the Accounting module Odoo14.In Accounting we used to create follow-up levels and maintain customer follow-up reports that help a business to identify the due and delayed payments and to send appropriate reminders to the customers on due. Auto activity scheduling is used to […]
Odoo 13 features – Upload document new activity type, this video describes the new activity type Upload document available in Odoo13 #odoo13 #uploaddocument #odooactivity More videos Subscribe to our YouTube channel. Visit our company website: Connect with us: Facebook: twitter: LinkedIn: Pinterest: Instagram: #Upload #Document #Activity #Type #Odoo