Getting Started with AI Fields in Odoo 19 CRM | Automate Lead Scoring & Data Analysis | CRM Insights – CBMS Odoo ERP

In today’s video, we’re exploring how Artificial Intelligence is transforming Odoo 19 CRM. With AI now built directly into your CRM, sales teams can enrich opportunities, analyze customer data more effectively, and automate tasks that used to take hours of manual work. What You’ll Learn in This Video ✨ 🤖 How to use the AI […]

Get JSON Data by Changing the URL in Odoo 18 | Odoo 18 New Features | Odoo 18 Release Date | Odoo 18 – CBMS Odoo ERP

To access a JSON view in Odoo, use the ir.ui.view model and its methods. Here are the main ways to access a JSON view: 1. By ID: Python view_id = 123 # Replace with the actual ID of your JSON view view = ir.ui.view.browse(view_id) json_data = view.arch 2. By name: Python view_name = ‘my_json_view’ view = […]

How to Import and Export Data in Odoo 17 | Data Management in Odoo – CBMS Odoo ERP

In today’s digital business environment, the ability to seamlessly import and export data is more important than ever. Whether you’re updating customer details, transferring inventory or integrating with other software, understanding how to use Odoo’s import and export features is essential. In this video, I will give you practical tips to help you use Odoo […]

How to Configure the Deduplication Rule in Odoo 17 Data Cleaning | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Keeping Your Data Clean: A Guide to Deduplication in Odoo 17 Data integrity is paramount in any business management system. Odoo 17 offers robust features to tackle a common data quality challenge – duplicate records. This guide explores deduplication in Odoo 17, explaining its benefits and how to utilize it effectively. Understanding Duplicate Records: Duplicate […]

What is Rescue Session in Odoo 17 POS ? | How Rescue Session Can Save You From Data Loss in Odoo 17 – CBMS Odoo ERP

A rescue session in Odoo is a handy feature in the Point of Sale (POS) module that helps you recover data from interrupted sessions. It comes into play in two main scenarios: Lost internet connection: If your internet connection drops while you’re working on a POS session, Odoo will save the order data in your […]

How to Render Data to the Browser in Odoo 17 | Render Data to the Browser | Odoo 17 Technical Videos – CBMS Odoo ERP

This video covers the case of how we can pass the data to the browser, which can be done with the help of controllers. Controllers serve as intermediaries between the front-end of a web application and its back-end. They interpret requests made by the browser and determine how to respond, often by retrieving data from a […]

How to Configure Field Cleaning Rules in Odoo 17 | Odoo 17 Data Cleaning Module | Odoo 17 Tutorials – CBMS Odoo ERP

Odoo 17’s Data Cleaning module offers a handy feature called “Field Cleaning Rules” to improve data consistency and quality within specific fields of your Odoo records. Here’s a breakdown of configuring these rules in under 400 words: Accessing Field Cleaning Rules: Navigate to Data Cleaning: Go to the “Data Cleaning” module within Odoo 17. Configuration […]