Revamp in Odoo 18 Document | Odoo 18 New Features | Odoo 18 Release Date | Odoo 18 Document App – CBMS Odoo ERP

Odoo 18’s Document module, or Document Management, is a powerful tool for managing and organizing various types of documents within your business. It provides a centralized platform for storing, categorizing, sharing, and tracking documents of different formats, such as PDFs, Word documents, images, and more. For streamlined operations, such as approval processes – Document Storage: […]

Odoo 15 Documents | Document Management System | How to Manage Your Documents Using Odoo 15 – CBMS Odoo ERP

Proper management of documents is very important in any organization. The lack of proper document management will diminish the business and lead to spending more than what is expected. Video Contents ———————— 00:00 Introduction to Odoo 15 Documents 00:48 Goes to module 02:37 Configuration 03:49 Workspace 04:56 Tags 05:09 Share inks 05:32 Spreadsheet template 06:01 […]

CRM Attachment in Odoo (Document Management) | Odoo App | Odoo Document Management App – CBMS Odoo ERP

Many require documents or details to be attached for the identified leads. This odoo module allows you to attach any number of documents in the CRM leads. ℹ️ App link: The attachment can be a file or any URL. The uploaded documents can be viewed and downloaded later. Document Attachments in CRM Efficiently manages CRM […]