CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Odoo 19: Scan Business Cards & Create Leads Instantly! Want to create leads faster? Odoo 19 lets you scan business cards directly into your CRM! This video shows you how to quickly capture contact information and streamline your lead generation process. Stop manual data entry and boost your sales efficiency! Watch now to see this […]
Odoo 19: Unlock Contact Insights with Statistics! Want to truly understand your customer and partner relationships in Odoo 19? This video shows you how to leverage Contact Statistics for valuable business insights! Discover how Odoo automatically gathers and displays key data related to your contacts, helping you analyse sales, purchases, interactions, and more. Make data-driven […]
Odoo 18 Planning: Streamline Scheduling with Shift Templates! Tired of manually creating the same shifts over and over in Odoo 18 Planning? Discover the power of Shift Templates! In this video, we’ll guide you through how Shift Templates can revolutionise your scheduling process: Create reusable shift patterns with pre-defined start times and durations. Easily apply […]
Tired of recreating the same spreadsheets in Odoo 18 Documents? Discover the time-saving magic of Spreadsheet Templates! In this video, we’ll show you step-by-step how to: Create your custom spreadsheet templates from existing spreadsheets. Effortlessly use templates to generate new spreadsheets in seconds. Manage and edit your templates to keep them up-to-date. Stop starting from […]
In this video, we’ll cover the ‘Other Info’ tab in Odoo Sales, which helps manage key details for your quotations. The Other Info tab in Odoo provides additional settings for quotations, divided into four sections. The Sales section lets you assign a salesperson, sales team, and company (useful in multi-company environments). You also have the […]
In Odoo 18’s Project module, the Customer Ratings feature enables businesses to collect feedback on project tasks directly from customers. This functionality is crucial for assessing client satisfaction and refining project processes.CBMS Odoo Partner Enabling Customer Ratings: Navigate to Settings: Go to the Project module, then select Configuration — Settings. Activate the Feature: In the […]
Assign tickets based on their tags. #Odoo18 #OdooHelpdesk #OdooTutorial #OdooLabels #OdooTags #TicketManagement #HelpdeskAutomation #BusinessSoftware #CRM #SoftwareTutorial #EnterpriseSoftware #OdooDevelopment #Odoo18NewFeatures #Odoo18ReleaseDate #Odoo18Helpdesk #OdooHelpdeskTutorials #TicketDistribution #Odoo18Tutorials #Odoo18ERP #BusinessAutomation #Odoo18TicketManagement #Odoo18CRM #Odoo18Support #Odoo18Features #HelpdeskSoftware #TechTutorials Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Distribution #Tickets #Labels #Odoo […]
In the export screen, the default fields and their display order now match the underlying list view. Go to any module and choose a record in list view. Select action click on export. This pops up the widget, which has the default fields of the list view. #Odoo18 #OdooTutorial #OdooExports #OdooFeatures #ERP #BusinessSoftware #DataManagement #TechTutorial #SoftwareTutorial #OpenSource #DataAnalysis #Productivity […]
Reply to a specific message and/or forward it to the desired recipients. If the recipient hasn’t provided the forwarding, it will do for the followers of the record. If the recipient is mentioned, then the message will go to the recipient #Odoo18 #OdooTutorials #OdooSales #OdooNewFeatures #OdooTips #OdooMessaging #OdooReleaseDate #ERP #BusinessSoftware #ProductivityTips #SoftwareTutorial #CRM #Odoo18Chatter #Odoo18Sales #OdooSales #Odoo18Tutorials #Odoo18Features #Odoo18CRM […]
Portal users can manage their addresses from the portal. Users can create multiple address from portal using the address card . if the delivery address and billing address are same the enable the toggle button so that the delivery address will consider as the billing address. #Odoo18 #OdooTutorial #OdooPortal #AddressManagement #CRM #BusinessSoftware #ERP #OpenSource #OdooTips […]
