Activity Types and Automating Them in Odoo CRM Activities are the actions you must conduct in order to finish a process. In the Odoo 17 CRM Module, the activity feature enables the scheduling of various customer activities in all sales and customer management modules. Configuring different activity types is now easy with the “Activity Types” […]
In Odoo 18, the Employee Overview provides a centralized way to manage employee-related data, including personal details, job positions, contracts, attendance, and more. It is part of the Employees module (HR Module) and integrates with other Odoo apps like Payroll, Attendance, and Leaves. Key Features of Employee Overview in Odoo 18 1. Employee Dashboard Displays […]
In Odoo 18, the Survey module is a powerful tool designed to create, manage, and analyze surveys efficiently. It allows users to collect feedback, conduct assessments, and engage with customers, employees, or students. Key Features of Odoo 18 Survey Module 1. Easy Survey Creation Drag-and-drop interface to create surveys. Supports multiple question types (MCQs, text, […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to use the most useful feature of Odoo Project : Top bar. It allows you to quickly browse all the records you need right from the Project app. Need more […]
In Odoo 18, the Shop Floor module enhances the Manufacturing app by providing a visual interface for managing Manufacturing Orders (MOs) and Work Orders (WOs). It enables manufacturing employees to track time spent on tasks and streamlines the production process. Key Features of the Shop Floor Module: Visual Management of Orders: Offers a dashboard displaying […]
Master Odoo 18 Blogging: From Setup to Customization This tutorial walks you through all the steps of creating and managing a blog in Odoo 18. We’ll cover: Creating and formatting blog posts Using tags and categories for organization Customizing blog homepages and individual posts Adding images and other media Publishing and managing your blog content […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to customize your projects on the Odoo Project app’s Kanban board. Name your projects and assign them to team members. Add tags, descriptions, and even some colors. Set deadlines and […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to configure and manage the project stages of your Kanban board in Odoo Project. Allow your team to track the progress of your company’s projects effortlessly thanks to their respective […]
Boost Employee Engagement with Rewards in Odoo 18 Referrals This video shows you how to effectively manage and utilize the Rewards feature within the Odoo 18 Referrals app. Learn how to: Create and configure rewards: Define rewards, setpoint values, and manage reward availability. Redeem rewards: Guide employees on how to redeem their earned referral points. […]
Mastering Helpdesk Workflow: Managing Stages in Odoo 18 This video demonstrates how to manage stages within the Odoo 18 Helpdesk module effectively. Learn how to: Customize stages: Create, edit, and reorder stages to match your specific workflow. Assign stages to teams: Ensure the right teams are responsible for handling tickets at each stage. Configure email […]