[IMP] rating: website rating page: reviewed design, rate on click, update on submit
[IMP] rating_project: rating_status: 'no' instead of False
[IMP] rating_project/issue: smileys insteaf of thumbs for consistency in kanban
[IMP] rating: allow to update an existing rating (feedback + rate)
[IMP] rating: consistency on rating names (statisfied, not satisfied, higly dissatisfed)
[IMP] rating: avoid deadend after rating, button to go to Odoo
[IMP] rating: res_config better sentence
Purpose:
For our internal project management, we would like to track the customer
satisfaction on the open projects. We send them an email every one or 2
weeks allowing them to give a feedback by clicking on one of 3
smileys: Happy, Average, Angry. They can also put a additional explanation.
We already have something similar which is working on livechat with a
unusable reporting, and on issues but unusable. Our project are managed by tasks.
Specification:
- On the project : Selection fields : (Periodical Rating or Rating on Stage)
+ Fields to choose the period if periodical
- On the stage : email_template_id field.
- IF :
---> Periodical : Send an email to all the customers for the tasks on this stage periodically
---> On Stage : Send an email to the customer's tasks when the task reaches the stage
- That way, it's impossible to send a satisfaction request both periodically and sequentially.
FP request
- Who is the customer : The customer on the task OR the customer on the related sales order
OR the customer on the projet OR nobody
- The last feedback is displayed on the task kanban card (Thumb up, down, or neutral)
- On the project kanban card, the customer satisfaction is displayed. This is the simple
mean of all the previous ratings.
To be displayed correctly on odoo app (In a given category and not only in all or hidden)
the module category in the __openerp__.py file should be one of these:
"Accounting",
"Discuss",
"Document Management",
"eCommerce",
"Human Resources",
"Industries",
"Localization",
"Manufacturing",
"Marketing",
"Point of Sale",
"Productivity",
"Project",
"Purchases",
"Sales",
"Warehouse",
"Website",
"Extra Tools",
'Accounting & Finance' will not work, as 'Project Management', ...
Christophe Simonis