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.
In odoo at many places the filter items are having repeated strings eventhough the
fiter works differently , so find all the places where this happens and give
proper string to each filter..
jat-odoo