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.
21 lines
808 B
XML
21 lines
808 B
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<record id="mt_issue_rating" model="mail.message.subtype">
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<field name="name">Issue Rating</field>
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<field name="res_model">project.issue</field>
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<field name="default" eval="True"/>
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<field name="description">Ratings</field>
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</record>
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<record id="mt_project_issue_rating" model="mail.message.subtype">
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<field name="name">Issue Rating</field>
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<field name="sequence">24</field>
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<field name="res_model">project.project</field>
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<field name="default" eval="True"/>
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<field name="parent_id" eval="ref('mt_issue_rating')"/>
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<field name="relation_field">project_id</field>
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</record>
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</data>
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</openerp>
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