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Currently partners have a boolean field to choose whether to receive notifications only in their Odoo inbox or to receive them in their inbox and by email. This leads to several issues : * if a customer is configured to not receive emails he will not receive any notification on sales orders, leads, ... This is not clearly indicated to the salesman and it is not easy to know how to change that behavior * if an user chooses to receive emails and does not use its inbox a lot of notifications stay in Odoo. The user has to manually set them as done to make them disappear which is redundant. This commit changes that behavior. From now on customers will always receive all notifications by email. Indeed Odoo is not a customer oriented mailbox. Moreover sales orders or discussions on leads send to customers should always be sent by email as it is the standard communication mechanism. Users will be able to choose to receive notifications in Odoo or by email. The choice is no longer inbox or inbox + email, but inbox or email. Choosing one option or the other one depends on the way the user wants to work. Technically the field is moved on the users model and selection keys are renamed. Notification process is modified * notified_partner_ids contains as before specified recipients as well as followers matching the subtype * customers and users working with emails are notified. During that process customers notifications are marked as done to be able to track the email state without having needaction. Users notifications are currently deleted as we do not track their email state. The removal of partner field implies changes in various addons that define partner data with this field set in the values.
Odoo CRM
Boost sales productivity, improve win rates, grow revenue with the Odoo Open Source CRM.
Manage your sales funnel with no effort. Attract leads, follow-up on phone calls and meetings. Analyse the quality of your leads to make informed decisions and save time by integrating emails directly into the application.
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Track your opportunities pipeline with the revolutionary kanban view. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues.
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Create leads automatically from incoming emails. Analyse leads efficiency and compare performance by campaigns, channels or sales channel.
Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.
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Follow opportunities that interest you to get notified upon specific events: deal won or lost, stage changed, new customer demand, etc.
Email Integration and Automation
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Route, sort and filter incoming emails automatically. Odoo CRM handles incoming emails and route them to the right opportunities or sales channel. New leads are created on the fly and interested salespersons are notified automatically.
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Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship.
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Leverage your team's natural desire for competition
Reinforce good habits and improve win rates with real-time recognition and rewards inspired by game mechanics. Align sales channels around clear business objectives with challenges, personal objectives and team leader boards.
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Personal Objectives
Assign clear goals to users to align them with the company objectives.
Team Targets
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