Saravanan666/pypi-org huggingface dataset:
Package: odoo13-addon-crm-event
This module extends the functionality of CRM opportunities (and leads, if
enabled) to support linking them to event categories and to allow you to keep
track of leads interested in an upcoming event of some category.This is useful if you organize your events based on the amount of people
interested in a certain category of event.Table of contentsConfigurationUsageBug TrackerCreditsAuthorsContributorsMaintainersConfigurationTo make use of this module, a user needs these minimal permissions:Sales / User: Own Documents OnlyEvents / UserUsageTo link a lead or opportunity to an event category:Go toCRM > Pipelineand pick one lead.Go to the lead form.Use the new fieldEvent category.To know if there are events planned of a certain category:Go toEvents > Configuration > Event Categoriesand pick one.Use the newEventssmart button.It only counts those that are upcoming or running.The number between parenthesis is the available seats sum of all those events.To know if there is people interested in a certain category of event:Go toEvents > Configuration > Event Categoriesand pick one.Use the newOpportunitiessmart button.It only counts opportunities that aren’t won or lost.The number between parenthesis is the wanted seats sum of all those events.Bug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsTecnativaContributorsJairo Llopis <jairo.llopis@tecnativa.com> (https://www.tecnativa.com/)MaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.Currentmaintainer:This module is part of theOCA/eventproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.
Package: odoo13-addon-crm-industry
This module adds industries for leads and opportunities.Table of contentsBug TrackerCreditsAuthorsContributorsMaintainersBug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsTecnativaContributorsRafael Blasco <rafael.blasco@tecnativa.com>Antonio Espinosa <antonio.espinosa@tecnativa.com>Javier Iniesta <javieria@antiun.com>Luis M. Ontalba <luis.martinez@tecnativa.com>Miquel Raïch <miquel.raich@forgeflow.com>Alexandre Díaz <alexandre.diaz@tecnativa.com>MaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.This module is part of theOCA/crmproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.
Package: odoo13-addon-crm-lead-code
This module adds a sequential code for leads / opportunities.Table of contentsBug TrackerCreditsAuthorsContributorsMaintainersBug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsTecnativaAvanzOSCContributorsOihane Crucelaegui <oihanecrucelaegi@avanzosc.es>Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>Ana Juaristi <anajuarist@avanzosc.es>Nicol??s Ramos <contacto@difusionvisual.com>Mathias Markl <mathias.markl@mukit.at>Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>MaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.This module is part of theOCA/crmproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.
Package: odoo13-addon-crm-lead-firstname
This module extends the functionality of CRM leads to support split first and
last name fields for contacts and allow you to port that information to and
from partners.
Since leads are expected to create partners only when needed and after
information is correctly set up, in leads there is no inverse logic to
transform the old single name in the new split names automatically. The old
single name will simply be the firstname now.Table of contentsInstallationUsageBug TrackerCreditsAuthorsContributorsMaintainersInstallationTo install this module, you need to:InstallOCA/partner-contactrepo.UsageTo use this module, you need to:Go toCRM > Leads > Leads > Create.You have the new split fieldsFirstnameandLastname. Fill them.PressConvert to Opportunity.InRelated CustomerchooseCreate a new customer.PressCreate Opportunity.In the new opportunity, go toFollowuptab. There are the new fields too.If you go to the partner you just created, you will see that its first and
last names match those in the lead.Bug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsTecnativaContributorsRafael BlascoJairo LlopisRaf Ven <raf.ven@dynapps.be>Nikos Tsirintanis <ntsirintanis@therp.nl>MaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.This module is part of theOCA/crmproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.
Package: odoo13-addon-crm-lead-product
This module allows the user to link multiple products, product categories or product templates to a lead or an opportunity
in order to be able to do a product demand forecasting taking into account the leads and opportunities defined in odoo.
Included in the product line there are two computed fields, the planned revenue and expected revenue. On one hand, the
planned revenue is computed as the selling price times the quantity. On the other hand, the expected revenue takes into account
the probability of the opportunity and is computed as the planned revenue times the probability.The module also includes a reporting section where the user can easily see in a pivot and graph view the relationship
between products, stage of the lead/opportunity and the planned or expected revenue for that product.Table of contentsConfigurationUsageBug TrackerCreditsAuthorsContributorsMaintainersConfigurationTo configure this module to be available for the Leads the user needs to activate the Leads option in CRM settingsUsageGo to menuCRM > Leadand create or edit a Lead adding all the products associated to it.Go to menuCRM > My Pipelineand create or edit an Opportunity adding all the products associated to it.Go to menuCRM > Reporting > Pipeline by Productto run the report that relates product to planned and expected revenue per stageBug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsForgeFlowContributorsAdria Gil Sorribes <adria.gil@forgeflow.com>MaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.This module is part of theOCA/crmproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.
Package: odoo13-addon-crm-lead-vat
This module was written to extend the functionality of CRM leads to support
setting the VAT identification number (https://en.wikipedia.org/wiki/VAT_identification_number).Table of contentsUsageBug TrackerCreditsAuthorsContributorsMaintainersUsageTo use this module, you need to:Go toCRM > Leads.Open a lead.You will see the new field.Bug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsAntiun Ingeniería S.L.ContributorsRafael Blasco <rafaelbn@antiun.com>Jairo Llopis <yajo.sk8@gmail.com>Tharathip Chaweewongphan <tharathipc@ecosoft.co.th>MaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.This module is part of theOCA/crmproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.
Package: odoo13-addon-crm-location
This module introduces a better zip.It enables zip, city, state and country auto-completion on lead.Table of contentsInstallationBug TrackerCreditsAuthorsContributorsMaintainersInstallationTo install this module, you need:crmbase_location located in OCA/partner-contact repoBug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsTecnativaContributorsEndika Iglesias <endikaig@antiun.com>Rafael Blasco <rafael.blasco@tecnativa.com>Luis M. Ontalba <luis.martinez@tecnativa.com>Alexandre Díaz <alexandre.diaz@tecnativa.com>Tharathip Chaweewongphan <tharathipc@ecosoft.co.th>MaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.This module is part of theOCA/crmproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.
Package: odoo13-addon-crm-meeting-commercial-partner
This module allows to display the meetings of a company as the sum of all
the meetings held with the company’s contacts.Table of contentsUsageBug TrackerCreditsAuthorsContributorsMaintainersUsageGo to the partner views. You will see, in the Kanban and Form views, that
the number of meetings shown for a company includes the meetings held with
the company’s contacts.Bug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsEficentContributorsJordi Ballester Alomar <jordi.ballester@eficent.com>Lois Rilo <lois.rilo@eficent.com>MaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.This module is part of theOCA/crmproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.
Package: odoo13-addon-crm-operating-unit
This module introduces the following features:Adds the Operating Unit (OU) to the Lead.The user’s default Operating Unit (OU) is proposed at the time of creating the Lead / Opportunity.Security rules are defined to ensure that users can only see the Opportunity / Lead of that Operating Units in which they are allowed access to.Table of contentsBug TrackerCreditsAuthorsContributorsMaintainersBug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsForgeFlowSerpent Consulting Services Pvt. Ltd.ContributorsForgeFlow S.L. <contact@forgeflow.com>Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>Jarsa Sistemas, S.A. de C.V. <info@jarsa.com.mx>MaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.This module is part of theOCA/operating-unitproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.
Package: odoo13-addon-crm-phonecall
This module allows to manage phone calls in order to analyze them.Table of contentsUsageKnown issues / RoadmapBug TrackerCreditsAuthorsContributorsMaintainersUsageTo use this module, you need to:Go toCRM > Phone Calls > Logged Calls > Create.If your user hasShow Scheduled Calls Menupermission, you will see
scheduled calls menu too.In any moment you can schedule another call, schedule a meeting or convert
call contact to opportunity.Calls can be categorized and you can manage categories inCRM >
Configuration > Pipeline > Phone Calls > Categories.Calls can be analyzed inCRM > Reporting > Phone Calls Analysis.Known issues / RoadmapSimplify the function schedule_another_phonecall returning always a recordsetBug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsOdoo S.A.TecnativaContributorsOdoo S.A.TecnativaVicent CubellsJairo LlopisDavid VidalAlexandre DíazAnand Kansagra <kansagraanand@hotmail.com>DruidooIván Todorovich <ivan.todorovich@druidoo.io>Manuel Marquez <manuel.marquez@druidoo.io>MaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.This module is part of theOCA/crmproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.
Package: odoo13-addon-crm-phonecall-summary-predefined
This module extends the functionality of CRM phone calls to support setting a
limited list of possible phone call summaries, that only the sales manager can
edit.Table of contentsConfigurationUsageBug TrackerCreditsAuthorsContributorsMaintainersConfigurationTo configure the possible summary options:Activate the developer modeGo toCRM > Configuration > Leads & Opportunities > Phone Calls > Summaries.Add or modify types there.UsageGo toCRM > Configuration > Pipelines > Phone Calls > Summaries.There you can use the newSummaryfieldBug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsTecnativaContributorsTecnativa:Rafael BlascoJairo LlopisVicent CubellsCristina MartínAnand Kansagra <kansagraanand@hotmail.com>MaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.This module is part of theOCA/crmproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.
Package: odoo13-addon-crm-project
This module allows to convert leads/opportunities to tasks.DISCLAIMER:This module is a forward-port of a module from Odoo S.A. and as
such, it is not included in the OCA CLA. That means we do not have a copy of the
copyright on it like all other OCA modules.Table of contentsConfigurationUsageBug TrackerCreditsAuthorsContributorsMaintainersConfigurationYou need to have at least “Project User” and “Salesman” permissions to be
able to convert leads to tasks.UsageGo toCRM > Sales > My pipeline.Open one of the existing leads or create one.Click on the button “Convert to Task”.A popup will appear asking you for a possible project for the task.Click on “Create Task” button.You will be redirected to the recently created task, that contains all the
information from the lead, including attachments and messages.Bug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsOdoo S.A.TecnativaContributorsTecnativa:Pedro M. BaezaMaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.This module is part of theOCA/crmproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.
Package: odoo13-addon-crm-sale-secondary-salesperson
This module extends the secondary salesperson from an opportunity to a sale order.Table of contentsBug TrackerCreditsAuthorsContributorsMaintainersBug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsTecnativaContributorsTecnativa:Víctor MartínezMaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.Currentmaintainer:This module is part of theOCA/crmproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.
Package: odoo13-addon-crm-salesperson-planner
This application allows you to track and schedule salespeople visits to your customers, allowing you to determine which opportunities are going to be dealt on each visit. Visits create an all day event in calendar, and they can be easily rescheduled.
Visits can be automatically created from a template, in which it is possible to select the frequency of visits, as well as the start and end dates. The last visit can also be calculated by selecting the total number of repetitions.
This module creates a cron that generates visits from templates, but an option to create them manually is available from the template form view when the template is validated.Table of contentsConfigurationUsageBug TrackerCreditsAuthorsContributorsMaintainersConfigurationTo configure this module, you need to:Go to new menuCRM > Configuration > Salesperson Planner > Close Reasonsand create a close reason for ‘Cancel’ and ‘Incident’ types.UsageGo to new menuCRM > Salesperson Planner > My Visits or All Visitsand create a new visit.
or
Go toCRM > Salesperson Planner > Visit Templatesand create a new recurring template for create periodical visits. In this case, it is necessary to select a start date. The date of the last repetition can be calculated by selection the total number of repetitions or an end date.
There are two options available to reschedule visits that is already validated:
* Change the date from the visit.
* Change the date straight from the event automatically created in the calendar.Bug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsSygel TechnologyContributorsSygel:Valentin VinagreManuel RegidorMaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.This module is part of theOCA/crmproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.
Package: odoo13-addon-crm-secondary-salesperson
This module extends CRM to allow the definition of a secondary salespersonTable of contentsConfigurationUsageBug TrackerCreditsAuthorsContributorsMaintainersConfigurationThere is no need to do anything to configure this moduleUsageGo to CRMCreate or select a opportunitySelect Secondary SalespersonBug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsEscodooContributorsMarcel Savegnago <marcel.savegnago@escodoo.com.br>Eduardo Aparício <eduardo.aparicio@escodoo.com.br>Tecnativa:Víctor MartínezMaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.Currentmaintainer:This module is part of theOCA/crmproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.
Package: odoo13-addon-crm-security-group
This module adds new security options to CRM by creating 3 groups (Own Documents Only, All Documents and Administrator) to separate Sales and CRM apps permissionsTable of contentsKnown issues / RoadmapBug TrackerCreditsAuthorsContributorsMaintainersKnown issues / RoadmapRemove sale_crm dependency (now is not possible), maybe split these part in other addonBug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsTecnativaContributorsTecnativa:Víctor MartínezMaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.Currentmaintainer:This module is part of theOCA/crmproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.