Partner Date of Birth
| Lines of Code | 454 |
| Technical name | to_partner_dob |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/to_partner_dob |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 v 18.0 |
| Required Apps | Discuss (mail) |
| Included Dependencies | Viindoo Base |
| Extensions | Auto Send Happy Birthday Email Employee Birthday Filters CRM - Partner Date of Birth Automatically recognize the date of birth of employees' spouses |
Birthdays and founding dates, with the parts you can group by
A date of birth on a person, a date of establishment on a company - and the day, month and year split into their own searchable fields, so "whose birthday is this month" is a filter rather than an export.
Partner Date of Birth (technical name to_partner_dob) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for hr, marketing, sales.
At a Glance
The facts of Partner Date of Birth, version 1.1.2, in one place. Published by Viindoo.
How It Works
Two screens, one field, three derived ones.
On a person
The date sits with the other personal details. Behind it, day, month and year are stored separately so they can be searched.
On a company
The same field, labelled for a company - which is the field a B2B database wanted in the first place.
In the list
Because month and day are fields, "birthdays in September" is a filter you can save.
What You Get
Birth Day on individuals, Date of Establishment on companies - the same field, labelled for who it is
Day, month and year stored separately and indexed, so a birthday filter is a plain search
Groupable, so a list can be read by month
On the contact, which means it follows to employees, customers and portal users
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Contacts
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
No birthday email, no automation - the field and its parts are what the app provides.
Birth date and establishment date are the same underlying field; a contact is a person or a company, not both.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Partner Date of Birth?
HR
Finds this month's birthdays without exporting the directory.
Marketing
Builds a birthday campaign on a filter, not on a spreadsheet.
Sales
Knows how long a customer company has existed.
Frequently Asked Questions
What does Partner Date of Birth do?
A date of birth on a person, a date of establishment on a company - and the day, month and year split into their own searchable fields, so "whose birthday is this month" is a filter rather than an export.
What does Partner Date of Birth not do?
It does not send anything. No birthday email, no automation - the field and its parts are what the app provides. One date, two labels. Birth date and establishment date are the same underlying field; a contact is a person or a company, not both.
Who is Partner Date of Birth for?
HR: Finds this month's birthdays without exporting the directory. Marketing: Builds a birthday campaign on a filter, not on a spreadsheet. Sales: Knows how long a customer company has existed.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: to_base. Odoo installs them with it.
How do I set it up?
Two screens, one field, three derived ones.
What works well with it?
Partner Gender (viin_partner_gender): The other personal field Odoo leaves out. Advanced HR Management (viin_hr): Where the employee's own contact carries it.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name to_partner_dob; pre-sales questions go to sales@viindoo.com.
See Partner Date of Birth in Action
Live demo: v17demo-int.viindoo.com/web#action=base.action_partner_form
Need help with Partner Date of Birth?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
1.1.2 - Latest on the 17.0 line
- Day, month and year are stored and indexed alongside the date, so month filters do not scan.
- Companies read the same field as Date of Establishment.
Installation
- Navigate to Apps.
- Find with keyword to_partner_dob.
- Press Install.
Instruction
Instruction video: Partner Date of Birth
After installing the module, navigate to Contacts > Access any partner's profile. The Birth Day field will appear.
Note: If the partner is a company, this field will change to Date of Establishment.
In addition, we can filter, search by Birth Day, Day of the month or partner group by Day of Birth.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
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