CRM - Customer Business Nature - Patch1
by Viindoo
| Lines of Code | 516 |
| Technical name | viin_crm_business_nature_patch1 |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_crm_business_nature_patch1 |
| Read description for | v 16.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Partner - Business Nature - Patch 1 Partner - Business Nature CRM - Customer Business Nature |
| Extensions | Website Partner Business Nature: Patch 1 CRM ↔ Sales Business Nature Sync CRM - Business Nature ISIC |
Enterprise scale, ownership and industry on the lead
Completes the lead's business profile with enterprise scale, ownership type and industry from the customer; the contact-side Sync wizard pushes a corrected profile onto the leads.
CRM - Customer Business Nature - Patch1 (technical name viin_crm_business_nature_patch1) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for sales manager, sales admin.
At a Glance
The facts of CRM - Customer Business Nature - Patch1, version 0.1, in one place. Published by Viindoo.
How It Works
Install; the fields fill from the partner.
The lead
Scale, ownership and industry.
Sync
Push the corrected profile to the leads.
Grouped
The spread.
What You Get
Industry, Enterprise Scale, Ownership Type on leads
Computed from the customer, editable
Sync wizard from contacts reaches the leads
Group by scale and ownership
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.
ISIC levels come with the ISIC bridge.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use CRM - Customer Business Nature - Patch1?
Sales manager
Pipeline by scale.
Sales admin
Re-sync after profile clean-up.
Frequently Asked Questions
What does CRM - Customer Business Nature - Patch1 do?
Completes the lead's business profile with enterprise scale, ownership type and industry from the customer; the contact-side Sync wizard pushes a corrected profile onto the leads.
What does CRM - Customer Business Nature - Patch1 not do?
Industry here is the flat field. ISIC levels come with the ISIC bridge.
Who is CRM - Customer Business Nature - Patch1 for?
Sales manager: Pipeline by scale. Sales admin: Re-sync after profile clean-up.
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: viin_crm_business_nature, viin_partner_business_nature_patch1. Odoo installs them with it.
How do I set it up?
Install; the fields fill from the partner.
What works well with it?
CRM ISIC (viin_crm_business_nature_isic): Four levels. Business Nature - Patch 1 (viin_partner_business_nature_patch1): The source fields.
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 viin_crm_business_nature_patch1; pre-sales questions go to sales@viindoo.com.
See CRM - Customer Business Nature - Patch1 in Action
Live demo: v17demo-int.viindoo.com
Need help with CRM - Customer Business Nature - Patch1?
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
0.1 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
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).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.