odoo-addon-crm-lead-dms-category 16.0.1.0.0

Category to mark the required documents on crm.lead

Allows the configuration of the stages of a ticket. Customization of colors by stages and automatic stage changes when receiving or sending a message. The tickets will have customized colors according to the stage in the tree view.

In the ticket view, the possibility of sending an email from the ticket and a new tab where the email communications and notes associated with the ticket are recorded have been added. With the ability to create new notes, reply to a note, reply to an email without the emails in CC or with those.

Customization of colors depending on the type of communication:

-Black: Incoming message

-Green: Internal note

-Red: Outgoing message

Email sending goes through a new custom view for the helpdesk.ticket model.

Table of contents

• Configuration

• Usage

• Known issues / Roadmap

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

No configuration needed for this module.

Usage

En el modelo helpdesk.ticket.stage (menu: Helpdesk-Configuration-Stages) tienes la configuración.

En el model helpdesk.ticket (menu: Helpdesk-tickets) tienes la personalización de la vista.

Known issues / Roadmap

There are no issues for the moment.

Bug Tracker

Bugs are tracked on GitLab 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 welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• SomIT SCCL

• Som Connexio SCCL

Contributors

• SomIT SCCL:

  • Álvaro García <[e-mail]>

  • José Robles <[e-mail]>

  • Juan Manuel Regalado <[e-mail]>

• Som Connexio SCCL:

  • Gerard Funosas <[e-mail]>

Maintainers

This 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.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.