odoo-addon-survey-contact-generation 17.0.1.0.1.2

Generate new contacts from surveys

Survey contacts generation

This module allows to generate new contacts from surveys answers.

Table of contents

• Configuration

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

To configure the contact generation:

1. Go to the configured survey.

2. In the Contact section of the Options tab, set Generate Contact on, if you want contacts to be generated from the answers to this survey.

3. If you want the generated to have a parent company, set the option Create Parent Contact and link the company_name field to a question in the survey.

4. In each question associated with a future new contact, specify the corresponding contact field. To do this, go to the ‘Options’ tab, then navigate to the ‘Contact’ group, and select the ‘Contact field’ field.

Usage

if the survey is properly configured, once it is submited by an anonomous user, a new contact is create or an existing one is linked.

Bug Tracker

Bugs are tracked on GitHub 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 welcomed feedback.

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

Credits

Authors

• Tecnativa

Contributors

• Tecnativa

  • David Vidal

  • Ernesto Tejeda

  • Stefan Ungureanu

  • Pilar Vargas

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.

Current maintainer:

This module is part of the OCA/survey project on GitHub.

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