Activities Management-Advance

Activities Management-Advance

Do you want to show the well-organized structure of activities? Do you want to show completed, uncompleted activities easily to your employees? Do you want to show an activity dashboard to the employee? Do you want to show the scheduled activity to the manager, supervisor & employee? This module helps the manager can see everyone’s activity, the supervisor can see the assigned user and their own activity, the user can see only their own activity. You can see activities like all activities, planned activities, completed activities, or overdue activities. Manager, Supervisor & Employee have their own dashboard. Activity notification will help to send a notification before and after the activity due date. You can notify your salesperson/customer before or after the activity is done. Hurray!

•  You can manage activities using portal. HOT
•  You can filter activities by activity types in the dashboard. HOT
•  You can set and generate recurring activities. HOT
•  You can filter activity/record document model wise. NEW
•  The “Create” button is added in the “All Activities” view so you can create any model activity from that. NEW
•  You can edit multiple records in activity list view.
•  Easy to use search panel in the list & kanban view.
•  You can edit records from the activity dashboard.
•  You can set an activity reminder/notification for different activities.
•  You can display the counter in the activity dashboard.
•  You can hide/show the data table in the dashboard.
•  You can cancel activities from the activity tree view, form view and data tables.
•  You can manage activity tags as per activities.
•  You can filter cancelled activities by the “Cancel Activities” filter.
•  You can “Cancel” & “Mark as done” multiple activities.
•  You can assign activities individually to multiple users.
•  You can set pagination in the activity dashboard.
•  You can assign activities to multiple users.
•  You can make action for mass activities dynamically for any odoo model.
•  You can add feedback/comment on done activity from the dashboard and activity form view.
•  We have one more button called “Origin” to open the activity origin source document(a record).
•  Done & Schedule Next Feature From Activity Form View.
•  The manager, supervisor & employee can see all activities, planned activities, completed activities or overdue activities.
•  Everyone can filter activity by the previous year, previous month, previous week, today, yesterday, tomorrow, weekly, monthly, yearly & custom dates.
•  We have provided a separate activity menu to see list view, form view, tree view & search view.
•  Easy to notify persons for activity before the due date so that they can be aware of that activity.
•  Easy to set a schedule to notify a salesperson before and after the due date of the activity.
•  Easy to set schedule execution time in scheduled Action like Day/Week/Month/Year.
•  Automatically create an email after the set schedule for notifying to a salesperson.