Hello,
I am working with Contacts and CRM:
How can I create, obtain and share with my team, a list of all the activities scheduled for the next week, month...? That is, prepare a report of the scheduled activities of each user, for a certain period, visible to the entire team.
Another option, also valid, would be, as an administrator, to be able to consult and assign the scheduled future activities of each team member.
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La domanda è stata contrassegnata
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Risposte
2365
Visualizzazioni
Hello Lola Cristobo,
I hope you are doing well.
- You go to CRM -> Sales -> My Activities and remove the filters My Activities, you would be able to view activates for all team members
- You can also adding a new filter 'Next Quarter Activities'
Please find code in comment.
I hope this helps.
Thanks & Regards,
Email: odoo@aktivsoftware.com
Skype: kalpeshmaheshwari
--- XML Side Code ----
- <separator />
<filter string="Next Quarter Activities" name="next_quarter_activities" domain="[(Add your domain)]"/>
<separator/>
- You can also use default filter like Today Activities, Future Activities
It is not clear if you wish to view activities assigned to a team member or have an admin assign them.
If you wish to view activities: CRM > Sales > My activities
On this menu if you remove the "My Activities" filter on the search bar, you would be able to view activates for all team members
You can also filter by adding a customer filter on 'Next Activity deadline'
If you wish to report, you can export to xls, please be sure to include 'activity_ids', activity_summary, activity_type_id, activity_user_id, activity state, activity due date
If you wish for an admin to assign future activities to team members, you can do with importing, the post below details the steps
https://www.odoo.com/forum/help-1/v15-how-to-import-planned-activities-in-the-crm-chatter-206681
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