Common Calendar
Merge various Odoo document types into a single, streamlined view: opportunities, activities, sales and purchase orders, shipments and deliveries, tasks, tickets, and time offs.
| Technical Name: md_common_calendar |
| License: OPL-1 |
Common Calendar,
Events Organized Effortlessly
The Common Calendar streamlines document management by integrating various documents into a single calendar view. The intuitive interface features filters for document types and categories to enhance user control. This promotes a seamless and efficient document management experience.
Key Features
Unified Calendar for All Odoo Documents
Unified Calendar for All Odoo DocumentsMerge various Odoo document types into a single, streamlined view: opportunities, activities, sales and purchase orders, shipments and deliveries, tasks, tickets, and time offs.
Flexible Merging Rules
Customize calendar event rules to fit your needs. Define criteria for start and stop dates, target attendees, and much more.
Multi-Company Integration
Efficiently handle events from multiple companies within a single, unified calendar. Our app is designed to fully support the Multi-Company feature, allowing you to manage and synchronize activities across different entities effortlessly.
Seamless Navigation
Ideal for team collaboration, the common calendar allows users to switch effortlessly between document types, participants, linked contacts, and companies with just one click.
Advanced Filtering
The documents in the calendar can be filtered by Rules, Customer or Partner, and by Multi-Companies.
Instant Access to Source Details
Link calendar events directly to their source documents. Maintain data consistency on saving the Calendar Rule.
Documentation
Common Calendar Month View
A comprehensive overview of all your documents and events in a single, unified month view.
Common Calendar Week View
A comprehensive overview of all your documents and events in a single, unified week view.
Common Calendar Day View
A comprehensive overview of all your documents and events in a single, unified day view.
Flexible rules to merge Odoo documents
To add a new document type to a common calendar interface, you need to establish a calendar rule. This rule specifies which Odoo objects should generate events, which fields from those objects should be displayed, and if any filtering criteria should be applied.
Field |
Description |
|---|---|
Model |
Which objects to scan: opportunities, tasks, orders, meetings, activities, and so on. You can choose your custom document type. |
Name |
What to use as a calendar event name (also used as calendar event title). Usually, it is 'name', 'subject' or 'reference'. |
Start date |
When an event starts. For example, 'expecting closing' for opportunities or 'order date' for quotations. It may be any date or date with time field of a source Odoo object. |
Attendees |
Who are participants (responsible persons, event owners). Usually, it is a field 'assigned to', 'a sales person' or 'attendees'. You may use even document 'followers' since it's possible to apply both users and partners. |
Stop date |
When an event is shown as finished on a calendar. |
Description |
Are there any notes important for calendar events? Usually, the fields like 'internal notes' or 'comments' are used. |
Contact Link |
Is this event linked to a specific partner? Usually, the fields like 'customer' or 'vendor' are used. |
Company field |
Optionally define the parent document field where its company is kept. In this way, calendar events would get the source company that might be used for filtering or just for information. |
Unified Calendar for Any Business Area
Use the common calendar for any functional area: CRM, project management, sales, inventory management, and more. Find a few examples of rules below.
Purchase Orders on Common Calendar
Purchase Order will look like this, by configuring its rules.
Tasks on Common Calendar
Project Tasks will look like this, by configuring its rules.
Opportunities on Common Calendar
Opportunities/Lead will look like this, by configuring its rules.
Employees' Time Offs and Leaves
Time Offs will look like this, by configuring its rules.
Sale Orders on Common Calendar
Sale Order will look like this, by configuring its rules.
Multi-companies compatibility
Effortlessly manage events from different companies in one unified calendar. Our app fully supports the Multi-Company feature.
Tailored Access: Users only see records in calendars without a company or those linked to one of their available companies.
Company-Specific Rules: There's define a "Company field" for each calendar rule to filter records by company, if it is configured. For example, if you stated 'Company' as the 'Company field' for the tasks' rule, and the calendar is linked to 'San Francisco' company, then users will see only San Francisco or global tasks only.
Automatic Company Assignment: Events inherit the company based on the 'Company field' of the parent document. User can easily switch between different companies' objects using intuitive navigation filters.
WATCH QUICK DEMO
Releases
Version 17.0.1.0 | Released on : 14thJune 2024
Initial
Initial Release.
FAQs
- Yes, This App Works Perfectly With Odoo Community.
- Yes, This App Works Perfectly With Odoo Enterprise.
- Make sure you have install the app correctly. Please refresh you browser page.
- You can combine as many Odoo documents as you like into the calendar.
- Yes, The Module Is Easy To Install And Use, And Can Be Rules define which Odoo objects should create events, which fields of that object should be used and shown, and whether any filtering should take place. While creating a rule, you can define by your own what to consider a calendar event title, start or stop date, who are target attendees, etc.
- The "Stop Date" is a field in the target Odoo model that specifies when an event is marked as completed on a calendar. For instance, if you create a rule for the "Sale Order" model and select the "Delivery Date" for the Stop Date field, the event will appear in the events menu from the Order Date (Start Date field) until the product's delivery date.
- This field is optional, so you can leave it blank. If left empty, the event will only be displayed on the date specified by the Start Date field.
- It means that this event was created manually. It has no parent object, and is not regulated by a rule. Such events would be available under the filter "Undefined", without color.
- All people, who have the access to see the calendar, may create and see its undefined events.
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- Please Contact Us At support@mindphin.com To Request Customization.
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