Friday, March 5, 2021
2 changes · master
New functionality added to Odoo
A new bridge between website appointments and CRM can automatically create a sales opportunity when a prospect books selected appointment types. The opportunity is assigned to the appointment's salesperson and sales team, tagged for appointment follow-up, and linked to a next activity so sales teams can act quickly.
Original PR description
Business Need ============= If a new prospect book a meeting with a random sales we want to have an opportunity directly created in the crm to follow up the relationship with this new prospect Feature added ============= Bridge module between website_calendar and crm This module allowed to generate opportunity based on appointement with very simple rule - Decide if the appointement type will generate an opportunity or not - Add choosen tags on the new opportunity The opportunity will always be assigned to the user of the appointment and his sales team Create a next activity with the event on the new opportunity Related: odoo/upgrade#2231
Enhancements to existing features
Batch payments now only include payments that have already been posted, preventing draft payments from being posted unexpectedly during batch validation. Users can no longer create new payments directly from the batch payment screen and instead get a clearer payment selection flow and improved error messages.
Original PR description
- Only allow posted payments to be added to a batch payment. This prevent implicit posting of draft payment when batch is validated. - Remove possibility to create new payments from the batch payment view. This for several reasons: the behavior was bugged; the view did not reflect the new payments views (task id = 2403336); newly created payments would be draft and therefore not be added to batch. - Add “Select Payment” button. - Correction of error message Task: 2464530