Save CRM Attachments in Documents

by
Odoo

10.89

v 15.0 Third Party 7
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Documents (documents)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 322
Technical Name az_crm_documents
LicenseLGPL-3
Websitehttps://azka.tech
Versions 14.0 16.0 15.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Documents (documents)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 322
Technical Name az_crm_documents
LicenseLGPL-3
Websitehttps://azka.tech
Versions 14.0 16.0 15.0

Features:

  • Centralize all documents in a single place The document module
  • Benefit from the document module features like indexing and search by content and OCR
  • Ability to store documents in a custom folder structure:
    • Main Folder [CRM]: store all documents in a single folder
    • By Customer - [CRM / Sub Folder for each Customer]: Store all documents per customer in a single folder
    • By Opportunity - [CRM / Sub Folder for each Opportunity]: Store documents per opportunity
    • By Customer / Opportunity - [CRM / Sub Folder for each Customer & Sub folder under it for that specific Opportunity]: Store all documents per customer folder then an opportunity folder
  • Allow user to add an attachment when logging a note from the documents app from the corresponding folder based on the previous option chosen above without the need to downloading and re-attaching the documents
  • Automatic creation of folders, no need for manual creation of workspaces.

Configuration

  • Go to Settings > Documents
  • Select the CRM flag in the documents app configurations. It is a new feature added in the module
  • Add attachments as Documents will appear. Once selected it will allow the system to generate a document for each file attached to the CRM lead model under the documents app, automatically depending on a specific structure that the use can choose in the configurations:
  • Saving documents options:
    • Main Folder [CRM]: This will save all the attachments for the CRM opportunities under the same folder (CRM), created automatically if not found.
    • By Customer - [CRM / Sub Folder for each Customer]: Creates a new folder for every lead customer and saves the attachments under it as documents.
    • By Opportunity - [CRM / Sub Folder for each Opportunity]: Creates a new folder for every CRM lead/opportunity and saves the attachments under it as documents.
    • Last Option: By Customer / Opportunity - [CRM / Sub Folder for each Customer & Sub folder under it for that specific Customer] Check the below image
  • The opposite feature is implemented under this addon where the user can add a document from the documents app in the CRM Opportunity, when sending a message or logging a note:
  • Selecting the Add button will issue a new window to select a document:
  • Then On clicking Attach it will add the documents as attachments in the Email Composer wizard.
  • NOTE: the documents that can be selected in the wizard are only documents saved under the workspace corresponding to the CRM lead/customer according to the CRM workspace structure selected in the settings.

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