Showing posts with label Odoo CRM. Show all posts
Showing posts with label Odoo CRM. Show all posts

Friday, 3 September 2021

Odoo CRM : Next Activity Schedule

Odoo CRM : Activity Schedule

 Odoo have facility to schedule the activity and the very next activity auto schedule one the current activity done.

Chaining Type:

- Suggest Next Activity : This only suggest the activity

- Trigger Next Activity : This will schedule the next activity

Let's check the following example to see what will be the deadline for the next activity

In the following screenshot it shows the Chaining Type : Trigger next activity this will indicate one the current "Call" activity done the next activity Reminder automatic schedule. The current activity "Call" have 2 days after previous activity deadline.

 

 

Another Activity Reminder,

This activity scheduled for 5 days after previous activity deadline, this means if someone done activity today then this will schedule activity after today+5 days.

 

 

Now assume if someone added "Call" activity today and if some one done that activity then how the next activity "Reminder" set.

 

Let's done this activity,

 

Once we done the activity scheduled "Reminder" and it considered 7 days from now. Because the call activity we scheduled for 2 days and we done today, so the very next activity considered those 2 days + 5 days own.

So here the next activity scheduled for Today + 7 Days

Thanks

..Enjoy..