Contacts Color Coding v.14

Partner color coding to score contacts and make rational decisions in any business area

18.0 17.0 16.0 15.0 14.0 13.0 12.0 11.0

78€

Buy in the Odoo Apps Store

The tool does not require extra dependencies beside standard Odoo apps.

Documentation

Current version: 14.0.1.0.4

Enterprise

Community

Odoo.sh

Has your company ever lost money because a manager forgot some important details about a partner? With this tool it will hardly happen again. This Odoo app introduces the system of high available and efficiently manageable color codes for Odoo partners.

Instant access for partner color codes

Color codes are on all standard Odoo partner views: form, kanban, tree. Scoring works for any contact kind: companies, individuals or addresses, customers or suppliers. Partners might be also searched by code name and color notes

Partner scoring for any business area

Color codes are available on each form where an Odoo contact is referenced: sales orders, opportunities, invoices, tasks, requests for quotation. That depends only on set of installed Odoo apps

Automatic coding or/and manual administration

Color codes might be updated manually or/and they might be assigned automatically based on the special rules

Efficient codes management

Click on any color box to observe full code details. Hover - for quick tool tips. Push on a dotted box - to edit manual codes. From any interface!

As many color codes as needed

Prepare your own classifier of contact codes through the General Settings - 'Contacts Color Codes'. Apply any color. Have as many notes for the same code as you wish. Introduce business rules for all scenarios

Inherited color codes

Color codes take into account relations between Odoo partners. A contact always inherits color codes from a parent company and may have own color notes, both manual and automatic.

Automatic color codes

Automatic color codes do not assume any user involvement. Configure rules once, and all matched contacts will receive configured color codes
Use automatic color codes in case you can strictly describe which partners receive those color codes
Define a rule as a set of criteria a contact should satisfy. You may use any partner field in the same way you define a search filter in Odoo
There might be as many criteria combined by 'any' or 'all' operators as you like
For a single color code you may have an unlimited number of automatic rules. Matching any of those rules would lead to this color code assignment
Automatic rules are applied in real time. As soon as you configured a new one, open/reload any form and check contact color codes

Automatic scoring rules might be applied to almost any business scenario
Typical use case: A contact already has some sort of manual tag. For example, the 'Danger!' tag should lead to the red color code
Typical use case: All contacts with set 'Blacklist' field should be assigned the black color code
Typical use case: Customers with low credit limit (e.g. with less than $2000) receive the orange color code
Typical use case: Mark gray contacts without mobile and phone entered
Typical use case: Define color codes based on a country or a region, based on 'Degree of trust you have in this debtor', or based on your own custom field.

Flexible codes classifier

Have as many color codes as you like. They may relate to any business facet. For example, introduce 'Black List', 'Not trusted', 'Strategic partners', 'Low credit limit', etc.
Apply any color shade for your code
Each color code may have a few notes. For example, 'John Brown' is black-listed since (a) his parent company has a huge debt; (b) he is not available by phone and mobile; (c) he has a tag 'potential fraud' assigned by a financial security officer
As soon as you installed the tool, Odoo would prepare a few default color codes. You may simply update or delete those codes to reflect your own color codes' logic
To configure the codes classifier go to the Odoo General Settings and find the section 'Contacts Color Codes'.

Frequently Asked Questions about Contacts Color Coding Odoo v.14

What are the update policies of your tools?

According to the current Odoo Apps Store policies:

every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
starting from version 13.0, every module version should be purchased separately.
disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.

Take into account that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.

How can I install your app on Odoo.sh?

The easiest approach is to use the Odoo store built-in workflow:

1. Open the module's page and click the button Deploy on odoo.sh

2. After that, you will be redirected to the GitHub page. Login to your account and click 'Create a new repo' or use the existing one. Please, make sure, that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project

3. Then, go to odoo.sh and click on the deploy button, submit the decision in the pop-up window and click 'Continue'. The action will trigger the installation process.

These steps will install the app for your project production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:

1. Upload the source code for the app from the Odoo store

2. Commit the module to a required GitHub repository. Make sure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by odoo.sh, which might add by default some crucial items there (e.g. /lib). You should upload all module directories, subdirectories, and files without exceptions

3. Deploy a target branch of the odoo.sh project or wait until it is automatically built if your settings assume that.

How should I install your app on my own server?

Unzip the source code of the purchased tools in one of your Odoo add-ons' directories;
Re-start the Odoo server;
Turn on the developer mode (technical settings);
Update the apps' list (the apps' menu);
Find the app and push the button 'Install';
Follow the guidelines on the app's page if those exist.

I noticed that your app has extra add-ons. May I purchase them afterwards?

Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.

I deployed your app on Odoo.sh and see warning/error in tests

A red/orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard Odoo module tests compare final price to standard algorithm.

So, first of all, please check deployed database features. Does everything work correctly?

If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).

May I buy your app from your company directly?

No, we distribute the tools only through the official Odoo apps store

I would like to get a discount

Regretfully, we do not have a technical possibility to provide individual prices.

May I install the app on my Odoo Online (SaaS) database?

No, third party apps can not be used on Odoo Online.

Your tool has dependencies on other app(s). Should I purchase those?

Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.

What is the price for the module in US Dollars? Why did it change?

The price for our modules is set up in euros. The Odoo store converts prices in others currencies according to its internal exchange rate. Thus, the price in US Dollars may change, when exchange rate changes.

Bug Report Raise Question Share Features Ideas

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).

Public features requests and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.

Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

You may also like the tools