Contacts Color Coding v.14

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

86€

The tool does not require extra dependencies beside standard Odoo apps.
Current version: 14.0.1.0.3

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.

Odoo contact form color boxes
Color codes popup
Kanban color codes management
Sale order order colors of a customer

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.
Color auto assignment
Multiple criteria in rules

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'.
Odoo List of partner color codes
Edit color codes

Frequently Asked Questions about Contacts Color Coding Odoo v.14

According to the current Odoo Apps Store policies:

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

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

  1. Unzip source code of purchased tools in one of your Odoo add-ons directory

  2. Re-start the Odoo server

  3. Turn on the developer mode (technical settings)

  4. Update the apps' list (the apps' menu)

  5. Find the app and push the button 'Install'

  6. Follow the guidelines on the app's page if those exist.

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

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

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.  

As soon as you purchased the app, the button 'Deploy on Odoo.sh' will appear on the app's page in the Odoo store. Push this button and follow the instructions.

Take into account that for paid tools you need to have a private GIT repository linked to your Odoo.sh projects

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

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).

Odoo demonstration databases (live previews)

For this app we might provide a free personalized demo database.

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

By your request we will prepare an individual live preview database, where you would be able to apply any tests and to check assumptions during 14 days.

Bug reporting

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

No phone number or credit card are 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: screen shots, Odoo server logs, full description of how to re-produce your problem, and so on. Usually it takes a few business days to prepare a working plan by an issue (if a bug is confirmed) or provide you with guidelines what should be done (otherwise).

Public features request 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 into our to-do list.

Such to-do list is processed on a regular basis and does not assume extra fees. Altough 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 are required to contact us: only a short email sign up which does not take more than 30 seconds.

New features and extra Odoo services (individual development)

Each of our apps might be customized and extended to suit your specific requirements.

Our customization team fulfills not only such jobs but it also provides a full range of Odoo services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012, and might help with any technical or business needs.

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

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