Joint Calendar v.18
The tool to combine different Odoo events in a few configurable super calendars
Odoo users often need to keep in mind a lot of details spread out among numerous interfaces. Switching between those is not comfortable and error-prone for planning. This tool solves the problem. The app lets configure rules to join and share various document types on a single super calendar(s) view but with easy-reachable source objects.
- the core app to merge Odoo documents in super calendars. Its price is 78€.
- the optional free extension that introduces the Odoo Enterprise Gantt view joint events. The features assumed by this add-on are marked by the icon
Any Odoo documents on the same calendar
The tool might merge any Odoo document types on the same view: opportunities, meetings, phone calls, activities, sale or purchase orders, shipments and deliveries, tasks and tickets, time offs, ...
Flexible merging rules
Define on your own what to consider a joint event title, start or stop date, who are target attendees, etc. Have even the same document twice on the same calendar just with a different start
Instant access to source details
Joint events and their source documents are interrelated. Update the former, and the latter would be changed immediately. A reverse operation would be applied with the next cron job (the frequency is configurable)
Comfortable navigation
Shared calendars are especially suitable for team interactions. Users might switch between document types, participants, linked contacts, and companies in a single click. Optionally turn on the Odoo Enterprise Gantt view
Unlimited number of super calendars
Configure as many calendars as you need: for various functional areas or for different user groups. Each joint calendar has its own menu item
Reminders for any Odoo documents
Calendar configuration lets assign default popups and email alarms. Thus, it is possible to have notification of any Odoo event or activity
Simple user rights administration
Regulate joint calendar accesses right on its form. Make it public or share it only for chosen user groups. The app fully supports multi-companies environment
Automatic shared calendar updates
Joint events are updated regularly by the cron job. It is fast, especially if you apply time frames. Refreshing is also available from the calendar interface
Better then expected
The app does exactly what was needed. Combine all tasks from all calendars to one. And allows to manages all activities from all modules in one place.
This makes the Event Calendar so much more useful !
We bought this to combine certain project tasks with the schedules of our maintenance engineers. We now have a better overview which moments are overlapping the schedules of other events. The joining of multiple events in 1 event calendar is super easy, it should be a standard option in ODOO.
Excellent responsive team of programmers
Joint Calendar is the perfect addition to the standard Calendaring system that Odoo offers. It makes the job of setting up specific departmental calendars filled with any objects you wish very easy and Alex and the team provides fantastic after-sales support, responding in most cases within 24 hours to requests for help. Thanks for a great module.
Essential to have Activities, Tasks, Meetings etc all in one calendar and shared.
Great service support very quick and were right on with fixing the issue... I think the ability to see everything on one shared calendar is such an essential part of coordination and time management. Great product once you sort out the rules you need!
Super calendars for any business area
Use joint calendars for any functional area: CRM, project management, sales, HRM, MRP, inventory management, so and so on. Find just a few examples of rules below
Tasks on a joint calendar
-
As a model use 'Task'
-
As a name use 'Title'
-
As a start date field use 'Deadline'
-
As attendees' field use 'Assignees'
-
As a domain optionally you can set definite projects
Sale orders on a shared calendar
-
As a model use 'Sales order'
-
As a name use 'Order Reference'
-
As a start date field use 'Order Date'
-
As attendees' field use 'Salesperson'
-
As a contact link use 'Customer'
-
As a domain optionally restrict quotations by sales teams.
Opportunities on a super calendar
-
As a model use 'Lead/Opportunity'
-
As a name use 'Opportunity'
-
As a start date field use 'Expecting Closing'
-
As attendees' field use 'Salesperson'
-
As a contact link use 'Customer'
-
As a domain optionally restrict opportunities by sales teams.
Share employees' time offs and leaves
-
As a model use 'Time Off'
-
As a name use 'Description'
-
As a start date field use 'Start Date'
-
As attendees' field use 'User'
-
As a stop date field use 'End Date'
-
As a domain filter by status: show only approved leaves.
Activities by all objects
-
As a model use 'Activity'
-
As a name use 'Display Name'
-
As a start date field use 'Due Date'
-
As attendees' field use 'Assigned to'
-
As a domain apply 'Summary is set'
Odoo meetings to the joint calendar
-
As a model use 'Calendar Event'
-
As a name use 'Meeting Subject'
-
As a start date field use 'Start'
-
As a stop date field use 'Stop'
-
As attendees' field use 'Attendees'
-
As a whole day field 'All Day'
Flexible rules to merge Odoo documents
To add a new document type for a shared interface you should set up a joint calendar rule. This rule defines which Odoo objects should create events, which fields of that object should be shown, and whether any filtering should take place
-
Model - which objects to scan: opportunities, tasks, orders, meetings, activities, and so on. You can choose your custom document type (including created in Odoo Studio) as well
-
Name - what to use as a joint event name (also used as calendar event title). Usually, it is 'name', 'subject' or 'reference'
-
Start date - when an event starts. For example, 'expecting closing' for opportunities or 'order date' for quotations. It may be any date or date with time field of a source Odoo object
-
Stop date - when an event is shown as finished on a calendar
-
Attendees - who are participants (responsible persons, event owners). Usually, it is a field 'assigned to', 'a sales person' or 'attendees'. You may use even document 'followers' since it's possible to apply both users and partners
-
Description - are there any notes important for joint events? Usually, the fields like 'internal notes' or 'comments' are used
-
Always Whole Day - means that all generated events would last the whole day disregarding whether start or stop are defined with hours and minutes. Such an event would be shown at a special place on a calendar (above the timeline)
-
Whole Day - a special boolean field of the source object which indicates that a related joint event may last the whole day. This setting is usually applied to standard Odoo calendar events which both might have a definite time indicated or might be planned for a whole day
-
Contact Link - is this event linked to a specific partner? Usually, the fields like 'customer' or 'vendor' are used
-
Company field - optionally define the parent document field where its company is kept. In this way, joint events would get the source company that might be used for filtering or just for information
-
Domain - the Odoo filters' constructor to include only topical documents into a joint calendar. You might apply any storable attribute. For example, show only quotations without sales orders, or show opportunities only for this sales team.
Multi companies compatibility
-
The app fully supports the multi-companies environment: each joint calendar might be linked to a specific Odoo company. If a company is not defined, it is considered as 'global', so available for all Odoo companies
-
Users access only those joint menus, which super calendars do not have a company or have one of those users available companies
-
Each joint rule might have the "Company field" defined. If that setting is configured, records will be filtered in a joint calendar company. For example, if you stated 'Company' as the 'Company field' for the tasks' rule, and the joint calendar is linked to 'San Fransisco' company, then users will see only San Fransisco or global tasks only
-
Joint events would also get the company based on the 'Company field' of the parent document. You can comfortably switch between objects of different companies using the right navigation filters
-
In addition to the 'Company field', you may also restrict records in a rule domain. For instance, to include records of a few companies but not to include others.
Combine events on Odoo Enterprise Gantt view
-
For any joint calendar, optionally add the Odoo Enterprise edition Gantt view
-
To that goal, just tick the box 'Gantt view' on the supper calendar settings
-
The app would automatically extend a target joint calendar action after you saved the changes
-
In this way, you can have a single super Gantt view for various Odoo documents
-
Manage those events in a comfortable manner: reassign responsible users, drag and drop those to change periods, etc.
Configuration and Installation Tips for Joint Calendar Odoo v.18
Joint calendar scheduled jobs
The tool lets you change the frequency of joint calendar refreshing and emails reminders' checks:
- Turn on the debug mode
- Go to technical settings > Automation > Scheduled jobs
- Find the job 'Refresh Joint Events' to change the frequency of super calendars' update
- Find the job 'Notify About Joint Event' to change the frequency of email alarms.
Odoo demonstration databases (live previews)
For this app, we might provide a free personalized demo database.
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.
By your request, we will prepare an individual live preview database, where you would be able to apply any tests and check assumptions for 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 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.
The tool to flexibly structure Odoo attachments in folders and synchronize directories with cloud clients: Google Drive, OneDrive/SharePoint, Nextcloud/ownCloud, and Dropbox. DMS. File Manager. Document management system
The tool to automatically synchronize Odoo attachments with OneDrive files in both ways
The tool to automatically synchronize Odoo attachments with Google Drive files in both ways
The tool to automatically synchronize Odoo attachments with ownCloud/Nextcloud files in both ways
The tool to build a deep and structured knowledge base for internal and external use. Knowledge System. KMS. Wiki-like revisions.
298€
The tool for time-based service management from booking appointments to sales and reviews
398€
The tool to set up KPI targets and control their fulfillment by periods. KPI dashboards. Dashboard designer. KPI charts
The tool to create website documentation based on your knowledge base
436€