Contacts Color Coding v.18
Partner color coding to score contacts and make rational decisions in any business area. Color codes. Customer scoring
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 a system of highly available and efficiently manageable color codes for Odoo partners.
Instant access to partner color codes
Color codes are on all standard Odoo partner views: form, kanban, and tree. Scoring works for any contact kind: companies, individuals or addresses, customers, or suppliers. Partners might be also searched by a 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, and so on. That depends only on the 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 its own color notes, both manual and automatic.
Automatic color codes
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Automatic color codes do not assume any user involvement. Configure rules once, and all matched contacts will receive configured color codes
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Use automatic color codes in case you can strictly describe which partners receive those color codes
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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
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There might be as many criteria combined by 'any' or 'all' operators as you like
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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
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Automatic rules are applied in real-time. As soon as you configured a new one, open/reload any form and check contact color codes
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Automatic scoring rules might be applied to almost any business scenario
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Typical use case: A contact already has some sort of manual tag. For example, the 'Danger!' tag should lead to the red color code
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Typical use case: All contacts with set 'Blacklist' field should be assigned the black color code
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Typical use case: Customers with a low credit limit (e.g. with less than $2000) receive the orange color code
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Typical use case: Mark gray contacts without mobile and phone entered
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Typical use case: Define color codes based on a country or a region, based on the 'Degree of trust you have in this debtor', or based on your own custom field.
Flexible codes classifier
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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.
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Apply any color shade for your code
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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 the tag 'potential fraud' assigned by a financial security officer
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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
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To configure the codes classifier go to the Odoo General Settings and find the section 'Contact Color Codes'.
相关常见问题 Contacts Color Coding Odoo v.18
您的工具的更新政策是什么？
根据当前 Odoo Apps Store 政策：
- 为 12.0 及更早版本购买的每个模块，均可使用直至 12.0 的所有版本。
- 从 13.0 起，每个模块版本需单独购买。
- 无论版本如何，购买工具即获得该主版本内的 全部更新和缺陷修复权利。
请注意，faOtools 团队不控制这些政策。如有疑问，请直接联系 Odoo Apps Store 代表。
如何在 Odoo.sh 上安装您的应用？
最直接的做法是使用 Odoo 商店的内置流程：
1. 打开模块页面并点击 Deploy on odoo.sh 按钮
2. 之后会跳转到 GitHub 页面。登录帐户，然后点击 'Create a new repo' 或使用现有仓库。请确保仓库为私有。不得以 OPL-1 许可公开发布应用。如有需要，为 Odoo.sh 项目新建 repo
3. 然后转到 odoo.sh 并点击 Deploy 按钮。在弹出窗口中提交决定并点击 'Continue.' 这将触发安装过程。
这些步骤会将应用安装到项目的生产分支。若要部署到其他分支或更新模块，请执行以下操作：
1. 从 Odoo 商店上传应用的源代码
2. 将模块提交到所需的 GitHub 仓库。确保没有任何应用文件夹/文件被忽略（即未列入 repo 的 .gitignore）。仓库由 odoo.sh 自动创建，默认可能包含关键项（例如 /lib）。应上传模块的全部目录、子目录和文件，不得遗漏
3. 部署 odoo.sh 项目的目标分支，或在设置如此假定时 等待其自动构建。
应如何在自己的服务器上安装您的应用？
2. 重新启动 Odoo 服务器;
3. 打开开发者模式（技术设置）;
4. 更新应用列表（应用菜单）;
5. 找到应用并点击“Activate”/“Install”;
6. 如应用页面有指南，请按指南操作。
我注意到您的应用有额外附加模块。可以之后再购买吗？
可以。同时 Odoo 会自动把所有依赖加入购物车，因此应排除已购买的工具以免重复付款。
我在 Odoo.sh 上部署了您的应用，测试中出现警告/错误
红/橙色警告不影响应用功能。遗憾的是，标准自动测试有时假定与本应用目标冲突的行为，因此我们的模块会未通过。例如我们改了价格计算，而标准 Odoo 模块测试把最终价格与标准算法比较。
请先检查已部署数据库的功能。是否都正常？
若仍认为该警告影响真实功能，请联系我们并转发完整安装日志以及已部署模块的完整清单（含核心与第三方）。
我可以直接向贵公司购买应用吗？
不，我们只通过 官方 Odoo 应用商店.
希望获得折扣
很遗憾，我们没有技术手段 提供单独报价。
我可以在 Odoo Online (SaaS) 数据库上安装该应用吗？
不能，第三方应用无法在 Odoo Online 上使用。遗憾的是 Odoo SaaS 会阻止这种可能。
您的工具依赖其他应用。我需要购买那些应用吗？
是的，工具需要依赖中列出的全部模块才能正常工作。应用页上的价格已包含所有必要依赖。
该模块的美元价格是多少？为什么变了？
我们的模块价格以欧元标价。Odoo 商店按内部汇率换成其他货币。因此美元价格可能随汇率更新而变化。
非英语的应用和网站措辞由 AI 辅助 并与官方 Odoo 翻译对齐。若发现错误， 发送翻译正确性工单 我们会修好。
Odoo 演示数据库（在线预览）
对于此应用，我们可能提供免费个性化演示数据库。
联系我们无需电话号码或信用卡。只需完成不超过 30 秒的简短电子邮件注册。
按您的申请，我们将准备独立的在线预览数据库，约两周内可进行任意测试并核验假设。
缺陷反馈
如遇缺陷或不一致行为，请随时联系我们。我们保证在购买后 60 天内提供修复，并在此期限后仍积极改进工具。
联系我们无需电话号码或信用卡。只需完成不超过 30 秒的简短电子邮件注册。
请在请求中尽可能提供详细信息：截图、Odoo 服务器日志、完整的问题复现说明等。通常需要几个工作日来准备问题的工作计划（若确认是缺陷）或提供应采取的指引（否则）。
公开功能请求与模块构想（免费开发）
我们非常希望改进工具，并感谢任何反馈。若您的需求具有普遍价值且能高效实现，团队会将其列入待办清单。
此类待办清单会定期处理，不产生额外费用。虽然我们无法承诺截止日期和最终设计，但这可能是在无投入、无风险的情况下获得所需功能的好办法。
联系我们无需电话号码或信用卡。只需完成不超过 30 秒的简短电子邮件注册。
18.0.1.0.8
- 应用已适配支持动态部分的新 domain 逻辑。
18.0.1.0.7
- domain 现在支持使用 Python 库，包括 datetime ('date', 'datetime', 'time', 'timedelta', 'timezone', 'tzinfo', 'MAXYEAR', 'MINYEAR')、time ('time', 'strptime', 'strftime')。也可以使用 context_today（datetime.now 的简写）和 relativedelta。
- 已修复按颜色代码搜索的小问题。
18.0.1.0.6
- 应用组件已适配 many2one_avatar 小组件。
18.0.1.0.5
- 该应用已发布到版本 18。
17.0.1.0.6
- 已修复 IDs 显示不正确的问题。
17.0.1.0.5
- 应用不再在合作伙伴列表视图中显示 ID。
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