mirror of
https://github.com/odoo/documentation.git
synced 2025-12-12 07:29:27 +07:00
[IMP] stages: added rotting lead detection
closes odoo/documentation#15329 Signed-off-by: Megan Valenzuela (meval) <meval@odoo.com>
This commit is contained in:
@@ -40,6 +40,33 @@ Choose a :guilabel:`Name` for the new stage.
|
||||
.. image:: stages/new-stage-details.png
|
||||
:alt: View of a stage's settings page in Odoo Helpdesk.
|
||||
|
||||
Rotting lead detection
|
||||
----------------------
|
||||
|
||||
.. note::
|
||||
The *Days to rot* feature is only available to apps that use stages, for instance,
|
||||
**CRM** and **Heldesk** apps. This feature is automatically disabled by setting it to zero.
|
||||
|
||||
The *Days to rot* feature provides proactive notification when a specific card within
|
||||
that stage requires attention. When a card passes the defined rotting threshold, it becomes
|
||||
highlighted in red and the stage displays the total number of cards currently rotting.
|
||||
|
||||
.. image:: stages/rotting-card.png
|
||||
:alt: Sample of a rotting card and stage in CRM app.
|
||||
|
||||
To enable this feature, the Kanban view must be active. Navigate to the desired app and click on the
|
||||
:icon:`oi-view-kanban` :guilabel:`(Kanban)` icon.
|
||||
|
||||
To set the threshold for a stage, click on the :icon:`fa-gear` :guilabel:`(Settings)` icon for the
|
||||
relevant stage and select :guilabel:`Edit` from the drop-down menu. A configuration window will
|
||||
appear.
|
||||
|
||||
In the :guilabel:`Days to rot` field, enter the number of days that marks the threshold before
|
||||
action is needed. Click :guilabel:`Save` to apply the configuration.
|
||||
|
||||
.. image:: stages/days-to-rot-field.png
|
||||
:alt: Sample of a configuration window with a rotting threshold in the CRM app.
|
||||
|
||||
Progress bar
|
||||
============
|
||||
|
||||
|
||||
BIN
content/applications/essentials/stages/days-to-rot-field.png
Normal file
BIN
content/applications/essentials/stages/days-to-rot-field.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 10 KiB |
BIN
content/applications/essentials/stages/rotting-card.png
Normal file
BIN
content/applications/essentials/stages/rotting-card.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 12 KiB |
Reference in New Issue
Block a user