What it does
Automatically send Happy Birthday Email to your partners.
Key Features
- Define your own Happy Birthday Email templates and assign to your companies/ partners. These Email templates support to enrich:
- Text
- Images
- Multi Language
- Switch On/ Off the function of Automatic Happy Birthday Email for the companies/ partners.
- Multi-company is fully supported. In other words, you could define different email templates for the same partner for different companies.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps
- Find with keyword 'to_partner_dob_send_email'
- Install it as usual then you are done
Instructions
- Open Settings menu
- In menu Default Email Templates, check the box "Send Happy Birthday Email" and choose Happy Birthday Email Template
- Open partner profile form view
- Input her/his birthday.
- Check the box "Send Happy Birthday Email" or by default
- Select a desired email template for sending Happy Birthday Emails or by default
- You can export your partner data to CSV so that you can edit the data there for more productivity then import if you have many partners.
Trouble shooting
- You need to have any outgoing email setup and running properly
- You may also want to check the Schedule Action named "Send Happy Birthday Email to Partner" if it is active.
This software and associated files (the "Software") may only be
used
(executed, modified, executed after modifications) if you have
purchased a
valid license from the authors, typically via Odoo Apps,
or if you
have
received a written agreement from the authors of the
Software (see the
COPYRIGHT file).
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(typically
by depending on it, importing it and using its
resources), but
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those modules under the license of your
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example:
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licenses similar to this one).
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copies of the
Software or modified copies of the Software.
The above copyright notice and this permission notice must be
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
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MERCHANTABILITY,
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