<h1 class="title">CRM Event Category</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/event/tree/13.0/crm_event"><img alt="OCA/event" src="https://img.shields.io/badge/github-OCA%2Fevent-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/event-13-0/event-13-0-crm_event"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/199/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module extends the functionality of CRM opportunities (and leads, if enabled) to support linking them to event categories and to allow you to keep track of leads interested in an upcoming event of some category.</p> <p>This is useful if you organize your events based on the amount of people interested in a certain category of event.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>To make use of this module, a user needs these minimal permissions:</p> <ul class="simple"> <li>Sales / User: Own Documents Only</li> <li>Events / User</li> </ul> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p>To link a lead or opportunity to an event category:</p> <ol class="arabic simple"> <li>Go to <em>CRM &gt; Pipeline</em> and pick one lead.</li> <li>Go to the lead form.</li> <li>Use the new field <em>Event category</em>.</li> </ol> <p>To know if there are events planned of a certain category:</p> <ol class="arabic simple"> <li>Go to <em>Events &gt; Configuration &gt; Event Categories</em> and pick one.</li> <li>Use the new <em>Events</em> smart button.<ul> <li>It only counts those that are upcoming or running.</li> <li>The number between parenthesis is the available seats sum of all those events.</li> </ul> </li> </ol> <p>To know if there is people interested in a certain category of event:</p> <ol class="arabic simple"> <li>Go to <em>Events &gt; Configuration &gt; Event Categories</em> and pick one.</li> <li>Use the new <em>Opportunities</em> smart button.<ul> <li>It only counts opportunities that aren't won or lost.</li> <li>The number between parenthesis is the wanted seats sum of all those events.</li> </ul> </li> </ol> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/event/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/OCA/event/issues/new?body=module:%20crm_event%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id4">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id5">Authors</a></h3> <ul class="simple"> <li>Tecnativa</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id6">Contributors</a></h3> <ul class="simple"> <li>Jairo Llopis &lt;<a class="reference external" href="mailto:jairo.llopis&#64;tecnativa.com">jairo.llopis&#64;tecnativa.com</a>&gt; (<a class="reference external" href="https://www.tecnativa.com/">https://www.tecnativa.com/</a>)</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id7">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> <p><a class="reference external" href="https://github.com/Yajo"><img alt="Yajo" src="https://github.com/Yajo.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/event/tree/13.0/crm_event">OCA/event</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>