Crm Lead Attach Related Saleorder Report

Beta License: AGPL-3 sygel-technology/sy-crm

This module allow to attach sale documents into the opportunity and send them.

Table of contents

  • Usage
  • Bug Tracker
  • Credits
    • Authors
    • Contributors
    • Other credits
    • Maintainers

Usage

To use this module, you need to:

  1. Select a opportunity.
  2. Create quotations, related with the opportunity.
  3. When you send a mail from opportunity, will appear one new button named ‘Attach Sale Documents’, this only appear in opportunities if this have quotations in “draft/sent” state. Note: This also only appears if sending messages individually, mass editing on multiple opportunities is not supported.
  4. Click this button and the system will attach the sale reports related with the opportunity.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Sygel

Contributors

  • Harald Panten harald.panten@sygel.es
  • Valentin Vinagre valentin.vinagre@sygel.es
  • Alberto Martínez alberto.martinez@sygel.es

Other credits

Inspired in the old mail_sale_documents_from_opportunity v12 module

Maintainers

This module is part of the sygel-technology/sy-crm project on GitHub.

You are welcome to contribute.