Contact Role Matrix
Contact Role Matrix
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
In Odoo, we have Customers who can be chosen in a Project.
CLUEDOO'S FUNCTIONS
Cluedoo proposes a solution to add multiple existing contacts from Contacts and Project Role.
CLUEDOO RECOMMENDATION
Installed in 100% of your database as it is a useful tool to increase your Mailing List database.
OUR FEATURES AS SOLUTION
Add existing contacts from Contacts to Project
HOW TO USE THIS MODULE
In a project, we have the Contact tab, which will automatically get a list from the contacts and the children contacts when we fill out the Customer field in the project.
We can also add/remove contacts in the project and it will take the customer as the parent company of the new contact that we just created.
Note: the customer in the project will only appear if the Billable checkbox in Project Settings tab is checked.
We also have the Role Type menu. This role type can be chosen when we have a contact in a project.
Role Matrix Menu in Contact
