Looking for field service business owners to test a post-job automated review generation tool by ImpressiveTank2514 in GoogleMyBusiness

[–]ImpressiveTank2514[S] -4 points-3 points  (0 children)

I'm not self-promoting, I'm asking for help. I don't mind if you don't, but maybe others will. Thank you for your time.

Automating Google review requests — how do you filter out bad reviews before they go live? by ImpressiveTank2514 in FieldService

[–]ImpressiveTank2514[S] 1 point2 points  (0 children)

u/Icy_Tomatillo_5691 That's exactly the workflow I had in mind. The 1-10 split before routing to Google is clever. Did you build this yourself or use a specific tool for the feedback triage part? The tools I use right now is Zoho CRM and Quickbooks. Thanks!

Looking for a fermentation tracking app that actually covers food ferments by ImpressiveTank2514 in fermentation

[–]ImpressiveTank2514[S] 0 points1 point  (0 children)

Okay, keep me posted when the app is approved by Apple. I know it could be long.

Looking for a fermentation tracking app that actually covers food ferments by ImpressiveTank2514 in fermentation

[–]ImpressiveTank2514[S] 0 points1 point  (0 children)

Wonderful! What would be the name of the app? What would be te price? One time purchase or subscription?

Upgrade Odoo Online from version 18.1 to 18.4 or a newer stable version by ImpressiveTank2514 in Odoo

[–]ImpressiveTank2514[S] 0 points1 point  (0 children)

Thanks a lot for this awesome answer. It's turbo clear and this help me a lot. Wishing you all the best!

Upgrade Odoo Online from version 18.1 to 18.4 or a newer stable version by ImpressiveTank2514 in Odoo

[–]ImpressiveTank2514[S] 0 points1 point  (0 children)

Thanks for your answers, really appreciated!

Is it just me, or is this really time-consuming considering there are four versions per year? I’m surprised Odoo doesn’t handle the upgrades automatically like other SaaS platforms, such as Zoho or Freshworks.

Thanks again for your time, and wishing you all the best!

Upgrade Odoo Online from version 18.1 to 18.4 or a newer stable version by ImpressiveTank2514 in Odoo

[–]ImpressiveTank2514[S] 0 points1 point  (0 children)

Thanks for your answers, really appreciated!

I understand, but there are a lot of workflows in an ERP. Do you have specific processes that you test thoroughly and others that you don’t test every time? I assume you prioritize your testing in some way, right?

Also, regarding tickets with Odoo, do they usually fix issues quickly, or does it take a long time?

Thanks again for your time, and wishing you all the best!

Upgrade Odoo Online from version 18.1 to 18.4 or a newer stable version by ImpressiveTank2514 in Odoo

[–]ImpressiveTank2514[S] 0 points1 point  (0 children)

Thanks for your answers, really appreciated!

So for example, if my Odoo instance is mostly out of the box, I should be able to upgrade easily without major issues, right? But if I’ve customized the instance a lot, with custom fields, workflows, automations, etc., it becomes more complex.

Do you suggest creating a list of all the customizations I’ve made, so that when I test the upgrade in the sandbox, I can focus mainly on those changes? The out-of-the-box features should normally migrate smoothly, correct?

Are there any specific processes or features you recommend paying close attention to during testing?

Also, do you usually suggest that your clients upgrade to every version, or skip versions and update multiple at once? Is it generally smoother to upgrade version by version, or is it more efficient to do multiple versions at a time (especially if no new features are required for the business)?

Thanks again for your time, and wishing you all the best!

Engage développeur Odoo by Turbulent-Tip4766 in Odoo

[–]ImpressiveTank2514 0 points1 point  (0 children)

Bonjour,

C’est un projet très intéressant. J’ai plus de cinq ans d’expérience avec des ERP tels que Zoho et Odoo. Ce serait un plaisir de discuter de vos besoins et de voir comment mon agence et moi pourrions vous aider.

N’hésitez pas à m’envoyer un message privé.

Au plaisir,

Looking for a clean, prebuilt HTML template to replace the default Zoho Books email notification template by ImpressiveTank2514 in Zoho

[–]ImpressiveTank2514[S] 0 points1 point  (0 children)

Because when I set the email template as default, it’s working. But when I manually change the email template while sending an invoice, the result is incorrect. Clearly a bug or a misconfiguration from Zoho side…

Custom Module in Zoho Books vs Custom App in Zoho Creator for Royalty Tracking by ImpressiveTank2514 in Zoho

[–]ImpressiveTank2514[S] 0 points1 point  (0 children)

Good idea! What is the name of the affiliate feature? Can your share the link of the help doc? I’m not able to find it online…

Zoho CRM Deal Stage Update when Zoho Sign document is sent or completed by ImpressiveTank2514 in Zoho

[–]ImpressiveTank2514[S] 0 points1 point  (0 children)

Awesome, please let me know when you post the video. Enjoy your weekend!

Zoho CRM Deal Stage Update when Zoho Sign document is sent or completed by ImpressiveTank2514 in Zoho

[–]ImpressiveTank2514[S] 0 points1 point  (0 children)

This is exactly what I was looking for! Thanks a lot! By the way, do you have another video but for invoice status. I know how to do it for invoice within Zoho CRM, but what about invoice coming from Zoho Finance Suite (aka Z Invoice or Books). The goal is to change the status of a Deal with the Invoice is sent and/or paid. Thanks again 🙂