==================
CRM Event Category
==================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fevent-lightgray.png?logo=github
:target: https://github.com/OCA/event/tree/13.0/crm_event
:alt: OCA/event
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:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/199/13.0
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|badge1| |badge2| |badge3| |badge4| |badge5|
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.
This is useful if you organize your events based on the amount of people
interested in a certain category of event.
**Table of contents**
.. contents::
:local:
Configuration
=============
To make use of this module, a user needs these minimal permissions:
- Sales / User: Own Documents Only
- Events / User
Usage
=====
To link a lead or opportunity to an event category:
#. Go to *CRM > Pipeline* and pick one lead.
#. Go to the lead form.
#. Use the new field *Event category*.
To know if there are events planned of a certain category:
#. Go to *Events > Configuration > Event Categories* and pick one.
#. Use the new *Events* smart button.
* It only counts those that are upcoming or running.
* The number between parenthesis is the available seats sum of all those events.
To know if there is people interested in a certain category of event:
#. Go to *Events > Configuration > Event Categories* and pick one.
#. Use the new *Opportunities* smart button.
* It only counts opportunities that aren't won or lost.
* The number between parenthesis is the wanted seats sum of all those events.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/event/issues>`_.
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
`feedback <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**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Tecnativa
Contributors
~~~~~~~~~~~~
* Jairo Llopis <jairo.llopis@tecnativa.com> (https://www.tecnativa.com/)
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
.. |maintainer-Yajo| image:: https://github.com/Yajo.png?size=40px
:target: https://github.com/Yajo
:alt: Yajo
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-Yajo|
This module is part of the `OCA/event <https://github.com/OCA/event/tree/13.0/crm_event>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "==================\nCRM Event Category\n==================\n\n.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png\n :target: https://odoo-community.org/page/development-status\n :alt: Production/Stable\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fevent-lightgray.png?logo=github\n :target: https://github.com/OCA/event/tree/13.0/crm_event\n :alt: OCA/event\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/event-13-0/event-13-0-crm_event\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png\n :target: https://runbot.odoo-community.org/runbot/199/13.0\n :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nThis module extends the functionality of CRM opportunities (and leads, if\nenabled) to support linking them to event categories and to allow you to keep\ntrack of leads interested in an upcoming event of some category.\n\nThis is useful if you organize your events based on the amount of people\ninterested in a certain category of event.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nTo make use of this module, a user needs these minimal permissions:\n\n- Sales / User: Own Documents Only\n- Events / User\n\nUsage\n=====\n\nTo link a lead or opportunity to an event category:\n\n#. Go to *CRM > Pipeline* and pick one lead.\n#. Go to the lead form.\n#. Use the new field *Event category*.\n\nTo know if there are events planned of a certain category:\n\n#. Go to *Events > Configuration > Event Categories* and pick one.\n#. Use the new *Events* smart button.\n\n * It only counts those that are upcoming or running.\n * The number between parenthesis is the available seats sum of all those events.\n\nTo know if there is people interested in a certain category of event:\n\n#. Go to *Events > Configuration > Event Categories* and pick one.\n#. Use the new *Opportunities* smart button.\n\n * It only counts opportunities that aren't won or lost.\n * The number between parenthesis is the wanted seats sum of all those events.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/event/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us smashing it by providing a detailed and welcomed\n`feedback <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**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Tecnativa\n\nContributors\n~~~~~~~~~~~~\n\n* Jairo Llopis <jairo.llopis@tecnativa.com> (https://www.tecnativa.com/)\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-Yajo| image:: https://github.com/Yajo.png?size=40px\n :target: https://github.com/Yajo\n :alt: Yajo\n\nCurrent `maintainer <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-Yajo| \n\nThis module is part of the `OCA/event <https://github.com/OCA/event/tree/13.0/crm_event>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n\n\n",
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