Auto Send Happy Birthday Email
| Technical name | to_partner_dob_send_email |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/16.0/to_partner_dob_send_email |
| Read description for | v 13.0 v 14.0 v 17.0 v 15.0 |
| Required Apps | Discuss (mail) |
| Included Dependencies | Partner Date of Birth Viindoo Base |
What it does
Automatically send Happy Birthday Email to your partners.
Key Features
- Define your own Happy Birthday Email templates and assign to your companies/ partners. These Email templates support to enrich:
- Text;
- Images;
- Multi Language.
- Switch On/ Off the function of Automatic Happy Birthday Email for the companies/ partners.
- Multi-company is fully supported. In other words, you could define different email templates for the same partner for different companies.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_partner_dob_send_email.
- Press Install.
Instruction
Instruction video: Auto Send Happy Birthday Email
- After installing the module, go to Settings > General settings > Default Email Templates. In the Default email template section, check Send Happy Birthday Email and select a Happy birthday email template. This is the default template if a specific template is not selected for each partner.
- Open the partner profile, enter the date of birth and set up a happy birthday email template for the partner. Here, you can choose or configure specific email templates for this partner.
Note: Partner here must be Individual.
- When the setup is complete, to the date of birth of the partner, the system will automatically send a happy birthday email to the partner's email address. You can check that information in the Chatter area in the partner's profile.
- In addition, the same partner but in different companies can choose different email templates.
- If you do not use the feature to automatically send emails to each partner on their birthday, go to Contacts > Select the partner profile, click the button Send Happy Birthday Email to turn it off.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.