Partner Date of Birth
| Technical name | to_partner_dob |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/18.0/to_partner_dob |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 v 17.0 |
| Required Apps | Discuss (mail) |
| Included Dependencies | Viindoo Base |
| Extensions | Auto Send Happy Birthday Email |
Watch our comprehensive demo: Partner Date of Birth
Key Benefits
- Easy Date Management
- Birth date for individual contacts
- Establishment date for companies
- View upcoming dates at a glance
- Smart Search Features
- Find by birth/establishment day, month, or year
- Group contacts by age/years
- Quick date list view
- Simple & Clean
- Works right after installation
- Integrates with contact form
- Automatic field switch based on contact type
Technical Features
- Smart Date Fields
- Birth date for individuals
- Establishment date for companies
- Stored for fast search
- Easy to use filters
- Search & Filter
- Filter by day
- Filter by month
- Filter by year
- Multiple grouping options
- Data Organization
- Birthday/Anniversary lists
- Age/Year groups
- Custom views
- Export support
Use Cases
- Date-based Marketing
- Birthday wishes for individuals
- Anniversary greetings for companies
- Run special promotions
- Contact Analysis
- Age demographics
- Company age statistics
- Contact segmentation
- Contact Organization
- Birthday/Anniversary calendar
- Age/Year-based groups
- Quick contact search
Better Together With
- Email Marketing
- to_partner_dob_send_email: Automate birthday emails
- Personalized greetings
- Scheduled campaigns
- HR Management
- viin_hr_employee_birthday: Track employee birthdays
- viin_hr_employee_relative_birthdate: Manage family dates
- Enhanced HR data management
- CRM Enhancement
- viin_crm_dob: Birthday-based lead scoring
- Customer lifecycle tracking
- Targeted marketing campaigns
Who Should Use This Module
- Customer-centric Businesses
- Focus on personalized customer experience
- Need systematic customer engagement
- Value long-term customer relationships
- Marketing-driven Companies
- Run regular marketing campaigns
- Need customer segmentation by demographics
- Focus on targeted promotions
- Service Industries
- Require strong customer relationship management
- Offer personalized services
- Focus on customer retention
- Relationship-based Businesses
- Prioritize customer loyalty programs
- Need systematic follow-up systems
- Value personal touch in business
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Find with keyword to_partner_dob.
- Press Install.
Instruction
Instruction video: Partner Date of Birth
After installing the module, navigate to Contacts > Access any partner's profile. The Birth Day field will appear.
Note: If the partner is a company, this field will change to Date of Establishment.
In addition, we can filter, search by Birth Day, Day of the month or partner group by Day of Birth.
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.