+
+ +
+ Project Name :
+
+
+
+
+ +
+
+
+
+
+
+ +
+
+
+
+
+
+
+
+ + Project Report +
++ +
+ Project Name :
+
+ | + Customer Name: + | +
+ |
+
| + Project Manger: + | +
+ |
+
| + Planned Date + | +
+ |
+
+ +
Tasks:
+ +| Task Name | +Planned Hours | +Spent Hours | +Remaining Hours | +Assigned To | +Assigning Date | +Deadline | +Stage | + +
|---|---|---|---|---|---|---|---|
|
+ |
+
+ |
+
+ |
+
+
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+ +
Volunteer Details
+ +| Volunteer | +Volunteer Type | +Volunteer Skill | +Phone | +|
|---|---|---|---|---|
|
+ |
+
+ |
+
+ |
+
+
+ |
+
+ |
+
+
+
+
+
+
+ 
+
+
+
+
+
+
+ Community
+
+
+ Enterprise
+
+
+ Odoo.sh
+
+
+
+
+
+
+
+ 
+
+ + Volunteers and Donors Management + +
+A Module For Managing Volunteers and Donors
+ +
+
+
+
+ 
+
+
+ Explore This + Module
+
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+ Overview +
+
+
+
+
+
+
+ This app allows you to manage your Volunteers and Donors in Odoo and allows you to create projects and tasks with Volunteers. It also allows you to select Volunteer and Donor details on CRM of lead / pipelines.
+
+
+
+
+ 
+
+
+ Features +
+
+
+
+
+
+
+
+
+
+ 
+ Allow you to create and manage Volunteers and Donors in Odoo.
+
+
+
+ Allow you to create and manage Volunteers and Donors in Odoo.
+
+
+ Allow you to add Volunteers Types ,Volunteer Skills.
+
+
+ Allow you to add Volunteers Types ,Volunteer Skills.
+
+
+ The project will allow you to select Volunteers specifically for that particular project.
+
+
+ The project will allow you to select Volunteers specifically for that particular project.
+
+
+ Project pdf report with Volunteers details.
+
+
+ Project pdf report with Volunteers details.
+
+
+ Allow you to share tasks to Volunteer on the portal of your website.
+
+
+ Allow you to share tasks to Volunteer on the portal of your website.
+
+
+ CRM Lead/Pipeline form with Donor and Volunteer details.
+
+
+
+ CRM Lead/Pipeline form with Donor and Volunteer details.
+
+
+
+
+ 
+
+
+ Screenshots +
+
+
+
+
+
+
+
+
+
+ Volunteers and Donors Menu,
+
+ 
+
+
+ Volunteers and Donors Menu,
Users can only access the module if they have the user group "Volunteers Donors Management-User".
+
+
+
+
+
+ 
+
+
+ Volunteers Kanban View + +
+
+
+ 
+
+
+ Donors Kanban View
+ +
+
+ 
+
+
+ Volunteer Types Tree View
+
+
+ 
+
+ Volunteer Types Form View.
+Create Volunteer Types. +
+
+
+ 
+
+ Volunteer Types Tree View.
+Under Configuration>Volunteer Skills. + +
+Here we can create Volunteer skills. + +
+ +
+
+ 
+
+ Donor Types Tree View
+
+
+ 
+
+ Donor Types Form View.
+Create Donor Types. +
+
+
+ 
+
+ Volunteers Form View with Sales & Purchase Tab + .
+Under Contacts > Customer > Sale & Purchase Tab. +
+You can Check whether Customer is A Volunteer or a Donor. +
+
+
+ 
+
+ Under Volunteer Details Tab,You Can Set The Volunteer Type and Volunteer Skill The Volunteer have.
+
+
+ 
+
+ Donors Form View With Sales & Purchase Tab.
+ +
+
+ 
+
+ Under Donor Details Tab,You Can Set The Donor Type For The Donor.
+
+
+ 
+
+ Create A New Project + .
+Under Project > Configurations > Projects>Create + +
+Here you can select the Volunteers from the Volunteer Details Tab. + + +
+
+
+ 
+
+ Under Project Set Visibility To Invited Portal Users And All Internal Users .
+
+
+ 
+
+ Under Project Select Tasks And You Can Assign Volunteers For A Particular Volunteer Selected From Project Details Tab .
+
+
+ 
+
+
+ On Adding Volunteers Inside Task It Will Automatically Add Followers Based On Volunteers Inside The Task .
+
+
+ 
+
+Task Menu Portal My Account .
+Here the user can also check the tasks he assigned in the Portal Access Menu +
+
+
+ 
+
+Portal Task View .
+ +
+
+ 
+
+Print Project Report Menu. +
+ +
+
+ 
+
+
+Report Template Of Project. +
+ +
+
+ 
+
+
+Pipeline Form View With Volunteer Details Tab + . +
+Under CRM Changing the Customer will automatically write the Volunteer Details by odoo itself. + +
+ +
+
+ 
+
+
+
+
+
+ Pipeline Form View With Donor Details Tab + . +
+Same goes for Donor Details Changing the Customer will automatically write the Donor Details by odoo itself. + +
+ +
+
+
+
+ 
+
+
+ + Suggested + Products +
+
+
+
+
+
+
+
+
+ 
+ 
+ 
+ 
+ 
+
+
+
+
+ 
+
+
+ Our Services +
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+ + Odoo + Customization
+
+
+
+
+ 
+
+
+ + Odoo + Implementation
+
+
+
+
+
+ 
+
+
+ + Odoo + Support
+
+
+
+
+ 
+
+
+ + Hire + Odoo + Developer
+
+
+
+
+ 
+
+
+ + Odoo + Integration
+
+
+
+
+
+ 
+
+
+ + Odoo + Migration
+
+
+
+
+ 
+
+
+ + Odoo + Consultancy
+
+
+
+
+ 
+
+
+ + Odoo + Implementation
+
+
+
+ 
+
+
+ + Odoo + Licensing Consultancy
+
+
+
+
+ 
+
+
+ Our + Industries +
+
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+ + Trading +
++ Easily procure + and + sell your products
+
+
+
+
+ 
+
+
+ + POS +
++ Easy + configuration + and convivial experience
+
+
+
+
+ 
+
+
+ + Education +
++ A platform for + educational management
+
+
+
+
+ 
+
+
+ + Manufacturing +
++ Plan, track and + schedule your operations
+
+
+
+
+ 
+
+
+ + E-commerce & Website +
++ Mobile + friendly, + awe-inspiring product pages
+
+
+
+
+ 
+
+
+ + Service Management +
++ Keep track of + services and invoice
+
+
+
+
+ 
+
+
+ + Restaurant +
++ Run your bar or + restaurant methodically
+
+
+
+ 
+
+
+ + Hotel Management +
++ An + all-inclusive + hotel management application
+
+
+
+ 
+
+
+ Support +
+
+
+
\ No newline at end of file
diff --git a/volunteers_donors_management/views/crm_lead_views.xml b/volunteers_donors_management/views/crm_lead_views.xml
new file mode 100755
index 000000000..e73834036
--- /dev/null
+++ b/volunteers_donors_management/views/crm_lead_views.xml
@@ -0,0 +1,28 @@
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+ 
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+ 
+
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+ 
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+