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crm_profiling management (crm_profiling)¶

Official module:
Module:	crm_profiling
Name:	crm_profiling management
Version:	5.0.1.3
Author:	Tiny
Directory:	crm_profiling
Web:	http://www.openerp.com
	yes
Quality certified:
	yes

Description¶

This module allows users to perform segmentation within partners.
    It uses the profiles criteria from the earlier segmentation module and improve it. Thanks to the new concept of questionnaire. You can now regroup questions into a questionnaire and directly use it on a partner.

    It also has been merged with the earlier CRM & SRM segmentation tool because they were overlapping.

    The menu items related are in "CRM & SRM\Configuration\Segmentations"

    * Note: this module is not compatible with the module segmentation, since it's the same which has been renamed.

Download links¶

You can download this module as a zip file in the following version:

4.2

5.0

trunk

Dependencies¶

base

crm

Reports¶

None

Menus¶

CRM & SRM/Configuration/Segmentations/Questionnaires

CRM & SRM/Configuration/Segmentations/Questions

Views¶

Questionnaires (tree)

Questionnaires (form)

Answers (tree)

Answers (form)

Questions (tree)

Questions (form)

* INHERIT res.partner.profile.form (form)

crm.segmentation.tree (tree)

Objects¶

Object: Question (crm_profiling.question)¶

answers_ids:	Available answers, one2many

name:	Question, char, required

Object: Questionnaire (crm_profiling.questionnaire)¶

description:	Description, text, required

name:	Questionnaire, char, required

questions_ids:	Questions, many2many

Object: Answer (crm_profiling.answer)¶

name:	Answer, char, required

question_id:	Question, many2one