Portefolier
Information about the Portefolier instance of Odoo, the Open Source ERP.
Installed Applications
- Survey Portal | Survey Answers Portal | Website Portal for Survey
- Survey Portal View Survey Answers from Portal Print Survey Answers PDF Your to customer portal user to view survey answers from the website to my account portal Odoo Print Survey Answers PDF enables you to save or print survey responses in PDF for analysis and record keeping. Further, you can save the responses in the system or any remote storage Export Survey Answer In XLS Export Survey Answer In XLS Report Export Survey In XLS Export Completed Survey Answers Export Group Surveys Export Survey In Excel Export Survey In XLSX Export Survey XLSX Survey Export Survey Excel Odoo
- Project Advance Team Management
- The module allows you to create and manage teams in odoo. The user can assign team members and leader to the projects.
- Sales
- From quotations to invoices
- Invoicing
- Invoices & Payments
- CRM
- Track leads and close opportunities
- Website
- Enterprise website builder
- Inventory
- Manage your stock and logistics activities
- Accounting
- Manage financial and analytic accounting
- Purchase
- Purchase orders, tenders and agreements
- Project
- Organize and plan your projects
- eCommerce
- Sell your products online
- Email Marketing
- Design, send and track emails
- Timesheets
- Track employee time on tasks
- Studio
- Create and customize your Odoo apps
- Documents
- Collect, organize and share documents.
- Employees
- Centralize employee information
- AI
- A powerful suite of AI tools and agents integrated directly into your Odoo environment.
- Task Delegation and Subtasks Odoo
- Apps use for Project task Subtasks management and Task Delegation project subtask project sub task tracking project sub-tasks task allocation Task SubTask Checklist Task checklist Add Subtasks on Project Task Add Subtasks on task Custom task customize task
- Knowledge
- Centralize, manage, share and grow your knowledge library
- Activity Base
- Activity Management Odoo, Activity Scheduler Odoo, Manage Project Activity, Manage Employee Activity Module, Manage Supervisor Activity, Filter Completed Activity,filter planned Activity Odoo
- All In One PMS | Project Management System | All-in-One PMS system
- Update Project Stage,Overdue Task Email,Project Checklist,Project Priority,Task Priority,Auto Project Task Stage,Task To Multiple User,Print Project Report,Task Auto Assign,Task Checklist,Task Custom Field,Update Task,Task Subtask,Task Timer odoo,Project Team Management
- Base Document Management
- Account Document Management Invoice Document Management Bill Document Management Credit Note Document Management Debit Note Document Management Invoices Documents Management Bills Documents Management Credit Notes Documents Management Debit Notes Documents Management Customer Document Management Customers Documents Management Sales Document Management Sales Order Document Management Sale Order Document Management Quotation Document Management Sales Documents Management Sales Orders Documents Management Sale Orders Documents Management Quotation Documents Management Purchase Document Management Purchase Order Document Management Request For Quotation Document Management RFQ Document Management Purchase Documents Management Purchase Orders Documents Management Requests For Quotations Documents Management RFQ Documents Management Employee Document Management Employees Document Management Contact Document Management Contacts Documents Management Project Document Management Projects Documents Management Project Task Document Management Projects Tasks Documents Management Odoo Manage Document In Odoo Manage Document Odoo
- Popup Message
- create Success message create warnings message create alert message box wizard success popup message alert popup email popup module odoo custom popup message custom pop up message
- Sub Project Management
- Manage Sub Project Subproject Management Task Sub Task Project Under Project Under Sub Project Planning Project Task Planning Sub Project Planning Project Sub-Project Management Parent-child projects Project SubProject Parent child project Odoo Project Sub Projects Management Manage Sub Projects Project Sub Projects Hierarchy Projects Hierarchy Parent Projects Child Projects Divide Project into Multiple Sub Projects Divide Project into Sub Projects
- Selection Field
- Taxsurety Dashboard Access
- Taxsurety Dashboard Access Fields
- TaxSurety Famqool Home
- Famqool Home Page
- Sign
- Send and request electronic signatures.
- Helpdesk
- Track, prioritize, and solve customer tickets
- Subscriptions
- Generate recurring invoices and manage renewals
- eLearning
- Manage and publish an eLearning platform
- Planning
- Manage your employees' schedule
- Events
- Publish events, sell tickets
- Discuss
- Chat, mail gateway and private channels
- Contacts
- Centralize your address book
- Calendar
- Schedule employees' meetings
- Social Marketing
- Manage your social media and website visitors
- Marketing Automation
- Build automated mailing campaigns
- Live Chat
- Chat with your website visitors
- Appointments
- Allow people to book meetings in your agenda
- Surveys
- Send your surveys or share them live.
- SMS Marketing
- Design, send and track SMS
- Barcode
- Use barcode scanners to process logistics operations
- Notes
- Organize your work with memos
- To-Do
- Organize your work with memos and to-do lists
- Skills Management
- Manage skills, knowledge and resume of your employees
Installed Localizations / Account Charts
- 1099 Reporting
- Easily export 1099 data for e-filing with a 3rd party.
- US Checks Layout
- Print US Checks
- NACHA Payments
- Export payments as NACHA files