Metadata-Version: 2.1
Name: odoo12-addon-crm-event
Version: 12.0.1.0.0.99.dev6
Summary: Link opportunities to event categories
Home-page: https://github.com/OCA/event
Author: Tecnativa, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Platform: UNKNOWN
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 12.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 4 - Beta
Requires-Python: >=3.5
Requires-Dist: odoo <12.1dev,>=12.0a

==================
CRM Event Category
==================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fevent-lightgray.png?logo=github
    :target: https://github.com/OCA/event/tree/12.0/crm_event
    :alt: OCA/event
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    :target: https://translation.odoo-community.org/projects/event-12-0/event-12-0-crm_event
    :alt: Translate me on Weblate
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    :target: https://runboat.odoo-community.org/builds?repo=OCA/event&target_branch=12.0
    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module extends the functionality of CRM opportunities (and leads, if
enabled) to support linking them to event categories and to allow you to keep
track of leads interested in an upcoming event of some category.

This is useful if you organize your events based on the amount of people
interested in a certain category of event.

**Table of contents**

.. contents::
   :local:

Configuration
=============

To make use of this module, a user needs these minimal permissions:

- Sales / User: Own Documents Only
- Events / User

Usage
=====

To link a lead or opportunity to an event category:

#. Go to *CRM > Pipeline* and pick one lead.
#. Go to the lead form.
#. Use the new field *Event category*.

To know if there are events planned of a certain category:

#. Go to *Events > Configuration > Event Categories* and pick one.
#. Use the new *Events* smart button.

   * It only counts those that are upcoming or running.
   * The number between parenthesis is the available seats sum of all those events.

To know if there is people interested in a certain category of event:

#. Go to *Events > Configuration > Event Categories* and pick one.
#. Use the new *Opportunities* smart button.

   * It only counts opportunities that aren't won or lost.
   * The number between parenthesis is the wanted seats sum of all those events.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/event/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/event/issues/new?body=module:%20crm_event%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Tecnativa

Contributors
~~~~~~~~~~~~

* Jairo Llopis <jairo.llopis@tecnativa.com> (https://www.tecnativa.com/)

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-Yajo| image:: https://github.com/Yajo.png?size=40px
    :target: https://github.com/Yajo
    :alt: Yajo

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-Yajo| 

This module is part of the `OCA/event <https://github.com/OCA/event/tree/12.0/crm_event>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.


