[REM] project: remove advanced.rst (#821)
These pages documented very straightforward screens and flows that a user can easily figure out without the help of dedicated documentation. Besides, those screens are frequently reworked, thus requiring to maintain the related pages very closely. This commit removes such low values pages to reduce the technical debt and allow focusing on actually useful documentation pages.
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@ -9,4 +9,3 @@ Project
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project/tasks
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project/planning
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project/advanced
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@ -1,8 +0,0 @@
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========
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Advanced
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========
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.. toctree::
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:titlesonly:
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advanced/feedback
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==============================
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Gather Feedback from Customers
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==============================
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Finding out what your clients think about the experience they have with your company, can inspire
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you to have insights on how to improve your product/service, adjusting your business to fit
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their needs. It shows that you value their opinions and provides a reliable source of information
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to other consumers.
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Set up
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======
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Go to :menuselection:`Project --> Configuration --> Settings` and enable *Use Rating on Project*.
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.. image:: media/rating_project.png
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:align: center
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:alt: Enable the feature on settings in Odoo Project
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| *Set Email Template to Stages* in order to define the template to be sent at a specific stage(s).
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| Choose an existing template or create one on the fly.
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.. image:: media/rating_template.png
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:align: center
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:alt: Click on set email template and choose one in Odoo Project
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Choosing the projects I want feedback from
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==========================================
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| Go to :menuselection:`Project --> Configuration --> Projects --> Edit` and configure the wanted
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projects to have the email template previously set sent, by the change of a stage or periodically.
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| Enable *Rating visible publicly* if you would like to publish the ratings in order to communicate
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them to a customer, prospect or the rest of your team.
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.. image:: media/customer_rating.png
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:align: center
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:height: 370
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:alt: View of a project's form to choose the customer rating in Odoo Project
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.. tip::
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See the customer rating email sent under the *Log notes* of your task.
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.. image:: media/rating_chatter.png
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:align: center
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:alt: View of the chatter and the rating email sent to the customer in Odoo Project
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Get reports
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===========
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Under :menuselection:`Project --> Reporting --> Customer Ratings` see ratings by task.
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.. image:: media/rating_report.png
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:align: center
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:alt: View fo the customer rating report in Odoo Project
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Clicking on the percentage of happy ratings over the last 30 days in the *Projects* overview,
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redirects you to your website with more rating details.
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.. image:: media/percentage_happy.png
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:align: center
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:height: 300
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:alt: Project overview shows the percentage of happy ratings in Odoo Project
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