diff --git a/project.rst b/project.rst index cb804acb2..e8fddf9a7 100644 --- a/project.rst +++ b/project.rst @@ -9,4 +9,3 @@ Project project/tasks project/planning - project/advanced diff --git a/project/advanced.rst b/project/advanced.rst deleted file mode 100644 index 7e3914ecc..000000000 --- a/project/advanced.rst +++ /dev/null @@ -1,8 +0,0 @@ -======== -Advanced -======== - -.. toctree:: - :titlesonly: - - advanced/feedback diff --git a/project/advanced/feedback.rst b/project/advanced/feedback.rst deleted file mode 100644 index 59cf8b6b8..000000000 --- a/project/advanced/feedback.rst +++ /dev/null @@ -1,63 +0,0 @@ -============================== -Gather Feedback from Customers -============================== - -Finding out what your clients think about the experience they have with your company, can inspire -you to have insights on how to improve your product/service, adjusting your business to fit -their needs. It shows that you value their opinions and provides a reliable source of information -to other consumers. - -Set up -====== - -Go to :menuselection:`Project --> Configuration --> Settings` and enable *Use Rating on Project*. - -.. image:: media/rating_project.png - :align: center - :alt: Enable the feature on settings in Odoo Project - -| *Set Email Template to Stages* in order to define the template to be sent at a specific stage(s). -| Choose an existing template or create one on the fly. - -.. image:: media/rating_template.png - :align: center - :alt: Click on set email template and choose one in Odoo Project - -Choosing the projects I want feedback from -========================================== - -| Go to :menuselection:`Project --> Configuration --> Projects --> Edit` and configure the wanted - projects to have the email template previously set sent, by the change of a stage or periodically. -| Enable *Rating visible publicly* if you would like to publish the ratings in order to communicate - them to a customer, prospect or the rest of your team. - -.. image:: media/customer_rating.png - :align: center - :height: 370 - :alt: View of a project's form to choose the customer rating in Odoo Project - -.. tip:: - See the customer rating email sent under the *Log notes* of your task. - - .. image:: media/rating_chatter.png - :align: center - :alt: View of the chatter and the rating email sent to the customer in Odoo Project - -Get reports -=========== - -Under :menuselection:`Project --> Reporting --> Customer Ratings` see ratings by task. - -.. image:: media/rating_report.png - :align: center - :alt: View fo the customer rating report in Odoo Project - -Clicking on the percentage of happy ratings over the last 30 days in the *Projects* overview, -redirects you to your website with more rating details. - -.. image:: media/percentage_happy.png - :align: center - :height: 300 - :alt: Project overview shows the percentage of happy ratings in Odoo Project - - diff --git a/project/advanced/media/customer_rating.png b/project/advanced/media/customer_rating.png deleted file mode 100644 index a8e5adc38..000000000 Binary files a/project/advanced/media/customer_rating.png and /dev/null differ diff --git a/project/advanced/media/percentage_happy.png b/project/advanced/media/percentage_happy.png deleted file mode 100644 index 2f0b92ab6..000000000 Binary files a/project/advanced/media/percentage_happy.png and /dev/null differ diff --git a/project/advanced/media/rating_chatter.png b/project/advanced/media/rating_chatter.png deleted file mode 100644 index 9870419c2..000000000 Binary files a/project/advanced/media/rating_chatter.png and /dev/null differ diff --git a/project/advanced/media/rating_project.png b/project/advanced/media/rating_project.png deleted file mode 100644 index ce57ea146..000000000 Binary files a/project/advanced/media/rating_project.png and /dev/null differ diff --git a/project/advanced/media/rating_report.png b/project/advanced/media/rating_report.png deleted file mode 100644 index d27ea1f5c..000000000 Binary files a/project/advanced/media/rating_report.png and /dev/null differ diff --git a/project/advanced/media/rating_template.png b/project/advanced/media/rating_template.png deleted file mode 100644 index 584c64675..000000000 Binary files a/project/advanced/media/rating_template.png and /dev/null differ