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[IMP] Contacts: memberships and partners tabs

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closes odoo/documentation#9807

X-original-commit: 8beae0b9e5
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
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jero-odoo 2024-06-11 15:47:56 -04:00
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content/applications/essentials/contacts.rst
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@ -178,12 +178,67 @@ section, and other partner options, including :guilabel:`Partner Activation` and
Review` configurations. These are **only** present when the *Enterprise Resellers* module is
installed.
To publish a list of all active partners on the website, a new webpage must be created first.
To create a new webpage, navigate to :menuselection:`Website app --> Site --> Pages`, and click
:guilabel:`New`. Hover over the :guilabel:`Blank Page` template, and click the :guilabel:`Use this
template` button to create a new page.
In the :guilabel:`New Page` pop-up window that appears, enter an appropriate title, like `Partners`,
in the :guilabel:`Page Title` field. Then, click :guilabel:`Create`. In the :guilabel:`Edit` toolbar
on the far-right of the page, click :guilabel:`Save`.
Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a
partner. From that partner's contact form, click the :guilabel:`Go to Website` smart button at the
top of the page to open that partner's webpage.
Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and use the :doc:`building
blocks <../websites/website/web_design/building_blocks>` to add any additional design elements, or
information about the partner.
.. tip::
A company summary is a useful addition to this page.
After making any necessary changes to the page, click :guilabel:`Save`. At the top of the page,
slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position.
Repeat these steps for all partners.
Membership tab
--------------
Finally, there is the :guilabel:`Membership` tab, which can help users manage any memberships that
are being offered to this specific contact. It should be noted that this tab only appears when the
*Members* applications is installed.
Finally, there is the :guilabel:`Membership` tab on contact forms, which can help users manage any
memberships that are being offered to this specific contact. It should be noted that this tab
**only** appears when the *Members* application is installed.
Activate membership
~~~~~~~~~~~~~~~~~~~
To activate a contact's membership, click :guilabel:`Buy Membership` in the :guilabel:`Membership`
tab of a contact form. On the pop-up window that appears, select a :guilabel:`Membership` from the
drop-down menu. Then, configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership`
when both fields are filled in.
Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the
:guilabel;`Membership` tab of a contact form.
To publish a list of all active members on the website, a new webpage must be created first. To
create a new webpage, navigate to :menuselection:`Website app --> Site --> Pages`, and click
:guilabel:`New`. Hover over the :guilabel:`Blank Page` template, and click the :guilabel:`Use this
template` button to create a new page.
In the :guilabel:`New Page` pop-up window, enter an appropriate title, like `Members`, in the
:guilabel:`Page Title` field. Then, click :guilabel:`Create`. In the :guilabel:`Edit` toolbar on the
far-right of the page, click :guilabel:`Save`.
Return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a member.
Click the :guilabel:`Go to Website` smart button at the top of the page to open the member's
webpage.
After making any necessary changes to the page, click :guilabel:`Save`. At the top of the page,
slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position.
Repeat these steps for all members.
Smart buttons
=============