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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 Review` configurations. These are **only** present when the *Enterprise Resellers* module is
installed. 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slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position.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 Membership tab
-------------- --------------
Finally, there is the :guilabel:`Membership` tab, which can help users manage any memberships that Finally, there is the :guilabel:`Membership` tab on contact forms, which can help users manage any
are being offered to this specific contact. It should be noted that this tab only appears when the memberships that are being offered to this specific contact. It should be noted that this tab
*Members* applications is installed. **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 Smart buttons
============= =============