64 lines
2.2 KiB
ReStructuredText
64 lines
2.2 KiB
ReStructuredText
==============================
|
|
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
|
|
|
|
|