documentation/content/applications/services/project/advanced/feedback.rst
Antoine Vandevenne (anv) 6f125de01b [MOV] content/*: move resource files into their related page's directory
Since odoo/documentation#903, the guideline for the location of new
resource (images, downloadable files, RST includes...) files is to place
those inside the directory of the RST page that references them.

For example, if `doc1.rst` has a reference to `image.png` and to
`download.zip`, the file structure should look like this:

├── parent_doc/
│     └── doc1/
│     │     └── image.png
│     │     └── download.zip
│     └── doc1.rst
│     └── doc2.rst
├── parent_doc.rst

Before this commit, most of the resource files were still located inside
'media' directories holding all the resource files referenced by RST
pages located at the same level as these directories. In the example
above, a single 'media' directory would hold all the resource files
referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from
figuring out easily which resource file was referenced by which RST page
and, thus, lead to unused resource files piling up in the repository. It
also made it more complicated to define codeowners regex rules because a
team could not simply be assigned to `/some_page.*` but needed to be
assigned to both `/some_page\.rst` and to the location of 'media'.

In order to help new content writers figure out the guideline when
taking examples from other RST pages, this commit retroactively applies
the guideline to existing resource files and 'media' directories. The
left-over resource files that are not referenced by any RST page are
removed.

task-2497965

closes odoo/documentation#2006

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-05-19 11:33:49 +02:00

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:: feedback/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:: feedback/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:: feedback/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:: feedback/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:: feedback/rating_report.png
:align: center
:alt: View of 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:: feedback/percentage_happy.png
:align: center
:height: 300
:alt: Project overview shows the percentage of happy ratings in Odoo Project