Birthday Notification for your Customer, Supplier, Employee & Users (Odoo)
A birthday is an occasion when a person or institution celebrates the anniversary of their birth. Birthdays are celebrated in numerous cultures, often with a gift, party, or rite of passage. Normally in our personal life we wish birthday to our friends/relative but in business also birthday wish is most valuable. Most of the businessmen like to wish birthday to their clients. Odoo by default not provide any functionality to store birthday also. Here we provide functionality to save birthdate of your contacts and send automated mail from Odoo.
This module can be useful for any company or user to give birthday greetings to their customers,employees,etc through email for that we have added birthdate field in res partner.
We have Designed template for that and if you want you can design your own mail template.
Set Your Birthday Wish Template
In general setting users can set email template based on their interest or can create new template and set here, Seleted template will be sent to the birthday guy.
This is not limited to mail only if you want to get all birthday notifications you can join Birthday notification Channel.
Birthday Wishes Channel
Interested persons can get all birthday notifications by joining this Channel.
If any company want to call also to their special customers than they can do call based on notifications.
Birthday Wish & Notifications & Reminder Functionality in Odoo
You do not need any technical knowledge to use this functionality. But if you want to use all functioanlity follow below steps.
1> Add birthdate on your contacts.
2> Do changes on mail teplate if you want to make it more attractive. (Default Template is already there so if you dont want changes ignore this step)
3> Ask some one to follow Birthday Channel and based on notification call related person personally.