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Standard Business Process
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F04 Customer Support - Triage
F04 Customer Support - Triage
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A Github account and Odoo.sh [1] is required to proceed with SME Installation [2]
Create a GitHub Account *
Go to https://github.com/ [3] Click on 'Sign up' Enter your email address Enter a secure password Enter a username Click on 'Continue' Answer the 'are you human?' verification Complete email verification Click 'create account' On the 'where teams collaborate and ship' page, select 'Continue for free' You will now see your GitHub dashboard
Create Your Odoo.sh [4] Account * With GitHub open on one tab, open a new tab on your browser and go to https://www.odoo.sh/ [5] Click on 'Sign In' - you should automatically be signed in using your GitHub account, if not, then sign in using your GitHub credentials Click on 'Authorize Odoo' On the Deploy your platform page: Select 'New Private
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*Overview*
The Silverdale attendance module allows employees without users, that is, without access to Odoo backend to access to the portal to do the check/in and checkout. As a result, the attendance of all employees can be tracked without increasing license costs.
* Silverdale attendance feature
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With this feature, portal users can now view their attendance along with the number of hours they have worked in the portal. It also allows them to review their daily check-in and check-out timings and ensures transparency in the attendance tracking process.
Configuration
Go to settings and enable *attendance on portal* from Silverdale attendance extension. User Impact Once the configuration is made, you will be able to see the attendance module in the portal.
Clicking on attendance wi
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*Overview *
The Silverdale Audit extension allows users to generate reports with the following information:
* Installed App Chart *
List of all apps in the PDF report along with the authors of the applications.
* Installed App Category *
List of all the apps along with their category, indicating which application belongs to which category (Sales, Accounting, etc.).
* Show Security Roles *
List of all the users along with the roles and rights they are assigned for the particular module.
* Company Configuration *
List of all configuration settings for every single module and field.
* Show Studio Changes *
List of all changes made in Studio, along with field name, field label, model, and type.
* Installed App List *
List of all the applications that are installed along with
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Overview
Good contact management is a basic building block in any client-facing process. For example, having contacts with incorrect data is often a problem that can be costly in many ways. Silverdale contacts extension will help you with two key issues: having correct addresses and controlling in detail which kind of documents each contact has access to via the client portal.
Silverdale contacts offers the following features:
USPS address validation [1]
Client portal access rights per contact [2]
Auto create contact reference [3] Individual first and last name [4]
USPS Address Validation
Silverdale USPS Address Validation allows users to validate the address in real-time using USPS validation, which reduces issues when mailing, doing deliveries or preparing any documentation that displ
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*Overview*
The Silverdale document extension includes a number of features that makes document management easier.
Key features:
Customer document on portal [1] Upload document to Wasabi [2]
Customer documents on portal
This feature allows the customer to upload and view the documents on the portal that they have uploaded. Users can preview the documents and download them; work spaces can be configured by internal users.
Configuration
Go to settings and enable customer documents on the portal from the Silverdale document extension. User can setup workspace right away from the drop down or go to document/configuration and create a new workspace.
Once configured, go to documents and in configuration click on portal directories to setup a one. In portal directories, add contacts;
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*Overview*
The Silverdale E-commerce extension two effective quality of life features :
Addition of dependent products [1] None [2] Cancel abandoned cart
Addition of dependent products
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T his feature allows users to add dependent products that are required to be sold along with other products. Once a product is sold, all the depende products will be automatically added to the cart.
Configuration
Go to settings and enable *dependent products *in the Silverdale e-commerce extension. You also need to enable *variants *in inventory products to have the settings updated and be able to access product variants in inventory.
User Impact
1. Once done, go to Inventory and then click on product variant* and add or update an existing product; as an example, we have created a new product door.
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* Overview *
Silverdale e-learning extension is the standard module by adding new options on how to publish videos and adding some some quality of life improvements:
Vimeo videos in e-learning [1] Publish/ Unpublish in e-learning [2] E-learning document videos [3] Multiple attendees invitation [4] * Vimeo Videos in E-Learning
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Enabling this feature allows you to upload any vimeo video by adding the URL.
Configuration Go to settings and enable vimeo videos in Silverdale e-learning extension tab.
User Impact
Once extension is enabled go to E-learning Module and Create or update your Course. Click on Add content, which will open a popup, enter a title for the content, select Vimeo Video as the type, and enter the URL for the Vimeo Video.
3. Once added, click save and close;
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* Overview * The Silverdale General Extension provides useful features for managing Odoo applications more effectively. By enabling this extension, users gain more control over the creation of records on the fly for different models, which can prevent the creation of invalid records and help avoid invoicing errors. Silverdale General Extension provides two improvements that are applicable to any Odoo application:
Control Creation of records on M2O Fields
Uninstall Multiple Modules
Control Creation Of Records On M20 Fields **
* Silverdale extension lets you have better control on ODOO for the creation of any models on the fly. This can drastically reduce errors by avoiding duplicated products, contacts, or any other type of entry specially when new employees are starting to use Odoo. It al