[ADD] CRM: Membership/Partnership module page #15319
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theRealThagomizer
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Felicious
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erjer-odoo
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Hi @theRealThagomizer !
Appreciate your efforts so far documenting something that didn't exist before and collaborating with Valentine (: Requested some reordering of information and after that, this landing page is in a good spot to be published so customers have something to refer to!
As discussed, in the forward ports, we'll remove the changes in 18 --> 19 section so the content that's specific to version 19 doesn't get duplicated into newer versions and get outdated.
| Memberships / Partnerships module, open the **CRM** app, then navigate to | ||
| :menuselection:`Configuration --> Settings`. In the **CRM** section of the Settings screen, check | ||
| the :guilabel:`Membership / Partnership` box to activate the module. The name given to affiliates | ||
| can also be customized. By default, it is set to “Members”. |
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| can also be customized. By default, it is set to “Members”. | |
| can also be customized. By default, it is set to `Members`. |
we typically use backticks for user input (:
| Beginning with 19.0, the **Membership** app has been replaced by the Membership / Partnership | ||
| module. This module captures all of the functionality of the **Membership** app, but in a module | ||
| that is better integrated with other essential apps without requiring a specific **Accounting** | ||
| module. This replacement does not break any existing membership information when upgrading to 19.0. | ||
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| Membership / Partnership module capabilities | ||
| ============================================ | ||
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| The new Membership / Partnership module allows: | ||
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| - measuring membership activity, inactivity, signup, and churn rates | ||
| - viewing membership renewals and expirations | ||
| - following up on membership dues and associated payments | ||
| - communicating quickly with members, including sending email blasts based on members' current | ||
| status | ||
| - assigning different membership levels to members | ||
| - organizing members-only events | ||
| - creating membership lists populated with contact info and other details about members |
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let's swap the order! we'll have the intro describing the functions of the module and have a section below titled something like "changes between 18 --> 19" or something sounding more professional to have the version control part confined to that section
| The Membership / Partnership module is completely integrated with both the **Sales** and | ||
| **Subscriptions** apps. Memberships can be created and sold as both regular and subscription | ||
| products. |
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Can we reword this to be more direct about the functionality? Can we reword this to:
Memberships can be sold through sales orders or subscriptions products so the business (Odoo user) can [list the benefit]
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Approved with minor style comments, @theRealThagomizer (:
@robodoo delegate+
| Memberships / Partnerships module, open the **CRM** app, then navigate to | ||
| :menuselection:`Configuration --> Settings`. In the **CRM** section of the Settings screen, check |
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| Memberships / Partnerships module, open the **CRM** app, then navigate to | |
| :menuselection:`Configuration --> Settings`. In the **CRM** section of the Settings screen, check | |
| Memberships / Partnerships module, go to :menuselection:`CRM app --> Configuration --> Settings`. In the :guilabel:`CRM` section, check |
Co-authored-by: Felicia Kuan <feku@odoo.com>
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Hi, Felicia!
This adds a new page to the CRM section offering a high level overview of the Membership/Partnership module that replaced the Membership app in 19.0. This resolves task https://www.odoo.com/odoo/action-4043/4735284, but is not meant to serve as detailed documentation at this time.
This 19.0 PR can be FWP up to master.