Customer Profiling

crm_profiling · odoo/odoo

    Repository
    odoo/odoo · module folder
    Module version
    1.3
    Category
    Marketing
    Folder size
    0.59 MB
    License
    LGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://www.odoo.com/page/crm
    Last tracking update
    2026-08-07 04:53:24
    Authors
    OpenERP SA
    Maintainers
    OpenERP SA
    Committers
    Antony Lesuisse, Vo Minh Thu, Olivier Dony, Launchpad Translations on behalf of openerp, Fabien Pinckaers, Raphael Collet, Fabien Meghazi, Martin Trigaux, Odoo Translation Bot, Richard Mathot, Aaron Bohy
    Odoo dependencies
    odoo/odoo:
    - base
    - crm
    - base_action_rule
    - resource
    - mail
    - base_setup
    - web_kanban
    - web
    - sales_team
    - web_kanban_sparkline
    - email_template
    - calendar
    - web_calendar
    - board
    - fetchmail
    Python dependencies
    None
    System dependencies
    None
    Required by
    opl_all
    Description
    This module allows users to perform segmentation within partners.
=================================================================

It uses the profiles criteria from the earlier segmentation module and improve it. 
Thanks to the new concept of questionnaire. You can now regroup questions into a 
questionnaire and directly use it on a partner.

It also has been merged with the earlier CRM & SRM segmentation tool because they 
were overlapping.

    **Note:** this module is not compatible with the module segmentation, since it's the same which has been renamed.

    Code Analysis ⓘ

    Views touched (13)
    XML IDNameModelTypeStatus
    crm_segmentation-view crm.segmentation.form crm.segmentation form Inherits crm.crm_segmentation-view
    open_questionnaire_form open.questionnaire.form open.questionnaire form New
    view_answer Answers crm_profiling.answer tree New
    view_answer_form Answers crm_profiling.answer form New
    view_open_questionnaire_form Open Questionnaires open.questionnaire form New
    view_open_questionnaire_line_form open.questionnaire.line.form open.questionnaire.line form New
    view_open_questionnaire_line_tree open.questionnaire.line.list open.questionnaire.line tree New
    view_partner_crm_segmentation_tree crm.segmentation.tree crm.segmentation tree New
    view_partner_form res.partner.profile.form res.partner form Inherits base.view_partner_form
    view_question_form Questions crm_profiling.question form New
    view_question_tree Questions crm_profiling.question tree New
    view_questionnaire_form Questionnaires crm_profiling.questionnaire form New
    view_questionnaire_tree Questionnaires crm_profiling.questionnaire tree New
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (0)

    No models found for this module.

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