Customer Profiling

crm_profiling
REPOSITORY
REPOSITORYodoo/odoo
GIT
GIThttps://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDERhttps://github.com/odoo/odoo/tree/8.0/crm_profiling
VERSION
VERSION 1.3
CATEGORY
CATEGORYMarketing
LICENSE
LICENSELGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOpenERP SA
MAINTAINERS
MAINTAINERSOpenERP SA
COMMITTERS
COMMITTERSRaphael Collet, Odoo Translation Bot, Martin Trigaux, Fabien Pinckaers, Antony Lesuisse, Olivier Dony, Vo Minh Thu, Launchpad Translations on behalf of openerp, Fabien Meghazi, Richard Mathot, Aaron Bohy
WEBSITE
WEBSITEhttps://www.odoo.com/page/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-05 23:45:39
ODOO DEPENDENCIES
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
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
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 notebook 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 notebook 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
Models touched (0)

No models found for this module.

REPOSITORY
REPOSITORYodoo/odoo
GIT
GIThttps://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDERhttps://github.com/odoo/odoo/tree/7.0/crm_profiling
VERSION
VERSION 1.3
CATEGORY
CATEGORYMarketing
LICENSE
LICENSELGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOpenERP SA
MAINTAINERS
MAINTAINERSOpenERP SA
COMMITTERS
COMMITTERSRaphael Collet, Jagdish Panchal (Open ERP), Twinkle Christian (OpenERP), Cecile Tonglet, Rucha (Open ERP), Odoo Translation Bot, Numerigraphe - Lionel Sausin, Pinakin Nayi (OpenERP), Harry (OpenERP), Antonin Bourguignon, ajay javiya (OpenERP), Martin Trigaux, Ajay Chauhan (OpenERP), Purnendu Singh (OpenERP), Fabien Pinckaers, Meera Trambadia (OpenERP), Olivier Dony, Twinkle (OpenERP), Divyesh Makwana (Open ERP), Vo Minh Thu, Hardik, pso (OpenERP), Sbh (Openerp), Amit Patel (OpenERP), Launchpad Translations on behalf of openerp, Quentin (OpenERP), Mayur Maheshwari (OpenERP), Jigar Amin - OpenERP, Sanjay Gohel (Open ERP), help, Amit Patel
WEBSITE
WEBSITEhttp://www.openerp.com
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-05 23:43:09
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - base
    - crm
    - base_action_rule
    - mail
    - base_setup
    - web_kanban
    - web
    - base_status
    - process
    - email_template
    - base_calendar
    - resource
    - board
    - fetchmail
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
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.crm_segmentation-view crm.segmentation.form crm.segmentation form New
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 notebook 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
Models touched (0)

No models found for this module.

REPOSITORY
REPOSITORYodoo/odoo
GIT
GIThttps://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDERhttps://github.com/odoo/odoo/tree/6.1/crm_profiling
VERSION
VERSION 1.3
CATEGORY
CATEGORYMarketing
LICENSE
LICENSELGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOpenERP SA
MAINTAINERS
MAINTAINERSOpenERP SA
COMMITTERS
COMMITTERSRaphael Collet, Stephane Wirtel, DBR (OpenERP), Harry (OpenERP), Fabien Pinckaers, Olivier Dony, Vo Minh Thu, Launchpad Translations on behalf of openerp, vro, niv-openerp, Ujjvala Collins (OpenERP), Xavier Morel, Jigar Amin, Carlos Vásquez, Els Van Vossel, Israel Fermin Montilla, Hardik Ansodariy (OpenERP), ron@tinyerp.com
WEBSITE
WEBSITEhttp://www.openerp.com
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-05 23:41:35
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - base
    - crm
    - base_action_rule
    - mail
    - base_tools
    - base_setup
    - process
    - base_calendar
    - resource
    - board
    - fetchmail
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
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.crm_segmentation-view crm.segmentation.form crm.segmentation form New
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 notebook 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
Models touched (0)

No models found for this module.