Additional Tags for partner portal
Provide an overview of the basic configured information about each company by using the tags feature, with options to show or hide them, and allow searching for resellers based on selected keywords
Additional Tags for partner portal
Provide an overview of the basic configured information about each company by using the tags feature, with options to show or hide them, and allow searching for resellers based on selected keywords
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
The Odoo platform does not provide a tag feature on the Website
CLUEDOO BEHAVIOR
With the Partner Tags management feature, it becomes straightforward for us to have an overview of the basic information about each company on the Website. Besides, we can not only have options to hide or show tags as desired but also search resellers according to set-up keywords.
MODULE +
CLUEDOO RECOMMENDATIONS
Install on 100% of the database.
HOW TO USE THIS MODULE?
| 1 Go to Settings > Website > Scroll down until we see Partner Tags > Select tags we want to display on the website.
|
|
2 Go to Contacts > Choose a Company partner that we would like to feature > Move to Partner Assignment Tab > We assign a company's partner level and enter fields: Industry Type, Scope, Sizes, Countries, Odoo Users > Save Note: Only after we choose Partner Level can we save entered information |
|
3 After the above step is completed, we click on the button More > Go to Website > In the detailed form of the company on the website, we can see all of the selected tags along with the filled-in information and the partner level |
|
4 Click on the button Back to resellers > We can see all of the published companies here with their tags Note: If we want a company to be displayed on the reseller form, we need to let it be published |
|
5 By selecting one of the keywords from the list of each field, you can search for resellers based on the chosen keywords.
|
|
