How Can Teams Manage Portal Share for Schedule Activities in Odoo?
My Account Portal Share Scheduled Activities to External Portal User / Agent
This app is for teams that want portal share for schedule activities organized in Odoo, with a clear record of what was requested and what still needs attention.
How This App Helps
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Suggested for the same client type. Optional add-ons - this app works on its own.
Business Processes Covered
The app can support the activities below so related work stays on one trail.
Sharing on Portal tab options added on Activity Types as a configuration.
Internal users to share activities with external user / external portal users. These will help them to work on scheduled activities together with external agents.
External agents / portal users to view scheduled activities which are shared to them by internal users in the backend.
Portal agent / portal agent to send a message from the send message button.
Sent messages by portal users will appear in the portal messages smart button on activity form.
How the Work Can Move in Odoo
A typical path from the first request to review is outlined below.
Sharing on Portal tab options added on Activity Types as a configuration.
Internal users to share activities with external user / external portal users. These will help them to work on scheduled activities together with external agents.
External agents / portal users to view scheduled activities which are shared to them by internal users in the backend.
Portal agent / portal agent to send a message from the send message button.
Features Available in This App
The main areas that can be organized are noted below. These come from the Probuse app listed on the Odoo Apps Store.
What the app organizes
Sharing on Portal tab options added on Activity Types as a configuration.
Internal users to share activities with external user / external portal users. These will help them to work on scheduled activities together with external agents.
External agents / portal users to view scheduled activities which are shared to them by internal users in the backend.
Portal agent / portal agent to send a message from the send message button.
Follow-up in Odoo
Sent messages by portal users will appear in the portal messages smart button on activity form.
Why Teams Use This App
Portal Share for Schedule Activities stays on one Odoo record instead of a separate file or message.
Teams can see what was requested and what still needs a decision.
Managers can review daily work without chasing updates by email.
Conclusion
Portal Share for Schedule Activities is easier to follow when setup, daily work, and review stay in one process. Teams can keep the next step visible in Odoo instead of outside the system.
When requests, costs, and daily work stay in one Odoo process, managers can review status without chasing files.
A useful record shows who asked for the work, what was completed, and what still needs approval.
Explore Portal Share for Schedule Activities
How Can Teams Keep Portal Share for Schedule Activities Easier to Manage?
This app is for teams that want portal share for schedule activities organized in Odoo, with a clear record of what was requested and what still needs attention.
📞 Get in Touch Today
WhatsApp: +91 960 111 9434 | +91 787 454 3092
Email: contact@probuse.com
