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Customer ratings | Odoo Project & Timesheets

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Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at https://www.odoo.com/slides. In this video, learn how to request ratings from your customers and make sure they're satisfied with what you delivered. Need more information about Odoo apps? https://www.odoo.com/documentation/user. Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at https://www.odoo.com.

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1. How can you activate the "Customer Ratings" feature?
You don't need to; the feature is activated by default. From a project's settings: the feature is project-specific. From the Project app's settings. From the gear icon on the Project app dashboard.
2. What is a "Rating Email Template"?
A Rating Email Template contains a rating request automatically sent to the customer when the task reaches a specific stage. A Rating Email Template employs AI to evaluate email content and categorize messages based on sender preferences. A Rating Email Template is an encrypted email that assigns a score to the sender's writing style and rates their grammar and vocabulary. A Rating Email Template is a digital email signature that displays the sender's rating as a user or customer of a particular product or service.
3. On what element do you set a rating email template?
On tags. On project cards. On each task of a project. On stages inside a project.
4. Can you customize a rating email template?
No, it can only be sent as it is. Yes, open the template's form from the stage's settings. No, you can only attach a file to it. Yes, but only once. To change it again, create a new template.
5. Which of the following is true?
Rating email templates can be set at any stage. Rating email templates cannot be set on unfolded stages. You cannot fold a stage with a rating email template set. Rating email templates can only be set for one stage.
6. When is the rating email sent?
One day after a task leaves a stage with a rating email template set. Once a task enters a stage with a rating email template set. Once a task leaves a stage with a rating email template set. One day after a task enters a stage with a rating email template set.
7. What is mandatory for the feature to work?
A priority star. An assignee to the task. A tag defined as "to be rated." A customer with an email address.
8. What happens when a customer clicks one of the smileys? (Psst: check tasks in the "Done" stage of the "Office Design" project.)
If the customer is unsatisfied, their remaining tasks are prioritized until they are satisfied. Their degree of satisfaction is displayed on their customer profile. The selected smiley (green, orange, or red) appears on the corresponding task card. The customer name appears the same color as the selected smiley to draw more attention.