Real Multi Website (CRM extension)

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Odoo          
v 11.0 Third Party 2

539.00 €

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Technical name website_multi_company_crm
LicenseLGPL-3
Websitehttps://it-projects.info/team/yelizariev
Required Apps CRM (crm)
Website Builder (website)
Included Dependencies
Technical name website_multi_company_crm
LicenseLGPL-3
Websitehttps://it-projects.info/team/yelizariev
Required Apps CRM (crm)
Website Builder (website)
Included Dependencies

Real Multi Website
(CRM extension)

Key features:
  • All features of Real Multi Website module
  • Correct work of website forms: created leads have proper Company and From Website values
  • Leads in Backend can be filtered by Website

Lead created via Website form...

...has proper references to website and company

Tested on Odoo
11.0 community

Real Multi Website (CRM extension)

Installation

  • Install this module in a usual way

Usage

Lead Creation

  • Make a form on a website or just open /contactus page
  • Fill and submit the form
  • Login to backend and open just created lead via menu [[ CRM ]] >> Pipeline >> Pipeline
  • RESULT: the lead has proper From Website and Company values

Switching websites in backend

If you have several Websites with the same company, you can filter Leads by Website

  • Activate Developer Mode
  • Open menu ``[[ Settings ]] >> Users & Companies >> Users
  • Switch to your user
  • Click [Edit]
  • Activate Multi Websites for Backend access right
  • Add Websites to Allowed Websites
  • Click [Save]
  • Refresh page in browser (F5)
  • Go to [[ CRM ]] >> Pipeline >> Pipeline
  • There is a Website Switcher in top-right hand corner
  • RESULT: Once you change Website lead from other Websites are filtered out

Note: it doesn't work Superuser (Administrator, ID 1), because access rule are not applied for him.

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