| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 838 |
| Technical Name |
company_multi_branch_crm |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Company Multi Branch CRM
Implement multi-branch in odoo CRM module
Few Words About The Company Multi Branch CRM
This module allows you to use company multi-branch implementation in odoo CRM module. It will segregate the records by company branches and only allowed users can see the branch data.
A user can only see the records of those branches, for which he is allowed
Work Flow: How The Company Multi Branch CRM
Works
Company branches tree view
Company branches form view
Set default branch for existing users
Allowed branches and default branch for user
Branches in company
Company branch id in tree view of pipeline
Company branch id in form view of pipeline
Company branch id in tree view of my activities
Company branch id in tree view of my activities
Company branch id in tree view of my activities
Company branch id in tree view of leads
Company branch id in form view of leads
Leads analysis can be group by company branch
Pipeline analysis can be group by company branch
Activities analysis can be group by company branch
Activities pivot view with company branch
Company branch id in tree view of sales team
Company branch id in form view of sales team
Please log in to comment on this module