Overview

The CRM Last Dates module adds the last lead, meeting, and invoice dates to the res.partner model. This enhancement provides valuable information for sales and account management by allowing users to easily track the most recent interactions and transactions with partners.

Features

• Last Lead Date: Displays the create date of the last lead associated with the partner.
• Last Meeting Date: Shows the date of the most recent meeting related to the partner.
• Last Invoice Date: Indicates the date of the latest invoice issued to the partner.

Usage

1. Install the Module:
   • Install the module through the Odoo apps interface or by placing it in your Odoo addons directory.
2. Access Partner Records:
   • Navigate to Contacts > Partners.
3. View Last Dates:
   • Open any partner record to view the new fields under the Sales & Purchases tab.

Configuration

• User Permissions:
  • Ensure that users have the necessary permissions to view partner records and related information.

Testing

Test the following scenarios:

• Field Visibility:
  • Verify that the Last Lead Date, Last Meeting Date, and Last Invoice Date fields are correctly displayed in the partner form view.
• Data Accuracy:
  • Ensure that the dates reflect the correct last lead, meeting, and invoice information for various partners.

Bug Tracker

For bugs and issues, please visit GitHub Issues to report or track issues.

Credits

License

This project is licensed under the LGPL-3 License. For more details, please refer to the LICENSE file or visit <https://opensource.org/licenses/LGPL-3.0>.