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Res Partner CRM Lead Active False Smartbutton

by
Odoo
v 14.0 Third Party
Download for v 14.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Contacts (contacts)
Calendar (calendar)
Discuss (mail)
Lines of code 55
Technical Name res_partner_crm_lead_active_false_smartbutton
LicenseLGPL-3
Websitehttps://github.com/avanzosc/odoo-addons
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Res Partner CRM Lead Active False Smartbutton

Overview

The Res Partner CRM Lead Active False Smartbutton module adds a smart button to the customer form view to easily access inactive CRM leads (leads marked as inactive) related to that customer.

Features

  • Smart Button for Inactive Leads:
    • Adds a smart button labeled "Inactive Leads" on the customer form.
    • The button is only visible when there are inactive leads associated with the customer.
    • Clicking the button opens a filtered view of inactive leads related to the customer.

Usage

  1. Install the Module:
    • Install the module via Odoo's Apps interface.
  2. View Inactive Leads:
    • Navigate to the customer form in Contacts.
    • If the customer has inactive leads, the "Inactive Leads" button will appear.
    • Click on the button to view and manage the inactive leads for that customer.

Configuration

No additional configuration is required. The module is ready to use upon installation.

Testing

Test the following scenarios:

  • Inactive Leads Access:
    • Verify that clicking the button opens the list view of inactive leads filtered by the current customer.

Bug Tracker

If you encounter any issues, please report them on the GitHub repository at GitHub Issues.

Credits

Contributors

For module-specific questions, please contact the contributors directly. Support requests should be made through the official channels.

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>.

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