Res Partner CRM Lead Active False Smartbutton
by Avanzosc https://github.com/avanzosc/odoo-addons
Odoo
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 |
License | LGPL-3 |
Website | https://github.com/avanzosc/odoo-addons |
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
- Install the Module:
- Install the module via Odoo's Apps interface.
- 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
- Unai Beristain <unaiberistain@avanzosc.es>
- Ana Juaristi <anajuaristi@avanzosc.es>
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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