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Salesperson Own Contact
The Salesperson Own Contact module for Odoo is designed to allow salespeople to efficiently manage their own contacts and customers. It enables a more focused approach to handling customer relations by restricting access to only those records linked to the specific salesperson.
Features
Screenshots
Support
Service
Features
Customizable Access Rights for Salespeople
Salespeople and their managers can easily manage the access rights for each user within the system. The Salesperson Own Contact module allows for fine-grained control over which documents and records are visible to the salesperson. The flexibility to choose whether they can only view their own documents or access a broader range of documents ensures that the salesperson's environment is tailored to their specific needs, improving efficiency and focus on relevant tasks.
Own Contacts View
This feature allows salespeople to view only their own assigned contacts, ensuring they can easily access the information they need without cluttering the interface with unrelated data. This view helps salespeople manage their client relationships by providing a clear and direct overview of the contacts they are responsible for.
Screenshot
1.) Users View
Here salesperson manager can see the Access Rights from where they can decide that what this salesperson can see like Own Documents Only.
2.) Own Contacts View
Here this salesperson "Marc Demo" can see the own contacts only in which contact Marc Demo is salesperson.
3.) User Permissions for All Documents
Here salesperson manager can set the value to All Document so, the salesperson can see the all document whether the salesperson is this allowed person or not.
4.) Quotation View
Here after allowing this user to all document can see the all salespersons document.
User Guide
Teams
team@inkerp.com
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| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 20 |
| Technical Name |
eg_salesperson_own_contact |
| License | OPL-1 |
| Website | http://www.INKERP.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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