CRM – Multiple Branch Unit Operation

by
Odoo

201.87

v 16.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 658
Technical Name itpl_multi_branch_crm
LicenseOPL-1
Websitehttps://icontechnology.co.in
Versions 13.0 14.0 15.0 16.0 10.0 11.0 12.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 658
Technical Name itpl_multi_branch_crm
LicenseOPL-1
Websitehttps://icontechnology.co.in
Versions 13.0 14.0 15.0 16.0 10.0 11.0 12.0

CRM - Multiple Branch Unit Operation

CRM - Multiple Branch Unit Operation

CRM - Multiple Branch Unit Operation

Features

Features

Features

User can set Branch Access Rights for CRM in odoo as per thier need.

Branch User: Branch user can only access records of its specific branch. Branch user has only access to read and edit it’s specific branch records.
Branch Manager: Branch manager can see records of all Branches. Branch manager has all access to create/edit/delete branch record.

You can manage CRM multiple branch unit operation for a single company.

You can manage CRM multiple branch unit operation for multiple company.

You can assign branches to users as per your requirement in CRM to work with allowed branches records in CRM.

User can assign branches to Leads and their reports. User can see branches from Lead tree view.

Group by branch filter is added in Lead Analysis Report so user can easily analyse branch data from it.

User can assign branches to Opportunities and their report.

User can see branch on activities report.

After multi branch feature is allowed user can see Branch menu and create/edit branches from there

Branch Tree View

Branch Form View

Assign branches to user

You can find the complete user manual of Module CRM - Multiple Branch Unit Operation CRM_Multiple_Branch_Unit_Operation/documentation folder.

Yes, Its easily install & active.

No, Module is for your commercial use only. You do not have the rights to resell this Module. Icon TechSoft Pvt.Ltd. owns the full Copyright of all the resources associated with the Module.

Help & Support

Help & Support

Help & Support

Get free support for installation of this module or any issues or need other any customization.

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Our Services

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Support & Maintenance

Connect with us team@icontechnology.in

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).

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LGPL, MIT, or proprietary licenses similar to this one).

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