CRM Sequence Number

Overview

This module extends the Odoo CRM module by adding custom fields ‘Sequence Number’. The Odoo CRM Sequence Number app automatically generates sequence numbers for CRM leads and opportunities upon record creation. These sequence numbers are integrated across various views, including form, kanban, tree, search, calendar, pivot, graph, and activity views, enhancing the identification and organization of records.

Features

Automatically Generates Sequence Number on Record Creation:

Sequence Number in CRM Form View:

Sequence Number in CRM Kanban Quick Create View:

Sequence Number in CRM Kanban View:

Sequence Number in CRM Tree View:

Sequence Number in CRM Calendar View:

Sequence Number in CRM Pivot View:

Sequence Number in CRM Graph View:

Sequence Number in CRM Activity View:

Installation Instructions

1. Download the Module
   • Download the CRM Sequence Number module from the Odoo App Store.
   • Save the downloaded module file (usually a .zip file) to your Odoo addons.
   • Log in to your Odoo system as an Administrator.
   • Navigate to the Apps module on your Odoo dashboard.
2. Install the Module
   • Once the module is uploaded, it will appear in the Apps list.
   • Click the Install button next to the CRM Sequence Number module.
   • Odoo will install the module for you. Once it's done, the module is ready to use!
3. Troubleshooting
   • If you don't see the module in the Apps list: Ensure that you have activated developer mode by going to Settings → Activate Developer Mode.

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