Lead Visibility for Creators
by TeamUp4Solutions http://taxdotcom.org/, http://www.teamup4solutions.com , TaxDotCom http://taxdotcom.org/, http://www.teamup4solutions.com$ 17.01
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 34 |
| Technical Name |
ts_crm_creator_access |
| License | AGPL-3 |
| Website | http://taxdotcom.org/, http://www.teamup4solutions.com |
| Versions | 13.0 14.0 15.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 34 |
| Technical Name |
ts_crm_creator_access |
| License | AGPL-3 |
| Website | http://taxdotcom.org/, http://www.teamup4solutions.com |
| Versions | 13.0 14.0 15.0 16.0 |
This module extends the functionality of Odoo's CRM module by enhancing the lead form view. It introduces a new field called "Create User" within the "Misc" group, providing additional information about the user who created the lead. This enhancement enables better tracking and analysis of lead creation and ownership. Additionally, the module includes a security rule that ensures users can only access leads that they created personally or are assigned to.
Creator Field
The below image show creator info. Now this user can view this lead even if assigned to other users
Video
In this video you see that the leads which are not assigned to current user is also visible.
- We created a lead by user(Sale Person).
- Then we assigned it to another user(Admin).
- So by default it should not be visible after assignment.
- But we modified it to be visible to its creator all the time.
Our Service
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Email us
info@teamup4solutions.comContact us
+92 (301) 8800444
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