Salesperson Own Contacts

by
Odoo

10.91

v 17.0 Third Party 39
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Contacts (contacts)
Sales (sale_management)
Calendar (calendar)
Discuss (mail)
Invoicing (account)
Lines of code 33
Technical Name bi_own_contact_app
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 13.0 15.0 16.0 17.0 14.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Contacts (contacts)
Sales (sale_management)
Calendar (calendar)
Discuss (mail)
Invoicing (account)
Lines of code 33
Technical Name bi_own_contact_app
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 13.0 15.0 16.0 17.0 14.0

Salesperson Own Contacts Odoo Apps

Sales Person Own Customer Odoo Apps

Salesperson Own Contacts-Customer Odoo apps helps to manage sales person's own contacts and customers only, it's only visible and display contact belongs to that particular sales person. When users have 'Sales/Own Documents only' group access then those users can only see their own contacts menu under CRM which only shows contacts belonging to user login as salesperson of contacts plus those contacts which doesn't have any salesperson. When users have 'Sales/All Documents' group access then those users can see all contacts data.

Features

Display Own Contact Menu on Contacts

You can see user can only access his contacts using Own Contact menu.

Customers Menu Visible to Sales/All Documents User Only

You can see Customers menu should only visible to Sale/All Documents user on Sale order and CRM.

User Configuration for "Own Documents Only" Group

Goto Settings -> Users & Companies -> Users in that select Sales/Own Documents Only user group.

Display Own Contact Menu in Kanban View

You can see contacts menu should invisible/hide and display own contact menu, It should shows only those contact where login user as salesperson of contacts plus those contacts which doesn't have any salesperson.

Display Own Contact Menu in Tree View

Display Own Contact Menu in Form View

You can see form view of own contact in that login user as salesperson of contacts.

Invisible Customers Menu On Sale Order

You can see customers menu should hide/invisible to Sales/Own Documents Only user on sale order.

Invisible Customers Menu On CRM

You can see customers menu should hide/invisible to Sales/Own Documents Only user on CRM.

User Configuration for "All Documents" Group

Goto Settings -> Users & Companies -> Users in that select Sales/All Documents user group.

Display Contacts Menu in Kanban View

You can see contacts menu should only visible to Sales/All Documents user.

Display Own Contact Menu in Kanban View

You can see contacts and own contact menu both visible to Sales/All Documents user, It should shows only those contact where login user as salesperson of contacts plus those contacts which doesn't have any salesperson.

Visible Customers Menu On Sale Order

You can see customers menu should only visible to Sales/All Documents user on sale order.

Visible Customers Menu On CRM

You can see customers menu should only visible to Sales/All Documents user on CRM.

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