Multi Branch CRM

by
Odoo

108.27

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 981
Technical Name company_multi_branch_crm
Versions 17.0 15.0 12.0 13.0 14.0 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 981
Technical Name company_multi_branch_crm
Versions 17.0 15.0 12.0 13.0 14.0 16.0

Company Multi Branch CRM

Implement multi-branch in odoo CRM module

Few Words About The Company Multi Branch CRM

This module allows you to use company multi-branch implementation in odoo CRM module. It will segregate the records by company branches and only allowed users can see the branch data.

A user can only see the records of those branches, for which he is allowed

Work Flow: How The Company Multi Branch CRM Works
Company branches tree view
Company branches form view
Set default branch for existing users
Allowed branches and default branch for user
Branches in company
Company branch id in tree view of pipeline
Company branch id in form view of pipeline
Company branch id in tree view of my activities
Company branch id in tree view of my activities
Company branch id in tree view of my activities
Company branch id in tree view of leads
Company branch id in form view of leads
Leads analysis can be group by company branch
Pipeline analysis can be group by company branch
Activities analysis can be group by company branch
Activities pivot view with company branch
Company branch id in tree view of sales team
Company branch id in form view of sales team

If You Need Any Help Please Contact

Email Id: erpmstra@gmail.com

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