| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 398 |
| Technical Name |
customer_relation |
| License | LGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 398 |
| Technical Name |
customer_relation |
| License | LGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 17.0 18.0 19.0 |
Partner Relationship Management
Manages customizable relationships between contacts (e.g., Family, Colleague, Vendor).
Key Highlights
Customizable Relationship Types
Easily customize and categorized relationship types.
Symmetrical Reciprocal Creation
Automatically creates the necessary reverse link to ensure data symmetry.
Data Integrity Maintenance
Ensure that reciprocal links are always updated or removed whenever the primary relationship is changed or deleted.
Categorized Relationship Grouping
Enables grouping contacts in the list view by relationship category (e.g., Family) instead of specific roles (e.g., Mother, Daughter).
Advanced Contact Filtering & Search
Allows users to easily search and filter the main Contacts list based on whether they have any relationship or by a specific role/category they are related by.
Access Relation Type Categories
Configure Relation Categories
Access Relation Types
Configure Relation Types
Relationships are managed directly on the Contact form.
Click the Add button to create a relationship using the pop-up window
The created relationship is displayed as a Kanban card.
The system automatically manages the corresponding reciprocal record.
Use the Has Relationship filter to quickly find all partners who have at least one defined relationship.
Use grouping to organize partners by the type of relationship they are involved in.
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Customizable Relationship Types
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Symmetrical Reciprocal Creation.
-
Data Integrity Maintenance
-
Categorized Relationship Grouping
-
Advanced Contact Filtering & Search
Initial Commit for Partner Relationship Management.
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