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  1. APPS
  2. CRM
  3. Contact Visibility by Salesperson & Team v 17.0
  4. Sales Conditions FAQ

Contact Visibility by Salesperson & Team

by CODEerts https://www.codeerts.com
Odoo
v 17.0 Third Party 2
Download for v 17.0 Deploy on Odoo.sh
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 67
Technical Name ma_partner_visibility
LicenseLGPL-3
Websitehttps://www.codeerts.com
Versions 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 67
Technical Name ma_partner_visibility
LicenseLGPL-3
Websitehttps://www.codeerts.com
Versions 17.0 18.0 19.0
CODEerts  ·  Odoo 17

Contact Visibility by Salesperson & Team

Give each salesperson their own focused contact list,
while team leaders keep the full picture.

By default every salesperson can see every customer in your database, including each other's accounts. This module fixes that with clean, role-based visibility.

Per Salesperson Team Leader View Shared Unassigned Record-Rule Based Free & Open Source Odoo 17
Free
LGPL-3 Licensed
3
Visibility Roles
0
Daily Maintenance
Auto
Record Rules
v18
Compatible

What this module does

Contact Visibility by Salesperson & Team adds clean, role-based visibility to your Odoo contacts so each salesperson works from a focused list of their own accounts. Contacts are matched to the salesperson set on the contact, which keeps every rep's workspace relevant and uncluttered.

Team leaders see every contact handled by their team members, so managers keep full oversight of their group. Contacts that have no salesperson assigned stay shared with everyone, and Sales Administrators and Settings administrators always see all contacts. The result is a tidy, well organised contact list for each user while shared records remain accessible to the whole company.

👤
Per Salesperson Visibility

Each salesperson sees the contacts assigned to them, giving every rep a focused, personal account list with nothing irrelevant in the way.

👥
Team Leader Oversight

Team leaders see every contact handled by their team members, keeping full visibility of the whole group's accounts.

🌐
Shared Unassigned Contacts

Contacts without a salesperson stay visible to everyone, so vendors, suppliers and shared records remain accessible.

🔑 Administrators See All

Sales Administrators and Settings administrators always see the complete contact list, with nothing hidden from them.

🏷 Sales Team on Contacts

Adds a Sales Team field to contacts, so team based visibility maps cleanly to your existing sales structure.

🔗 Applies Everywhere

Visibility applies wherever contacts are used, including sales orders, invoicing, and customer pickers across the system.

⚙ Zero Daily Maintenance

Built on standard Odoo record rules, so visibility updates automatically as you assign salespeople and teams.

🔁 Ownership Follows Assignment

Reassign a contact to another salesperson and it moves into their visibility cleanly, with no extra steps.

🧹 Tidy, Relevant Workspace

Every rep works from an uncluttered list, while shared company records stay available to the whole team.

How it works

1
Assign a salesperson

Set a Salesperson on each contact, and optionally set the contact's Sales Team. Each salesperson then sees the contacts assigned to them.

2
Team leaders get full oversight

Team leaders automatically see every contact assigned to their team members, giving them full visibility of their group's accounts.

3
Visibility applies across the system

When a salesperson selects a customer on a sales order, the picker shows their own contacts plus the shared ones, keeping selection fast and relevant.

4
Unassigned contacts stay shared

Contacts left without a salesperson remain visible to everyone, so shared records like vendors and suppliers stay accessible to the whole company.

5
Ownership follows reassignment

When a user assigns a contact to another salesperson, that contact then belongs to the new salesperson's visibility, so ownership follows the assignment cleanly.

6
Admins are never limited

Sales Administrators and Settings administrators continue to see all contacts, so management and configuration are never limited.

Technical information

Version
17.0
License
LGPL-3
Editions
Community & Enterprise
Dependencies
Sales Teams (sales_team)

Technical name: ma_partner_visibility   ·   Adds field: Sales Team on Contacts   ·   Type: Record-rule based access control

Frequently asked questions

How do I restrict which contacts a salesperson can see in Odoo?

Contact Visibility by Salesperson & Team applies record rules so each salesperson or team only sees their own contacts.

Can I hide other salespeople's customers in Odoo CRM?

Yes. Visibility is based on salesperson and sales team membership, with no custom code needed.

Does it affect managers and admins?

No. Managers and admins keep full visibility; the restriction applies only to the groups you configure.

The team behind this module

About CODEerts

Full-Service Odoo ERP Agency  ·  Solutions That Scale

Every module in our store is built from real client work, tested in production and maintained long-term by a team of Odoo certified consultants. When you need more than an app, we deliver the full solution.

🏗️ Implementation

Full Odoo roll-outs from requirements to go-live, across any industry and company size.

🧩 Custom Development

Bespoke modules, OWL components and business logic built precisely to your workflow.

🔄 Migrations

Zero-data-loss upgrades from older Odoo versions with full custom module porting.

🔌 Integrations

Payment gateways, shipping carriers, biometric devices, eCommerce and third-party APIs.

🔍 Odoo Audits

Performance, security and code-quality reviews that surface risks before they become problems.

🧑‍💻 Support & Training

Ongoing helpdesk, user training and monthly retainers so your team stays productive.

Odoo
Certified
6+
Years
50+
Projects
10+
Industries
18
Published Apps
CODEERTS APPS

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Need Help?

Questions, customization requests, or bug reports. We respond fast.

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CODEerts  ·  Response within 1-2 business days

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