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36.97

v 17.0 Third Party 39
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 959
Technical Name sh_crm_custom_fields
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 959
Technical Name sh_crm_custom_fields
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
logo
Community Enterprise Odoo.sh

CRM Custom Fields

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This module useful to create dynamic fields in CRM (Customer Relationship Management) without any technical knowledge. Specify basic things and fields added in the form view.

Hot Features

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Custom Fields In CRM Form
Custom Tabs In CRM Form
Edit/Delete Any Fields

Features

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  • Add custom field & tab in CRM Form View.
  • Easy to specify the position of fields.
  • Multiple fields type available.
  • The Widget also given for many2one and many2many fields.
  • Selection widget for many to one field.
  • Radio widget for selection field.
  • Phone, url, email widget for char fields.
  • Many to many : Binary widget added (Binary widget useful to give more than 1 one attachements).
  • Float Time: Float time widget added to track time (hours:minutes).
  • Text: Html widget added which will be useful to get html interface on text field.
  • Priority: This feature added to add priority view.
  • Domain: This feature added for many2one and many2many fields. this will help you to filter records of selected model. lets say you have selected contacts model and you want to filter only customers. so you can easily do using this feature.
  • Checkboxes: This feature added to select multiple values from model. in this you wil see all options with tickbox. you can tick multiple items.
  • Image widget for binary field.
  • Other features like help text (hint text), required field, copied field.
  • Easy to edit or delete any fields.
  • Easy to give access to fields to specific groups.

Set User rights to allow add custom field inside CRM.


Click on the "Add Custom Field" & 'Add Custom Tab' button to add a new field & tab in the CRM form. Click on the Add Custom Tab' button.


You can set tab name, label, groups & tab list position and click 'Create Tab'.


'Other Info' Tab is created.


For adding the field in the custom tab click 'Add custom field' and add field name, label, type, tab list, tracking for track field value, and click 'Create fields'.


You can select only either tab or position fields.


IF you select both custom field and custom tab then the error message will be appear.


Image widget added.


Image field added in form view.


For adding the field in the custom tab click 'Add custom field' and add field name, label, type, tab list, tracking for track field value, and click 'Create fields'.


The custom field 'Is New Lead' is created.


Set type as a date and set the copied field to 'True'.


Date field added in form view.


Datetime field set to copied "True".


Datetime field added.


Float: Float time field added to track time (hours: minutes).


Float time field added.


Set type as a text.


Text feature added.


Integer type added.


Integer value added.


Many to many fields with model and widget and access rights set to the given group.


Many to many: This feature added for many to many fields. this will help you to filter records of the selected model. let's say you have selected contacts model and you want to filter only customers. so you can easily do using this feature.


Set type as a datetime and set the copied field to 'True'.


Datetime field added.


Float: Float time widget added to track time (hours: minutes).


Float time widget added.


Integer type added.


Selection widget added.


Integer type added.


Integer value added.


Checkboxes: This feature added to select multiple values from the model. in this, you will see all options with a tickbox. you can tick multiple items.


Many to many of Checkbox's outputs looks like below.


Many to one: Selection widget added.


Selection widget added.


Set type as selection and enter options as per requirement, widget set to the radio.


The selection field with "radio" widget added to form.


Priority: This feature added to add a priority view.


The selection field with 'priority' widget added to form.


Color field added.


Color field added for a selection of different colors.


Signature field with access rights.


Signature field added.


Many to many: Binary widget added.


Binary widget added (Binary widget useful to give more than 1 one attachments).


'Contract Custom Field' Menu in Configuration where you can see the list and edit the custom Fields.


'Contract Custom Tab' Menu in Configuration where you can see the list and edit the custom tabs.


Version 17.0.1 | Released on : 8th November 2023

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
  • No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
  • Yes, you will get free update for lifetime.
  • No, you don't need to install addition libraries.
  • For version 12 or upper, you will need to purchase the module for each version that you want to use.
  • Yes, we provide free support for 100 days.

Multi-Languages

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We have added some predefined languages (English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in the module. If you want to add other languages, you can contact us at support@softhealer.com . We use Google Translator tools for multiple languages, so possible translations may not be accurate. We welcome suggestions to make the translations more accurate at support@softhealer.com.

english germany arab spanish Chinese French

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modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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