$ 36.97
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 |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
CRM Custom Fields
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.
Related Modules
Hot Features
Features
- 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
- 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).
- Please Contact Us at sales@softhealer.com to request customization.
- 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.
- No, We do not provide any kind of exchange.
Multi-Languages
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, 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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module