| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Calendar (calendar) • Discuss (mail) • Invoicing (account) |
| Lines of code | 183 |
| Technical Name |
dev_crm_own_customer |
| License | See License tab |
| Website | https://www.devintellecs.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Calendar (calendar) • Discuss (mail) • Invoicing (account) |
| Lines of code | 183 |
| Technical Name |
dev_crm_own_customer |
| License | See License tab |
| Website | https://www.devintellecs.com |
CRM Own Customer in Odoo
This is a custom module that works as follows: when a salesperson is assigned to a lead and the "CRM Own Customer Access" is set to Own Customer Only, the user can only view own customers. If the option Allow Salesperson Customer Only is selected, the salesperson can see the customer assigned to the lead they are working on. When the All Customers option is selected, the salesperson will be able to view all customers in the system.
Features
- Customer list visibility changes automatically based on the selected access mode.
- Helps maintain customer confidentiality by limiting access to only relevant salespersons.
- Ensures that each salesperson focuses on their own leads and related customers only, avoiding confusion
You can see the salesperson assigned to the lead
Configure 'Own Customer Only' under the user's settings
the user will see only their own customers
Configure 'Allow Salesperson Customer Only' under the user's settings
the user can see the customer, who assigned to the lead
Configure 'All Customers' under the user's settings
the user can see all customers.
Version 1.0 | Released on : 13th July 2025
-
Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
-
If need of customization in this app, How can i contact ?
- Please contact us on odoo@devintellecs.com
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Do i get free support?
- Yes, you will get free support for 90days.
-
Do i get free updates?
- Yes, you will get free updates for lifetime.
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Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Support
Why Us?
Devintelle Odoo Services
Connect Us
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.
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