| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 310 |
| Technical Name |
eg_custom_fields_in_crm |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 310 |
| Technical Name |
eg_custom_fields_in_crm |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 15.0 16.0 17.0 18.0 |
Odoo Studio Lite For CRM
This app helps the user create custom fields in the CRM, from the front view.
Video Tutorial
Highlight Odoo Studio Lite For CRM
Create Field in few steps
Set Widget and Attributes with field
Create field at specified location
Features
Screenshots
Support
Service
Features
Create Different type of field:
User can create different types of fields from front view. like...(Char, Integer, Float, Boolean, Selection, Many2one, Many2manny and more).
Set Attributes with field:
User can set attributes with field like..(Readonly, Store, Indexed, Help, Required.)
Set Widget with field:
User can set widgets like..(Monetary, Many2many_tags, Binary, Radio, Priority and more).
Set Specific location of field:
User can set the location of the field.
Screenshot
1) Access Rights for creating a custom field:
Users have to assign a group of "Lead Custom Field" to create Odoo Studio Lite For CRM-Lead.
Navigation : Settings → Users & companies → User
2) Create Field Button:
By clicking this button, the user will see a popup form view for fields detail.
Navigation : CRM → Pipelines(Lead)
3) Lead Custom Field:
Here, the user has to fill all the details of the field. (like : Field name, Field Label, Field Type, Field Position, widget, Extra properties etc..!)
4) Lead Custom Field Created:
Here the field Test is created at the position (After Tags field) we assigned.
Navigation : CRM → Pipelines(Lead)
5) Field Types:
There are the types of fields.
Navigation : CRM → Pipelines(Lead) → Lead Custom Fields
6) Assign Relation Model:
Here, the user is creating a Many2many type field. for the Many2many field, the user has to assign a relation model.
Navigation : CRM → Pipelines(Lead) → Lead Custom Fields
7) Set Widget:
Here, the user set Widget (Many2many_tags) in Many2many type field.
Navigation : CRM → Pipelines(Lead) → Lead Custom Fields
8) CRM Custom Field:
Here, Many2many type field is created with widget (Many2many_tags).
Navigation : CRM → Pipelines(Lead)
User Guide
Suggested Products
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