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CRM Salesperson Filter

by
Odoo

$ 3.06

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 101
Technical Name crm_kanabn_salesperson_filter
LicenseLGPL-3
Versions 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 101
Technical Name crm_kanabn_salesperson_filter
LicenseLGPL-3
Versions 17.0 18.0 19.0
AS PVT-LTD Divider Odoo 17
CRM Enhancement

CRM Salesperson Pipeline Filter

Enhanced Kanban Filtering for Sales Teams

Streamline your sales management with our Dynamic Salesperson Filter. This module adds a custom JavaScript-powered filter to the CRM Kanban view, allowing managers to instantly toggle between pipelines based on specifically designated sales personnel.

Designate Sales Roles

We have extended the res.users model with a custom boolean field. Simply check the "Salesperson" box on a user's profile to include them in the global CRM pipeline filter.

User Boolean Configuration

User Access Configuration

CRM Kanban Filter

JavaScript Powered Filtering

The CRM Kanban view is enhanced with a custom JS dropdown. It dynamically fetches all users marked as "Salesperson" and allows you to filter the entire pipeline instantly without page reloads.

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Technical Implementation

This module utilizes a Custom JS Widget to extend the Odoo 17 Kanban Controller. It works seamlessly with the standard CRM module, ensuring that lead counts and column totals update dynamically based on the selected salesperson.

Key Module Features

  • User Role Assignment: New boolean field on User forms to identify Sales Team members.
  • Dynamic Dropdown: A custom filter added directly to the CRM Pipeline header.
  • JS Integration: Fast, responsive filtering using Odoo's JavaScript framework.
  • Kanban Optimization: Designed specifically to improve visibility in high-volume Kanban views.
  • Multi-User Support: Automatically populates the list based on active "Salesperson" flags.
  • Clean UI: Blends perfectly with the native Odoo 17 interface.

Our Expertise

⚙️

Customization

Tailoring Odoo to fit your unique business logic.
🚀

Implementation

End-to-end setup for startups and enterprises.
🛠️

Support

Reliable 24/7 support and maintenance.

30 Days Free Support

We stand by our code. Need help with installation or have a question?

READY TO ENHANCE YOUR CRM?

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