| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 315 |
| Technical Name |
crm_kanban_sort_oin |
| License | See License tab |
| Website | http://www.odooitnow.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 315 |
| Technical Name |
crm_kanban_sort_oin |
| License | See License tab |
| Website | http://www.odooitnow.com/ |
CRM Kanban Sort
Organize CRM Opportunities with Flexible Kanban Sorting
CRM Kanban Sort enhances the Odoo CRM Kanban view by adding a dedicated Sort button that allows users to quickly sort opportunities and leads within each pipeline stage. Administrators can configure which CRM fields are available for sorting, giving sales teams greater flexibility when managing their pipeline.
Key Benefits
- Add a Sort button directly in the CRM Kanban view
- Sort opportunities within each stage
- Choose ascending or descending order
- Configure available sorting fields from CRM settings
- Save user sorting preferences automatically
- Easy-to-use modern popup interface
- No modification of standard CRM workflow
Configure Sort Fields
Administrators can define which CRM fields users are allowed to sort by. The configuration screen allows selecting any suitable stored field from the CRM Lead model and arranging the display order.
Features
- Select CRM fields available for sorting
- Enable or disable fields
- Define display labels
- Set field sequence order
- Manage all sort options from CRM configuration
Sort Opportunities by Any Configured Field
Users can open the Sort dialog directly from the CRM pipeline and choose a field for sorting.
Examples
- Expected Revenue
- Probability
- Creation Date
- Expected Closing Date
- Priority
- Any custom CRM field configured by the administrator
Choose Sort Direction
The sorting popup allows users to select the desired sorting direction.
Available Options
- Ascending (A → Z / Lowest → Highest)
- Descending (Z → A / Highest → Lowest)
This provides quick control over how opportunities are displayed within each Kanban stage.
Persistent User Preferences
The selected sorting preference is automatically stored for each user and remains active when:
- Refreshing the page
- Navigating between CRM views
- Returning to the pipeline later
This ensures a consistent user experience without repeatedly selecting the same sorting option.
Seamless CRM Integration
The module integrates directly with Odoo CRM and requires no additional setup after configuration.
Technical Highlights
- Works with Odoo CRM Pipeline
- Uses configurable CRM fields
- Supports custom CRM fields
- Lightweight implementation
- Modern OWL-based interface
- Compatible with Odoo 19 (Enterprise and Community)
Why Use CRM Kanban Sort?
Managing a growing sales pipeline becomes easier when opportunities can be organized based on business priorities. CRM Kanban Sort helps sales teams quickly focus on the most important records by providing fast and flexible sorting directly from the Kanban view.
Ideal For
- Sales Teams
- CRM Managers
- Business Development Teams
- Lead Management Processes
- Opportunity Prioritization
Without sorting, opportunities are displayed in the default priority descending order.
With sorting, opportunities are organized based on the selected field and direction.
Get In Touch
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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